Creative Planning’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.69M | Sell |
68,009
-55,498
| -45% | -$1.73M | ﹤0.01% | 2040 |
|
|
2025
Q4 | $4.51M | Sell |
123,507
-8,277
| -6% | -$298K | ﹤0.01% | 1078 |
|
|
2025
Q3 | $4.5M | Sell |
131,784
-1,024
| -0.8% | -$37.7K | ﹤0.01% | 947 |
|
|
2025
Q2 | $5.09M | Buy |
132,808
+4,790
| +4% | +$174K | ﹤0.01% | 749 |
|
|
2025
Q1 | $4.25M | Sell |
128,018
-168,102
| -57% | -$5.13M | ﹤0.01% | 773 |
|
|
2024
Q4 | $9.46M | Buy |
296,120
+34,584
| +13% | +$1.11M | 0.01% | 463 |
|
|
2024
Q3 | $8.18M | Buy |
261,536
+53,966
| +26% | +$1.66M | 0.01% | 501 |
|
|
2024
Q2 | $6.68M | Buy |
207,570
+94,010
| +83% | +$2.75M | 0.01% | 532 |
|
|
2024
Q1 | $3.18M | Buy |
113,560
+91,626
| +418% | +$2.6M | ﹤0.01% | 780 |
|
|
2023
Q4 | $736K | Sell |
21,934
-3,816
| -15% | -$115K | ﹤0.01% | 1442 |
|
|
2023
Q3 | $760K | Sell |
25,750
-2,012
| -7% | -$65.5K | ﹤0.01% | 1297 |
|
|
2023
Q2 | $968K | Buy |
27,762
+556
| +2% | +$18.7K | ﹤0.01% | 1146 |
|
|
2023
Q1 | $907K | Sell |
27,206
-444
| -2% | -$14.8K | ﹤0.01% | 1134 |
|
|
2022
Q4 | $946K | Buy |
27,650
+420
| +2% | +$13.6K | ﹤0.01% | 1061 |
|
|
2022
Q3 | $795K | Sell |
27,230
-1,598
| -6% | -$49.1K | ﹤0.01% | 1061 |
|
|
2022
Q2 | $792K | Sell |
28,828
-4,596
| -14% | -$130K | ﹤0.01% | 1075 |
|
|
2022
Q1 | $1.02M | Sell |
33,424
-308
| -0.9% | -$10K | ﹤0.01% | 966 |
|
|
2021
Q4 | $1.1M | Sell |
33,732
-13,466
| -29% | -$471K | ﹤0.01% | 915 |
|
|
2021
Q3 | $1.73M | Sell |
47,198
-20,254
| -30% | -$751K | ﹤0.01% | 728 |
|
|
2021
Q2 | $2.47M | Sell |
67,452
-31,260
| -32% | -$1.14M | ﹤0.01% | 601 |
|
|
2021
Q1 | $3.83M | Sell |
98,712
-20,364
| -17% | -$798K | 0.01% | 479 |
|
|
2020
Q4 | $4.3M | Buy |
119,076
+102,382
| +613% | +$3.26M | 0.01% | 413 |
|
|
2020
Q3 | $417K | Buy |
16,694
+2,392
| +17% | +$58K | ﹤0.01% | 1230 |
|
|
2020
Q2 | $325K | Sell |
14,302
-1,168
| -8% | -$24K | ﹤0.01% | 1257 |
|
|
2020
Q1 | $297K | Buy |
15,470
+22
| +0.1% | +$592 | ﹤0.01% | 1185 |
|
|
2019
Q4 | $489K | Sell |
15,448
-800
| -5% | -$24.4K | ﹤0.01% | 1121 |
|
|
2019
Q3 | $463K | Sell |
16,248
-192
| -1% | -$5.47K | ﹤0.01% | 1114 |
|
|
2019
Q2 | $534K | Sell |
16,440
-884
| -5% | -$26.6K | ﹤0.01% | 1041 |
|
|
2019
Q1 | $502K | Sell |
17,324
-232
| -1% | -$6.02K | ﹤0.01% | 1024 |
|
|
2018
Q4 | $455K | Sell |
17,556
-220
| -1% | -$5.2K | ﹤0.01% | 1011 |
|
|
2018
Q3 | $418K | Buy |
17,776
+204
| +1% | +$5.2K | ﹤0.01% | 1192 |
|
|
2018
Q2 | $461K | Buy |
+17,572
| New | +$439K | ﹤0.01% | 1112 |
|
|
2018
Q1 | – | Sell |
-7,992
| Closed | -$203K | – | 2067 |
|
|
2017
Q4 | $203K | Buy |
+7,992
| New | +$191K | ﹤0.01% | 1599 |
|
|
2017
Q3 | – | Sell |
-7,284
| Closed | -$158K | – | 2667 |
|
|
2017
Q2 | $158K | Buy |
7,284
+484
| +7% | +$10.1K | ﹤0.01% | 1662 |
|
|
2017
Q1 | $128K | Hold |
6,800
| – | – | ﹤0.01% | 1792 |
|
|
2016
Q4 | $103K | Hold |
6,800
| – | – | ﹤0.01% | 1841 |
|
|
2016
Q3 | $122K | Sell |
6,800
-1,700
| -20% | -$29.9K | ﹤0.01% | 1709 |
|
|
2016
Q2 | $141K | Buy |
8,500
+5,896
| +226% | +$94K | ﹤0.01% | 1451 |
|
|
2016
Q1 | $40K | Sell |
2,604
-40,124
| -94% | -$573K | ﹤0.01% | 2255 |
|
|
2015
Q4 | $658K | Buy |
42,728
+38,228
| +850% | +$578K | 0.01% | 644 |
|
|
2015
Q3 | $69K | Buy |
+4,500
| New | +$67.9K | ﹤0.01% | 1824 |
|
|
2015
Q2 | – | Sell |
-4,500
| Closed | -$66K | – | 1882 |
|
|
2015
Q1 | $66K | Hold |
4,500
| – | – | ﹤0.01% | 1820 |
|
|
2014
Q4 | $57K | Buy |
4,500
+2,456
| +120% | +$31K | ﹤0.01% | 1915 |
|
|
2014
Q3 | $24K | Hold |
2,044
| – | – | ﹤0.01% | 2417 |
|
|
2014
Q2 | $24K | Buy |
2,044
+44
| +2% | +$483 | ﹤0.01% | 2378 |
|
|
2014
Q1 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 2334 |
|
|
2013
Q4 | $17K | Hold |
2,000
| – | – | ﹤0.01% | 2285 |
|
|
2013
Q3 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 2249 |
|
|
2013
Q2 | $18K | Buy |
+2,000
| New | +$19.8K | ﹤0.01% | 1993 |
|
Other funds holding HDB
HL
