Creative Planning’s Hilltop Holdings HTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
22,835
+1,949
| +9% | +$59.2K | ﹤0.01% | 2162 |
|
|
2025
Q1 | $636K | Buy |
20,886
+10,170
| +95% | +$310K | ﹤0.01% | 2071 |
|
|
2024
Q4 | $307K | Buy |
+10,716
| New | +$307K | ﹤0.01% | 2638 |
|
|
2021
Q2 | – | Sell |
-25,566
| Closed | -$873K | – | 2141 |
|
|
2021
Q1 | $873K | Sell |
25,566
-46
| -0.2% | -$1.57K | ﹤0.01% | 1092 |
|
|
2020
Q4 | $705K | Hold |
25,612
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q3 | $527K | Sell |
25,612
-1,602
| -6% | -$33K | ﹤0.01% | 1095 |
|
|
2020
Q2 | $502K | Sell |
27,214
-2,100
| -7% | -$38.7K | ﹤0.01% | 1020 |
|
|
2020
Q1 | $443K | Hold |
29,314
| – | – | ﹤0.01% | 996 |
|
|
2019
Q4 | $731K | Hold |
29,314
| – | – | ﹤0.01% | 929 |
|
|
2019
Q3 | $700K | Sell |
29,314
-1,548
| -5% | -$37K | ﹤0.01% | 905 |
|
|
2019
Q2 | $656K | Buy |
30,862
+46
| +0.1% | +$978 | ﹤0.01% | 931 |
|
|
2019
Q1 | $562K | Sell |
30,816
-56
| -0.2% | -$1.02K | ﹤0.01% | 970 |
|
|
2018
Q4 | $550K | Buy |
30,872
+548
| +2% | +$9.76K | ﹤0.01% | 908 |
|
|
2018
Q3 | $612K | Hold |
30,324
| – | – | ﹤0.01% | 968 |
|
|
2018
Q2 | $669K | Hold |
30,324
| – | – | ﹤0.01% | 924 |
|
|
2018
Q1 | $711K | Sell |
30,324
-68
| -0.2% | -$1.59K | ﹤0.01% | 900 |
|
|
2017
Q4 | $770K | Buy |
30,392
+6,474
| +27% | +$164K | ﹤0.01% | 844 |
|
|
2017
Q3 | $622K | Buy |
23,918
+200
| +0.8% | +$5.2K | ﹤0.01% | 937 |
|
|
2017
Q2 | $622K | Buy |
23,718
+350
| +1% | +$9.18K | ﹤0.01% | 903 |
|
|
2017
Q1 | $642K | Buy |
23,368
+23,312
| +41,629% | +$640K | ﹤0.01% | 852 |
|
|
2016
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 4155 |
|
|
2016
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 4226 |
|
|
2016
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 4044 |
|
|
2016
Q1 | $1K | Sell |
56
-463
| -89% | -$8.27K | ﹤0.01% | 4024 |
|
|
2015
Q4 | $10K | Hold |
519
| – | – | ﹤0.01% | 3250 |
|
|
2015
Q3 | $10K | Buy |
+519
| New | +$10K | ﹤0.01% | 3167 |
|
|
2015
Q2 | – | Sell |
-519
| Closed | -$10K | – | 1846 |
|
|
2015
Q1 | $10K | Sell |
519
-2,461
| -83% | -$47.4K | ﹤0.01% | 3141 |
|
|
2014
Q4 | $59K | Buy |
2,980
+1,980
| +198% | +$39.2K | ﹤0.01% | 1879 |
|
|
2014
Q3 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 2512 |
|