Creative Planning’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
66,404
+2,395
| +4% | +$184K | ﹤0.01% | 748 |
|
|
2025
Q1 | $4.25M | Sell |
64,009
-84,051
| -57% | -$5.58M | ﹤0.01% | 772 |
|
|
2024
Q4 | $9.46M | Buy |
148,060
+17,292
| +13% | +$1.1M | 0.01% | 463 |
|
|
2024
Q3 | $8.18M | Buy |
130,768
+26,983
| +26% | +$1.69M | 0.01% | 501 |
|
|
2024
Q2 | $6.68M | Buy |
103,785
+47,005
| +83% | +$3.02M | 0.01% | 532 |
|
|
2024
Q1 | $3.18M | Buy |
56,780
+45,813
| +418% | +$2.56M | ﹤0.01% | 779 |
|
|
2023
Q4 | $736K | Sell |
10,967
-1,908
| -15% | -$128K | ﹤0.01% | 1438 |
|
|
2023
Q3 | $760K | Sell |
12,875
-1,006
| -7% | -$59.4K | ﹤0.01% | 1294 |
|
|
2023
Q2 | $968K | Buy |
13,881
+278
| +2% | +$19.4K | ﹤0.01% | 1142 |
|
|
2023
Q1 | $907K | Sell |
13,603
-222
| -2% | -$14.8K | ﹤0.01% | 1130 |
|
|
2022
Q4 | $946K | Buy |
13,825
+210
| +2% | +$14.4K | ﹤0.01% | 1058 |
|
|
2022
Q3 | $795K | Sell |
13,615
-799
| -6% | -$46.7K | ﹤0.01% | 1055 |
|
|
2022
Q2 | $792K | Sell |
14,414
-2,298
| -14% | -$126K | ﹤0.01% | 1071 |
|
|
2022
Q1 | $1.03M | Sell |
16,712
-154
| -0.9% | -$9.45K | ﹤0.01% | 965 |
|
|
2021
Q4 | $1.1M | Sell |
16,866
-6,733
| -29% | -$438K | ﹤0.01% | 915 |
|
|
2021
Q3 | $1.73M | Sell |
23,599
-10,127
| -30% | -$740K | ﹤0.01% | 728 |
|
|
2021
Q2 | $2.47M | Sell |
33,726
-15,630
| -32% | -$1.14M | ﹤0.01% | 601 |
|
|
2021
Q1 | $3.83M | Sell |
49,356
-10,182
| -17% | -$791K | 0.01% | 473 |
|
|
2020
Q4 | $4.3M | Buy |
59,538
+51,191
| +613% | +$3.7M | 0.01% | 406 |
|
|
2020
Q3 | $417K | Buy |
8,347
+1,196
| +17% | +$59.8K | ﹤0.01% | 1213 |
|
|
2020
Q2 | $325K | Sell |
7,151
-584
| -8% | -$26.5K | ﹤0.01% | 1243 |
|
|
2020
Q1 | $297K | Buy |
7,735
+11
| +0.1% | +$422 | ﹤0.01% | 1174 |
|
|
2019
Q4 | $489K | Sell |
7,724
-400
| -5% | -$25.3K | ﹤0.01% | 1114 |
|
|
2019
Q3 | $463K | Sell |
8,124
-96
| -1% | -$5.47K | ﹤0.01% | 1109 |
|
|
2019
Q2 | $534K | Sell |
8,220
-442
| -5% | -$28.7K | ﹤0.01% | 1036 |
|
|
2019
Q1 | $502K | Sell |
8,662
-116
| -1% | -$6.72K | ﹤0.01% | 1019 |
|
|
2018
Q4 | $455K | Sell |
8,778
-110
| -1% | -$5.7K | ﹤0.01% | 1005 |
|
|
2018
Q3 | $418K | Buy |
8,888
+102
| +1% | +$4.8K | ﹤0.01% | 1182 |
|
|
2018
Q2 | $461K | Buy |
+8,786
| New | +$461K | ﹤0.01% | 1102 |
|
|
2018
Q1 | – | Sell |
-3,996
| Closed | -$203K | – | 1925 |
|
|
2017
Q4 | $203K | Buy |
+3,996
| New | +$203K | ﹤0.01% | 1589 |
|
|
2017
Q3 | – | Sell |
-3,642
| Closed | -$158K | – | 2604 |
|
|
2017
Q2 | $158K | Buy |
3,642
+242
| +7% | +$10.5K | ﹤0.01% | 1650 |
|
|
2017
Q1 | $128K | Hold |
3,400
| – | – | ﹤0.01% | 1781 |
|
|
2016
Q4 | $103K | Hold |
3,400
| – | – | ﹤0.01% | 1827 |
|
|
2016
Q3 | $122K | Sell |
3,400
-850
| -20% | -$30.5K | ﹤0.01% | 1698 |
|
|
2016
Q2 | $141K | Buy |
4,250
+2,948
| +226% | +$97.8K | ﹤0.01% | 1445 |
|
|
2016
Q1 | $40K | Sell |
1,302
-20,062
| -94% | -$616K | ﹤0.01% | 2241 |
|
|
2015
Q4 | $658K | Buy |
21,364
+19,114
| +850% | +$589K | 0.01% | 641 |
|
|
2015
Q3 | $69K | Buy |
+2,250
| New | +$69K | ﹤0.01% | 1815 |
|
|
2015
Q2 | – | Sell |
-2,250
| Closed | -$66K | – | 1801 |
|
|
2015
Q1 | $66K | Hold |
2,250
| – | – | ﹤0.01% | 1808 |
|
|
2014
Q4 | $57K | Buy |
2,250
+1,228
| +120% | +$31.1K | ﹤0.01% | 1898 |
|
|
2014
Q3 | $24K | Hold |
1,022
| – | – | ﹤0.01% | 2391 |
|
|
2014
Q2 | $24K | Buy |
1,022
+22
| +2% | +$517 | ﹤0.01% | 2348 |
|
|
2014
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 2312 |
|
|
2013
Q4 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 2285 |
|
|
2013
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2249 |
|
|
2013
Q2 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 1993 |
|