Creative Planning’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
+26,656
| New | +$287K | ﹤0.01% | 2923 |
|
|
2017
Q1 | – | Sell |
-1,900
| Closed | -$45K | – | 4561 |
|
|
2016
Q4 | $45K | Sell |
1,900
-55
| -3% | -$1.3K | ﹤0.01% | 2456 |
|
|
2016
Q3 | $45K | Buy |
1,955
+55
| +3% | +$1.27K | ﹤0.01% | 2420 |
|
|
2016
Q2 | $44K | Hold |
1,900
| – | – | ﹤0.01% | 2204 |
|
|
2016
Q1 | $44K | Sell |
1,900
-500
| -21% | -$11.6K | ﹤0.01% | 2177 |
|
|
2015
Q4 | $39K | Buy |
2,400
+1,700
| +243% | +$27.6K | ﹤0.01% | 2296 |
|
|
2015
Q3 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 3044 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$11K | – | 1738 |
|
|
2015
Q1 | $11K | Buy |
700
+300
| +75% | +$4.71K | ﹤0.01% | 3088 |
|
|
2014
Q4 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 3174 |
|