Creative Planning’s Hackett Group HCKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,890
| Closed | -$201K | – | 3644 |
|
|
2025
Q1 | $201K | Buy |
+6,890
| New | +$201K | ﹤0.01% | 3061 |
|
|
2015
Q4 | – | Sell |
-285
| Closed | -$4K | – | 4329 |
|
|
2015
Q3 | $4K | Buy |
+285
| New | +$4K | ﹤0.01% | 3655 |
|
|
2014
Q2 | – | Sell |
-118,627
| Closed | -$709K | – | 3718 |
|
|
2014
Q1 | $709K | Hold |
118,627
| – | – | 0.01% | 489 |
|
|
2013
Q4 | $737K | Buy |
+118,627
| New | +$737K | 0.01% | 393 |
|