Creative Planning’s Forge Global Holdings FRGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,340
| Closed | -$36.6K | – | 3638 |
|
|
2025
Q1 | $36.6K | Hold |
4,340
| – | – | ﹤0.01% | 3350 |
|
|
2024
Q4 | $60.6K | Buy |
4,340
+340
| +9% | +$4.75K | ﹤0.01% | 3210 |
|
|
2024
Q3 | $78.6K | Hold |
4,000
| – | – | ﹤0.01% | 3047 |
|
|
2024
Q2 | $87.6K | Hold |
4,000
| – | – | ﹤0.01% | 2849 |
|
|
2024
Q1 | $116K | Hold |
4,000
| – | – | ﹤0.01% | 2667 |
|
|
2023
Q4 | $206K | Hold |
4,000
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q3 | $122K | Hold |
4,000
| – | – | ﹤0.01% | 2350 |
|
|
2023
Q2 | $146K | Hold |
4,000
| – | – | ﹤0.01% | 2273 |
|
|
2023
Q1 | $105K | Hold |
4,000
| – | – | ﹤0.01% | 2235 |
|
|
2022
Q4 | $104K | Buy |
+4,000
| New | +$104K | ﹤0.01% | 2128 |
|