Creative Planning’s HCI Group HCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Buy |
52,191
+139
| +0.3% | +$21.2K | 0.01% | 588 |
|
|
2025
Q1 | $7.77M | Buy |
52,052
+98
| +0.2% | +$14.6K | 0.01% | 567 |
|
|
2024
Q4 | $6.05M | Buy |
51,954
+39
| +0.1% | +$4.55K | 0.01% | 599 |
|
|
2024
Q3 | $5.56M | Sell |
51,915
-7,918
| -13% | -$848K | 0.01% | 604 |
|
|
2024
Q2 | $5.51M | Sell |
59,833
-14,919
| -20% | -$1.38M | 0.01% | 576 |
|
|
2024
Q1 | $8.68M | Buy |
74,752
+12
| +0% | +$1.39K | 0.01% | 445 |
|
|
2023
Q4 | $6.53M | Buy |
74,740
+342
| +0.5% | +$29.9K | 0.01% | 496 |
|
|
2023
Q3 | $4.04M | Buy |
74,398
+8
| +0% | +$434 | 0.01% | 592 |
|
|
2023
Q2 | $4.6M | Buy |
74,390
+20
| +0% | +$1.24K | 0.01% | 547 |
|
|
2023
Q1 | $3.99M | Buy |
74,370
+567
| +0.8% | +$30.4K | 0.01% | 562 |
|
|
2022
Q4 | $2.92M | Buy |
73,803
+612
| +0.8% | +$24.2K | ﹤0.01% | 624 |
|
|
2022
Q3 | $2.87M | Sell |
73,191
-1,720
| -2% | -$67.4K | 0.01% | 579 |
|
|
2022
Q2 | $5.08M | Hold |
74,911
| – | – | 0.01% | 446 |
|
|
2022
Q1 | $5.11M | Hold |
74,911
| – | – | 0.01% | 448 |
|
|
2021
Q4 | $6.26M | Sell |
74,911
-301
| -0.4% | -$25.1K | 0.01% | 371 |
|
|
2021
Q3 | $8.33M | Hold |
75,212
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $7.48M | Hold |
75,212
| – | – | 0.01% | 317 |
|
|
2021
Q1 | $5.78M | Sell |
75,212
-1,750
| -2% | -$134K | 0.01% | 374 |
|
|
2020
Q4 | $4.03M | Sell |
76,962
-1,180
| -2% | -$61.7K | 0.01% | 417 |
|
|
2020
Q3 | $3.85M | Hold |
78,142
| – | – | 0.01% | 360 |
|
|
2020
Q2 | $3.61M | Hold |
78,142
| – | – | 0.01% | 332 |
|
|
2020
Q1 | $3.15M | Sell |
78,142
-30
| -0% | -$1.21K | 0.01% | 320 |
|
|
2019
Q4 | $3.57M | Buy |
78,172
+30
| +0% | +$1.37K | 0.01% | 362 |
|
|
2019
Q3 | $3.29M | Sell |
78,142
-2,500
| -3% | -$105K | 0.01% | 370 |
|
|
2019
Q2 | $3.26M | Hold |
80,642
| – | – | 0.01% | 371 |
|
|
2019
Q1 | $3.45M | Hold |
80,642
| – | – | 0.01% | 339 |
|
|
2018
Q4 | $4.1M | Sell |
80,642
-600
| -0.7% | -$30.5K | 0.02% | 283 |
|
|
2018
Q3 | $3.55M | Sell |
81,242
-3,000
| -4% | -$131K | 0.01% | 337 |
|
|
2018
Q2 | $3.5M | Sell |
84,242
-16,630
| -16% | -$691K | 0.01% | 338 |
|
|
2018
Q1 | $3.85M | Sell |
100,872
-4,080
| -4% | -$156K | 0.02% | 310 |
|
|
2017
Q4 | $3.14M | Sell |
104,952
-5,793
| -5% | -$173K | 0.01% | 342 |
|
|
2017
Q3 | $4.24M | Sell |
110,745
-25
| -0% | -$956 | 0.02% | 268 |
|
|
2017
Q2 | $5.2M | Sell |
110,770
-27,230
| -20% | -$1.28M | 0.03% | 213 |
|
|
2017
Q1 | $6.29M | Sell |
138,000
-69,480
| -33% | -$3.17M | 0.03% | 186 |
|
|
2016
Q4 | $8.19M | Buy |
207,480
+40,599
| +24% | +$1.6M | 0.05% | 153 |
|
|
2016
Q3 | $5.07M | Sell |
166,881
-1,080
| -0.6% | -$32.8K | 0.03% | 195 |
|
|
2016
Q2 | $4.58M | Sell |
167,961
-45,520
| -21% | -$1.24M | 0.03% | 180 |
|
|
2016
Q1 | $7.11M | Buy |
213,481
+143,123
| +203% | +$4.77M | 0.06% | 127 |
|
|
2015
Q4 | $2.45M | Buy |
70,358
+2,849
| +4% | +$99.3K | 0.02% | 269 |
|
|
2015
Q3 | $2.62M | Buy |
67,509
+169
| +0.3% | +$6.55K | 0.02% | 251 |
|
|
2015
Q2 | $2.98M | Sell |
67,340
-75
| -0.1% | -$3.32K | 0.03% | 218 |
|
|
2015
Q1 | $3.09M | Hold |
67,415
| – | – | 0.03% | 204 |
|
|
2014
Q4 | $2.92M | Buy |
67,415
+66,855
| +11,938% | +$2.89M | 0.03% | 202 |
|
|
2014
Q3 | $20K | Buy |
560
+100
| +22% | +$3.57K | ﹤0.01% | 2511 |
|
|
2014
Q2 | $19K | Buy |
460
+400
| +667% | +$16.5K | ﹤0.01% | 2483 |
|
|
2014
Q1 | $2K | Sell |
60
-280
| -82% | -$9.33K | ﹤0.01% | 3269 |
|
|
2013
Q4 | $18K | Sell |
340
-1,902
| -85% | -$101K | ﹤0.01% | 2245 |
|
|
2013
Q3 | $92K | Sell |
2,242
-19,476
| -90% | -$799K | ﹤0.01% | 1167 |
|
|
2013
Q2 | $667K | Buy |
+21,718
| New | +$667K | 0.02% | 328 |
|