Creative Planning’s Holley HLLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,240
Closed -$54.6K 3649
2025
Q1
$54.6K Buy
+21,240
New +$54.6K ﹤0.01% 3321