Creative Planning’s Green Dot GDOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
2017
Q1
Sell
2016
Q4
$45K Sell
2016
Q3
$45K Buy
2016
Q2
$44K Hold
2016
Q1
$44K Sell
2015
Q4
$39K Buy
2015
Q3
$12K Buy
2015
Q2
Sell
2015
Q1
$11K Buy
2014
Q4
$8K Buy