Creative Planning’s HNI Corp HNI Stock Holding History

Creative Planning’s Portfolio HNI Stock Details HNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$386K	Buy	7,839 +183	+2%	+$9K	﹤0.01%	2680
2025 Q1	$340K	Buy	7,656 +1,028	+16%	+$45.6K	﹤0.01%	2631
2024 Q4	$334K	Sell	6,628 -1,800	-21%	-$90.7K	﹤0.01%	2563
2024 Q3	$454K	Buy	+8,428	New	+$454K	﹤0.01%	2191
2021 Q2	–	Sell	-10,000	Closed	-$396K	–	2138
2021 Q1	$396K	Sell	10,000 -10	-0.1%	-$396	﹤0.01%	1571
2020 Q4	$345K	Hold	10,010	–	–	﹤0.01%	1508
2020 Q3	$314K	Buy	10,010 +10	+0.1%	+$314	﹤0.01%	1377
2020 Q2	$306K	Sell	10,000 -3,000	-23%	-$91.8K	﹤0.01%	1274
2020 Q1	$327K	Buy	13,000 +3,000	+30%	+$75.5K	﹤0.01%	1133
2019 Q4	$375K	Hold	10,000	–	–	﹤0.01%	1256
2019 Q3	$355K	Buy	10,000 +4,000	+67%	+$142K	﹤0.01%	1254
2019 Q2	$212K	Hold	6,000	–	–	﹤0.01%	1576
2019 Q1	$218K	Hold	6,000	–	–	﹤0.01%	1515
2018 Q4	$213K	Hold	6,000	–	–	﹤0.01%	1440
2018 Q3	$265K	Sell	6,000 -92	-2%	-$4.06K	﹤0.01%	1470
2018 Q2	$227K	Buy	+6,092	New	+$227K	﹤0.01%	1540
2017 Q3	–	Sell	-600	Closed	-$24K	–	2625
2017 Q2	$24K	Hold	600	–	–	﹤0.01%	3021
2017 Q1	$28K	Sell	600 -100	-14%	-$4.67K	﹤0.01%	2858
2016 Q4	$39K	Hold	700	–	–	﹤0.01%	2565
2016 Q3	$28K	Sell	700 -3,000	-81%	-$120K	﹤0.01%	2768
2016 Q2	$172K	Hold	3,700	–	–	﹤0.01%	1319
2016 Q1	$145K	Hold	3,700	–	–	﹤0.01%	1391
2015 Q4	$133K	Buy	3,700 +600	+19%	+$21.6K	﹤0.01%	1459
2015 Q3	$133K	Buy	+3,100	New	+$133K	﹤0.01%	1412
2015 Q2	–	Sell	-3,000	Closed	-$166K	–	1822
2015 Q1	$166K	Hold	3,000	–	–	﹤0.01%	1281
2014 Q4	$153K	Hold	3,000	–	–	﹤0.01%	1294
2014 Q3	$108K	Hold	3,000	–	–	﹤0.01%	1412
2014 Q2	$117K	Hold	3,000	–	–	﹤0.01%	1329
2014 Q1	$110K	Hold	3,000	–	–	﹤0.01%	1347
2013 Q4	$116K	Buy	3,000 +1,000	+50%	+$38.7K	﹤0.01%	1119
2013 Q3	$72K	Hold	2,000	–	–	﹤0.01%	1310
2013 Q2	$72K	Buy	+2,000	New	+$72K	﹤0.01%	1171