Creative Planning’s Hilltop Holdings HTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Buy |
46,024
+1,621
| +4% | +$59.4K | ﹤0.01% | 2063 |
|
|
2025
Q4 | $1.51M | Buy |
44,403
+6,346
| +17% | +$213K | ﹤0.01% | 1951 |
|
|
2025
Q3 | $1.27M | Buy |
38,057
+15,222
| +67% | +$496K | ﹤0.01% | 1899 |
|
|
2025
Q2 | $693K | Buy |
22,835
+1,949
| +9% | +$57.8K | ﹤0.01% | 2167 |
|
|
2025
Q1 | $636K | Buy |
20,886
+10,170
| +95% | +$309K | ﹤0.01% | 2076 |
|
|
2024
Q4 | $307K | Buy |
+10,716
| New | +$335K | ﹤0.01% | 2647 |
|
|
2021
Q2 | – | Sell |
-25,566
| Closed | -$873K | – | 2297 |
|
|
2021
Q1 | $873K | Sell |
25,566
-46
| -0.2% | -$1.51K | ﹤0.01% | 1107 |
|
|
2020
Q4 | $705K | Hold |
25,612
| – | – | ﹤0.01% | 1125 |
|
|
2020
Q3 | $527K | Sell |
25,612
-1,602
| -6% | -$31.1K | ﹤0.01% | 1111 |
|
|
2020
Q2 | $502K | Sell |
27,214
-2,100
| -7% | -$36.1K | ﹤0.01% | 1030 |
|
|
2020
Q1 | $443K | Hold |
29,314
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q4 | $731K | Hold |
29,314
| – | – | ﹤0.01% | 935 |
|
|
2019
Q3 | $700K | Sell |
29,314
-1,548
| -5% | -$35.5K | ﹤0.01% | 908 |
|
|
2019
Q2 | $656K | Buy |
30,862
+46
| +0.1% | +$928 | ﹤0.01% | 935 |
|
|
2019
Q1 | $562K | Sell |
30,816
-56
| -0.2% | -$1.04K | ﹤0.01% | 973 |
|
|
2018
Q4 | $550K | Buy |
30,872
+548
| +2% | +$10.4K | ﹤0.01% | 913 |
|
|
2018
Q3 | $612K | Hold |
30,324
| – | – | ﹤0.01% | 977 |
|
|
2018
Q2 | $669K | Hold |
30,324
| – | – | ﹤0.01% | 931 |
|
|
2018
Q1 | $711K | Sell |
30,324
-68
| -0.2% | -$1.72K | ﹤0.01% | 908 |
|
|
2017
Q4 | $770K | Buy |
30,392
+6,474
| +27% | +$159K | ﹤0.01% | 851 |
|
|
2017
Q3 | $622K | Buy |
23,918
+200
| +0.8% | +$5.02K | ﹤0.01% | 945 |
|
|
2017
Q2 | $622K | Buy |
23,718
+350
| +1% | +$9.28K | ﹤0.01% | 909 |
|
|
2017
Q1 | $642K | Buy |
23,368
+23,312
| +41,629% | +$651K | ﹤0.01% | 856 |
|
|
2016
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 4267 |
|
|
2016
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 4385 |
|
|
2016
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 4165 |
|
|
2016
Q1 | $1K | Sell |
56
-463
| -89% | -$7.82K | ﹤0.01% | 4127 |
|
|
2015
Q4 | $10K | Hold |
519
| – | – | ﹤0.01% | 3298 |
|
|
2015
Q3 | $10K | Buy |
+519
| New | +$11.1K | ﹤0.01% | 3199 |
|
|
2015
Q2 | – | Sell |
-519
| Closed | -$10K | – | 1929 |
|
|
2015
Q1 | $10K | Sell |
519
-2,461
| -83% | -$46.8K | ﹤0.01% | 3187 |
|
|
2014
Q4 | $59K | Buy |
2,980
+1,980
| +198% | +$40.7K | ﹤0.01% | 1895 |
|
|
2014
Q3 | $20K | Buy |
+1,000
| New | +$20.7K | ﹤0.01% | 2539 |
|
Other funds holding HTH
VPM
VCM
