Creative Planning’s Fulton Financial FULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Buy |
57,030
+1,362
| +2% | +$28.1K | ﹤0.01% | 2338 |
|
|
2025
Q4 | $1.08M | Sell |
55,668
-3,112
| -5% | -$57.3K | ﹤0.01% | 2218 |
|
|
2025
Q3 | $1.1M | Buy |
58,780
+5,295
| +10% | +$100K | ﹤0.01% | 2030 |
|
|
2025
Q2 | $965K | Sell |
53,485
-475
| -0.9% | -$8.11K | ﹤0.01% | 1877 |
|
|
2025
Q1 | $976K | Buy |
53,960
+19,773
| +58% | +$385K | ﹤0.01% | 1736 |
|
|
2024
Q4 | $659K | Buy |
34,187
+633
| +2% | +$12.4K | ﹤0.01% | 1972 |
|
|
2024
Q3 | $608K | Buy |
33,554
+7,039
| +27% | +$128K | ﹤0.01% | 1932 |
|
|
2024
Q2 | $450K | Buy |
26,515
+358
| +1% | +$5.81K | ﹤0.01% | 2023 |
|
|
2024
Q1 | $416K | Hold |
26,157
| – | – | ﹤0.01% | 2002 |
|
|
2023
Q4 | $431K | Sell |
26,157
-290
| -1% | -$4.07K | ﹤0.01% | 1805 |
|
|
2023
Q3 | $320K | Sell |
26,447
-2,739
| -9% | -$35.9K | ﹤0.01% | 1880 |
|
|
2023
Q2 | $348K | Sell |
29,186
-4,406
| -13% | -$53.1K | ﹤0.01% | 1795 |
|
|
2023
Q1 | $464K | Buy |
33,592
+11,564
| +52% | +$187K | ﹤0.01% | 1510 |
|
|
2022
Q4 | $371K | Sell |
22,028
-6,438
| -23% | -$113K | ﹤0.01% | 1587 |
|
|
2022
Q3 | $450K | Buy |
28,466
+9,136
| +47% | +$147K | ﹤0.01% | 1399 |
|
|
2022
Q2 | $279K | Sell |
19,330
-244
| -1% | -$3.77K | ﹤0.01% | 1663 |
|
|
2022
Q1 | $325K | Buy |
19,574
+81
| +0.4% | +$1.45K | ﹤0.01% | 1580 |
|
|
2021
Q4 | $331K | Buy |
19,493
+5,021
| +35% | +$82.7K | ﹤0.01% | 1556 |
|
|
2021
Q3 | $221K | Buy |
14,472
+92
| +0.6% | +$1.42K | ﹤0.01% | 1801 |
|
|
2021
Q2 | $227K | Buy |
14,380
+86
| +0.6% | +$1.47K | ﹤0.01% | 1737 |
|
|
2021
Q1 | $243K | Buy |
14,294
+6
| +0% | +$93 | ﹤0.01% | 1938 |
|
|
2020
Q4 | $182K | Sell |
14,288
-1,134
| -7% | -$13.5K | ﹤0.01% | 1934 |
|
|
2020
Q3 | $144K | Buy |
15,422
+8
| +0.1% | +$79 | ﹤0.01% | 1769 |
|
|
2020
Q2 | $162K | Buy |
15,414
+7
| +0% | +$76 | ﹤0.01% | 1578 |
|
|
2020
Q1 | $177K | Buy |
15,407
+60
| +0.4% | +$921 | ﹤0.01% | 1417 |
|
|
2019
Q4 | $267K | Sell |
15,347
-1,085
| -7% | -$18.4K | ﹤0.01% | 1470 |
|
|
2019
Q3 | $266K | Buy |
16,432
+5
| +0% | +$81 | ﹤0.01% | 1433 |
|
|
2019
Q2 | $269K | Buy |
16,427
+4
| +0% | +$66 | ﹤0.01% | 1434 |
|
|
2019
Q1 | $254K | Buy |
16,423
+776
| +5% | +$12.7K | ﹤0.01% | 1435 |
|
|
2018
Q4 | $242K | Buy |
+15,647
| New | +$255K | ﹤0.01% | 1362 |
|
|
2017
Q3 | – | Sell |
-5,546
| Closed | -$105K | – | 2551 |
|
|
2017
Q2 | $105K | Hold |
5,546
| – | – | ﹤0.01% | 1957 |
|
|
2017
Q1 | $99K | Buy |
5,546
+1,725
| +45% | +$32K | ﹤0.01% | 1970 |
|
|
2016
Q4 | $72K | Hold |
3,821
| – | – | ﹤0.01% | 2091 |
|
|
2016
Q3 | $55K | Buy |
3,821
+1,090
| +40% | +$15.3K | ﹤0.01% | 2283 |
|
|
2016
Q2 | $37K | Hold |
2,731
| – | – | ﹤0.01% | 2348 |
|
|
2016
Q1 | $37K | Hold |
2,731
| – | – | ﹤0.01% | 2308 |
|
|
2015
Q4 | $36K | Sell |
2,731
-8,259
| -75% | -$111K | ﹤0.01% | 2387 |
|
|
2015
Q3 | $133K | Hold |
10,990
| – | – | ﹤0.01% | 1419 |
|
|
2015
Q2 | $144K | Sell |
10,990
-8,107
| -42% | -$103K | ﹤0.01% | 936 |
|
|
2015
Q1 | $236K | Sell |
19,097
-800
| -4% | -$9.58K | ﹤0.01% | 1101 |
|
|
2014
Q4 | $246K | Buy |
19,897
+46
| +0.2% | +$542 | ﹤0.01% | 1018 |
|
|
2014
Q3 | $220K | Sell |
19,851
-761
| -4% | -$8.84K | ﹤0.01% | 1004 |
|
|
2014
Q2 | $255K | Buy |
20,612
+401
| +2% | +$4.9K | ﹤0.01% | 920 |
|
|
2014
Q1 | $254K | Buy |
20,211
+621
| +3% | +$7.82K | ﹤0.01% | 887 |
|
|
2013
Q4 | $256K | Buy |
19,590
+8,240
| +73% | +$103K | ﹤0.01% | 751 |
|
|
2013
Q3 | $133K | Buy |
11,350
+2,579
| +29% | +$31.5K | ﹤0.01% | 951 |
|
|
2013
Q2 | $101K | Buy |
+8,771
| New | +$99.2K | ﹤0.01% | 982 |
|
Other funds holding FULT
VPM
VCM
