Creative Planning’s Hecla Mining HL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Sell |
92,984
-32,426
| -26% | -$194K | ﹤0.01% | 2364 |
|
|
2025
Q1 | $697K | Buy |
125,410
+27,816
| +29% | +$155K | ﹤0.01% | 2001 |
|
|
2024
Q4 | $479K | Sell |
97,594
-17,127
| -15% | -$84.1K | ﹤0.01% | 2250 |
|
|
2024
Q3 | $765K | Buy |
114,721
+10,404
| +10% | +$69.4K | ﹤0.01% | 1738 |
|
|
2024
Q2 | $506K | Buy |
104,317
+74,915
| +255% | +$363K | ﹤0.01% | 1928 |
|
|
2024
Q1 | $141K | Sell |
29,402
-32,889
| -53% | -$158K | ﹤0.01% | 2628 |
|
|
2023
Q4 | $300K | Buy |
62,291
+35,773
| +135% | +$172K | ﹤0.01% | 2085 |
|
|
2023
Q3 | $104K | Buy |
26,518
+9,348
| +54% | +$36.6K | ﹤0.01% | 2381 |
|
|
2023
Q2 | $88.4K | Sell |
17,170
-1,547,840
| -99% | -$7.97M | ﹤0.01% | 2349 |
|
|
2023
Q1 | $9.91M | Buy |
1,565,010
+1,548,459
| +9,356% | +$9.8M | 0.01% | 342 |
|
|
2022
Q4 | $92K | Buy |
+16,551
| New | +$92K | ﹤0.01% | 2148 |
|
|
2022
Q3 | – | Sell |
-14,623
| Closed | -$57K | – | 2272 |
|
|
2022
Q2 | $57K | Sell |
14,623
-4,196
| -22% | -$16.4K | ﹤0.01% | 2022 |
|
|
2022
Q1 | $124K | Hold |
18,819
| – | – | ﹤0.01% | 1961 |
|
|
2021
Q4 | $98K | Buy |
18,819
+40
| +0.2% | +$208 | ﹤0.01% | 1954 |
|
|
2021
Q3 | $103K | Sell |
18,779
-5,099
| -21% | -$28K | ﹤0.01% | 1934 |
|
|
2021
Q2 | $178K | Sell |
23,878
-14,039
| -37% | -$105K | ﹤0.01% | 1803 |
|
|
2021
Q1 | $216K | Buy |
37,917
+22,265
| +142% | +$127K | ﹤0.01% | 2005 |
|
|
2020
Q4 | $101K | Sell |
15,652
-45,976
| -75% | -$297K | ﹤0.01% | 1965 |
|
|
2020
Q3 | $313K | Buy |
61,628
+500
| +0.8% | +$2.54K | ﹤0.01% | 1380 |
|
|
2020
Q2 | $200K | Buy |
61,128
+3,250
| +6% | +$10.6K | ﹤0.01% | 1510 |
|
|
2020
Q1 | $105K | Buy |
57,878
+250
| +0.4% | +$454 | ﹤0.01% | 1501 |
|
|
2019
Q4 | $195K | Sell |
57,628
-5,400
| -9% | -$18.3K | ﹤0.01% | 1636 |
|
|
2019
Q3 | $111K | Buy |
63,028
+2,125
| +3% | +$3.74K | ﹤0.01% | 1692 |
|
|
2019
Q2 | $110K | Sell |
60,903
-8,498
| -12% | -$15.3K | ﹤0.01% | 1720 |
|
|
2019
Q1 | $160K | Buy |
69,401
+5,961
| +9% | +$13.7K | ﹤0.01% | 1616 |
|
|
2018
Q4 | $150K | Sell |
63,440
-42,459
| -40% | -$100K | ﹤0.01% | 1558 |
|
|
2018
Q3 | $295K | Sell |
105,899
-690,361
| -87% | -$1.92M | ﹤0.01% | 1395 |
|
|
2018
Q2 | $2.77M | Buy |
796,260
+248,538
| +45% | +$865K | 0.01% | 392 |
|
|
2018
Q1 | $2.01M | Buy |
547,722
+75,522
| +16% | +$277K | 0.01% | 460 |
|
|
2017
Q4 | $1.88M | Buy |
472,200
+5,575
| +1% | +$22.1K | 0.01% | 477 |
|
|
2017
Q3 | $2.34M | Sell |
466,625
-1,675
| -0.4% | -$8.41K | 0.01% | 413 |
|
|
2017
Q2 | $2.39M | Buy |
468,300
+369,500
| +374% | +$1.88M | 0.01% | 384 |
|
|
2017
Q1 | $523K | Sell |
98,800
-800
| -0.8% | -$4.24K | ﹤0.01% | 958 |
|
|
2016
Q4 | $522K | Buy |
99,600
+1,633
| +2% | +$8.56K | ﹤0.01% | 894 |
|
|
2016
Q3 | $558K | Buy |
97,967
+3,344
| +4% | +$19K | ﹤0.01% | 828 |
|
|
2016
Q2 | $483K | Sell |
94,623
-100
| -0.1% | -$510 | ﹤0.01% | 795 |
|
|
2016
Q1 | $263K | Buy |
94,723
+1,705
| +2% | +$4.73K | ﹤0.01% | 1076 |
|
|
2015
Q4 | $176K | Sell |
93,018
-12,100
| -12% | -$22.9K | ﹤0.01% | 1265 |
|
|
2015
Q3 | $207K | Sell |
105,118
-1,940
| -2% | -$3.82K | ﹤0.01% | 1168 |
|
|
2015
Q2 | $282K | Sell |
107,058
-249
| -0.2% | -$656 | ﹤0.01% | 806 |
|
|
2015
Q1 | $320K | Sell |
107,307
-18,065
| -14% | -$53.9K | ﹤0.01% | 957 |
|
|
2014
Q4 | $350K | Buy |
125,372
+14,319
| +13% | +$40K | ﹤0.01% | 858 |
|
|
2014
Q3 | $275K | Buy |
111,053
+2,610
| +2% | +$6.46K | ﹤0.01% | 905 |
|
|
2014
Q2 | $374K | Buy |
108,443
+5,004
| +5% | +$17.3K | ﹤0.01% | 752 |
|
|
2014
Q1 | $318K | Buy |
103,439
+618
| +0.6% | +$1.9K | ﹤0.01% | 794 |
|
|
2013
Q4 | $317K | Sell |
102,821
-1,393
| -1% | -$4.3K | 0.01% | 661 |
|
|
2013
Q3 | $327K | Buy |
104,214
+1,930
| +2% | +$6.06K | 0.01% | 567 |
|
|
2013
Q2 | $305K | Buy |
+102,284
| New | +$305K | 0.01% | 540 |
|