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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
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|
2025
Q1 | $636K | Buy |
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|
2024
Q4 | $307K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $873K | Sell |
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|
2020
Q4 | $705K | Hold |
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|
2020
Q3 | $527K | Sell |
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|
2020
Q2 | $502K | Sell |
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|
2020
Q1 | $443K | Hold |
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|
2019
Q4 | $731K | Hold |
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|
2019
Q3 | $700K | Sell |
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|
2019
Q2 | $656K | Buy |
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|
2019
Q1 | $562K | Sell |
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|
2018
Q4 | $550K | Buy |
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|
2018
Q3 | $612K | Hold |
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|
2018
Q2 | $669K | Hold |
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|
2018
Q1 | $711K | Sell |
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|
2017
Q4 | $770K | Buy |
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|
2017
Q3 | $622K | Buy |
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|
2017
Q2 | $622K | Buy |
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|
2017
Q1 | $642K | Buy |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $10K | Hold |
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|
2015
Q3 | $10K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $59K | Buy |
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|
2014
Q3 | $20K | Buy |
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