Creative Planning’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $567K | Sell |
24,027
-10,539
| -30% | -$249K | ﹤0.01% | 2338 |
|
2025
Q1 | $873K | Buy |
34,566
+11,495
| +50% | +$290K | ﹤0.01% | 1819 |
|
2024
Q4 | $695K | Sell |
23,071
-1,776
| -7% | -$53.5K | ﹤0.01% | 1921 |
|
2024
Q3 | $957K | Sell |
24,847
-438
| -2% | -$16.9K | ﹤0.01% | 1544 |
|
2024
Q2 | $848K | Buy |
25,285
+1,146
| +5% | +$38.4K | ﹤0.01% | 1535 |
|
2024
Q1 | $1.06M | Buy |
24,139
+1,001
| +4% | +$43.8K | ﹤0.01% | 1301 |
|
2023
Q4 | $852K | Buy |
23,138
+676
| +3% | +$24.9K | ﹤0.01% | 1323 |
|
2023
Q3 | $743K | Buy |
22,462
+137
| +0.6% | +$4.53K | ﹤0.01% | 1308 |
|
2023
Q2 | $786K | Buy |
22,325
+818
| +4% | +$28.8K | ﹤0.01% | 1255 |
|
2023
Q1 | $817K | Buy |
21,507
+268
| +1% | +$10.2K | ﹤0.01% | 1178 |
|
2022
Q4 | $884K | Sell |
21,239
-1,481
| -7% | -$61.6K | ﹤0.01% | 1094 |
|
2022
Q3 | $792K | Buy |
22,720
+4,909
| +28% | +$171K | ﹤0.01% | 1056 |
|
2022
Q2 | $564K | Sell |
17,811
-5,287
| -23% | -$167K | ﹤0.01% | 1250 |
|
2022
Q1 | $910K | Buy |
23,098
+6,152
| +36% | +$242K | ﹤0.01% | 1032 |
|
2021
Q4 | $639K | Sell |
16,946
-765
| -4% | -$28.8K | ﹤0.01% | 1171 |
|
2021
Q3 | $648K | Buy |
17,711
+336
| +2% | +$12.3K | ﹤0.01% | 1161 |
|
2021
Q2 | $796K | Sell |
17,375
-2,938
| -14% | -$135K | ﹤0.01% | 1034 |
|
2021
Q1 | $815K | Sell |
20,313
-74
| -0.4% | -$2.97K | ﹤0.01% | 1135 |
|
2020
Q4 | $748K | Buy |
20,387
+156
| +0.8% | +$5.72K | ﹤0.01% | 1082 |
|
2020
Q3 | $496K | Sell |
20,231
-527
| -3% | -$12.9K | ﹤0.01% | 1128 |
|
2020
Q2 | $493K | Sell |
20,758
-2,053
| -9% | -$48.8K | ﹤0.01% | 1029 |
|
2020
Q1 | $432K | Sell |
22,811
-100
| -0.4% | -$1.89K | ﹤0.01% | 1014 |
|
2019
Q4 | $852K | Buy |
22,911
+363
| +2% | +$13.5K | ﹤0.01% | 859 |
|
2019
Q3 | $811K | Sell |
22,548
-857
| -4% | -$30.8K | ﹤0.01% | 844 |
|
2019
Q2 | $839K | Buy |
23,405
+639
| +3% | +$22.9K | ﹤0.01% | 830 |
|
2019
Q1 | $812K | Sell |
22,766
-745
| -3% | -$26.6K | ﹤0.01% | 812 |
|
2018
Q4 | $802K | Sell |
23,511
-757
| -3% | -$25.8K | ﹤0.01% | 752 |
|
2018
Q3 | $1.1M | Buy |
24,268
+2,025
| +9% | +$91.7K | ﹤0.01% | 719 |
|
2018
Q2 | $936K | Sell |
22,243
-298
| -1% | -$12.5K | ﹤0.01% | 770 |
|
2018
Q1 | $967K | Buy |
22,541
+1,114
| +5% | +$47.8K | ﹤0.01% | 754 |
|
2017
Q4 | $1.09M | Sell |
21,427
-109
| -0.5% | -$5.55K | ﹤0.01% | 683 |
|
2017
Q3 | $1.04M | Sell |
21,536
-2,005
| -9% | -$96.6K | ﹤0.01% | 693 |
|
2017
Q2 | $1.27M | Buy |
23,541
+10,267
| +77% | +$555K | 0.01% | 582 |
|
2017
Q1 | $803K | Sell |
13,274
-2,486
| -16% | -$150K | ﹤0.01% | 752 |
|
2016
Q4 | $919K | Sell |
15,760
-580
| -4% | -$33.8K | 0.01% | 658 |
|
2016
Q3 | $859K | Sell |
16,340
-1,125
| -6% | -$59.1K | 0.01% | 655 |
|
2016
Q2 | $791K | Sell |
17,465
-217
| -1% | -$9.83K | 0.01% | 586 |
|
2016
Q1 | $908K | Sell |
17,682
-1,499
| -8% | -$77K | 0.01% | 533 |
|
2015
Q4 | $871K | Buy |
19,181
+1,644
| +9% | +$74.7K | 0.01% | 543 |
|
2015
Q3 | $963K | Buy |
17,537
+176
| +1% | +$9.67K | 0.01% | 487 |
|
2015
Q2 | $978K | Sell |
17,361
-5,568
| -24% | -$314K | 0.01% | 476 |
|
2015
Q1 | $1.39M | Buy |
22,929
+1,161
| +5% | +$70.5K | 0.01% | 362 |
|
2014
Q4 | $1.44M | Buy |
21,768
+1,484
| +7% | +$97.8K | 0.01% | 345 |
|
2014
Q3 | $1.18M | Buy |
20,284
+1,048
| +5% | +$61K | 0.01% | 349 |
|
2014
Q2 | $1.34M | Buy |
19,236
+1,389
| +8% | +$97K | 0.02% | 311 |
|
2014
Q1 | $1.19M | Sell |
17,847
-88
| -0.5% | -$5.86K | 0.02% | 320 |
|
2013
Q4 | $1.24M | Buy |
17,935
+1,809
| +11% | +$125K | 0.02% | 260 |
|
2013
Q3 | $1.04M | Sell |
16,126
-1,195
| -7% | -$76.8K | 0.02% | 256 |
|
2013
Q2 | $950K | Buy |
+17,321
| New | +$950K | 0.02% | 244 |
|