Creative Planning’s Heidrick & Struggles HSII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$367K	Sell	8,020 -56	-0.7%	-$2.56K	﹤0.01%	2719
2025 Q1	$346K	Sell	8,076 -30	-0.4%	-$1.29K	﹤0.01%	2615
2024 Q4	$359K	Sell	8,106 -89	-1%	-$3.94K	﹤0.01%	2513
2024 Q3	$318K	Buy	+8,195	New	+$318K	﹤0.01%	2468