Creative Planning’s iQIYI IQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Sell |
30,768
-29,165
| -49% | -$51.6K | ﹤0.01% | 3490 |
|
|
2025
Q1 | $135K | Sell |
59,933
-145,713
| -71% | -$329K | ﹤0.01% | 3175 |
|
|
2024
Q4 | $413K | Buy |
205,646
+97,366
| +90% | +$196K | ﹤0.01% | 2396 |
|
|
2024
Q3 | $310K | Buy |
108,280
+25,961
| +32% | +$74.2K | ﹤0.01% | 2493 |
|
|
2024
Q2 | $302K | Buy |
82,319
+1,139
| +1% | +$4.18K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $343K | Buy |
81,180
+26,178
| +48% | +$111K | ﹤0.01% | 2129 |
|
|
2023
Q4 | $268K | Buy |
55,002
+5,793
| +12% | +$28.3K | ﹤0.01% | 2159 |
|
|
2023
Q3 | $233K | Sell |
49,209
-81,531
| -62% | -$386K | ﹤0.01% | 2117 |
|
|
2023
Q2 | $698K | Buy |
130,740
+84,867
| +185% | +$453K | ﹤0.01% | 1335 |
|
|
2023
Q1 | $334K | Buy |
45,873
+5,445
| +13% | +$39.6K | ﹤0.01% | 1731 |
|
|
2022
Q4 | $214K | Sell |
40,428
-12,603
| -24% | -$66.8K | ﹤0.01% | 1972 |
|
|
2022
Q3 | $144K | Buy |
53,031
+31,730
| +149% | +$86.2K | ﹤0.01% | 1964 |
|
|
2022
Q2 | $89K | Sell |
21,301
-6,093
| -22% | -$25.5K | ﹤0.01% | 1971 |
|
|
2022
Q1 | $124K | Sell |
27,394
-9,653
| -26% | -$43.7K | ﹤0.01% | 1962 |
|
|
2021
Q4 | $169K | Sell |
37,047
-10,983
| -23% | -$50.1K | ﹤0.01% | 1896 |
|
|
2021
Q3 | $386K | Sell |
48,030
-10,732
| -18% | -$86.2K | ﹤0.01% | 1443 |
|
|
2021
Q2 | $916K | Sell |
58,762
-96,175
| -62% | -$1.5M | ﹤0.01% | 966 |
|
|
2021
Q1 | $2.58M | Buy |
154,937
+140,537
| +976% | +$2.34M | 0.01% | 612 |
|
|
2020
Q4 | $252K | Sell |
14,400
-957
| -6% | -$16.7K | ﹤0.01% | 1703 |
|
|
2020
Q3 | $347K | Sell |
15,357
-9,800
| -39% | -$221K | ﹤0.01% | 1309 |
|
|
2020
Q2 | $583K | Sell |
25,157
-4,925
| -16% | -$114K | ﹤0.01% | 950 |
|
|
2020
Q1 | $535K | Sell |
30,082
-47,472
| -61% | -$844K | ﹤0.01% | 900 |
|
|
2019
Q4 | $1.64M | Buy |
77,554
+24,489
| +46% | +$517K | ﹤0.01% | 580 |
|
|
2019
Q3 | $856K | Buy |
53,065
+3,692
| +7% | +$59.6K | ﹤0.01% | 825 |
|
|
2019
Q2 | $1.02M | Buy |
49,373
+10,839
| +28% | +$224K | ﹤0.01% | 751 |
|
|
2019
Q1 | $922K | Sell |
38,534
-1,681
| -4% | -$40.2K | ﹤0.01% | 760 |
|
|
2018
Q4 | $598K | Sell |
40,215
-2,450
| -6% | -$36.4K | ﹤0.01% | 868 |
|
|
2018
Q3 | $1.16M | Buy |
42,665
+18,252
| +75% | +$494K | ﹤0.01% | 699 |
|
|
2018
Q2 | $789K | Buy |
+24,413
| New | +$789K | ﹤0.01% | 869 |
|