Creative Planning’s Haverty Furniture Companies HVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,376
| Closed | -$283K | – | 3650 |
|
|
2025
Q1 | $283K | Buy |
14,376
+14,334
| +34,129% | +$283K | ﹤0.01% | 2801 |
|
|
2024
Q4 | $935 | Buy |
+42
| New | +$935 | ﹤0.01% | 3506 |
|
|
2021
Q2 | – | Sell |
-17,340
| Closed | -$645K | – | 2143 |
|
|
2021
Q1 | $645K | Hold |
17,340
| – | – | ﹤0.01% | 1249 |
|
|
2020
Q4 | $480K | Buy |
+17,340
| New | +$480K | ﹤0.01% | 1322 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$8K | – | 2649 |
|
|
2017
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 3700 |
|
|
2017
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 3744 |
|
|
2016
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 3697 |
|
|
2016
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 3724 |
|
|
2016
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 3574 |
|
|
2016
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 3443 |
|
|
2015
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 3528 |
|
|
2015
Q3 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 3393 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$7K | – | 1852 |
|
|
2015
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 3335 |
|
|
2014
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 3247 |
|
|
2014
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 3080 |
|
|
2014
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 2916 |
|
|
2014
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 2753 |
|
|
2013
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 2611 |
|
|
2013
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 2614 |
|
|
2013
Q2 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 2413 |
|