Creative Planning’s Fox Class A FOXA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Buy
50,353
+1,918
+4% +$107K ﹤0.01% 1071
2025
Q1
$2.74M Buy
48,435
+9,677
+25% +$548K ﹤0.01% 991
2024
Q4
$1.88M Buy
38,758
+4,141
+12% +$201K ﹤0.01% 1164
2024
Q3
$1.47M Buy
34,617
+5,340
+18% +$226K ﹤0.01% 1261
2024
Q2
$1.01M Buy
29,277
+15,921
+119% +$547K ﹤0.01% 1390
2024
Q1
$418K Buy
13,356
+5,908
+79% +$185K ﹤0.01% 1988
2023
Q4
$221K Sell
7,448
-2,184
-23% -$64.8K ﹤0.01% 2332
2023
Q3
$301K Sell
9,632
-750
-7% -$23.4K ﹤0.01% 1936
2023
Q2
$353K Buy
10,382
+2,591
+33% +$88.1K ﹤0.01% 1776
2023
Q1
$265K Buy
7,791
+520
+7% +$17.7K ﹤0.01% 1898
2022
Q4
$221K Sell
7,271
-4,206
-37% -$128K ﹤0.01% 1947
2022
Q3
$352K Buy
11,477
+4,971
+76% +$152K ﹤0.01% 1535
2022
Q2
$209K Buy
6,506
+6,499
+92,843% +$209K ﹤0.01% 1844
2022
Q1
$0 Buy
+7
New ﹤0.01% 2302
2019
Q2
Sell
-7,326
Closed -$269K 1910
2019
Q1
$269K Buy
+7,326
New +$269K ﹤0.01% 1381