Creative Planning’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
6,931
-401
| -5% | -$103K | ﹤0.01% | 1411 |
|
|
2025
Q1 | $1.82M | Buy |
7,332
+1,949
| +36% | +$483K | ﹤0.01% | 1239 |
|
|
2024
Q4 | $1.36M | Buy |
5,383
+419
| +8% | +$106K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $1.34M | Buy |
4,964
+333
| +7% | +$89.8K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $951K | Buy |
4,631
+990
| +27% | +$203K | ﹤0.01% | 1432 |
|
|
2024
Q1 | $710K | Buy |
3,641
+432
| +13% | +$84.3K | ﹤0.01% | 1581 |
|
|
2023
Q4 | $606K | Sell |
3,209
-2,019
| -39% | -$381K | ﹤0.01% | 1567 |
|
|
2023
Q3 | $738K | Buy |
5,228
+598
| +13% | +$84.4K | ﹤0.01% | 1311 |
|
|
2023
Q2 | $721K | Buy |
4,630
+1,582
| +52% | +$246K | ﹤0.01% | 1304 |
|
|
2023
Q1 | $443K | Buy |
3,048
+79
| +3% | +$11.5K | ﹤0.01% | 1540 |
|
|
2022
Q4 | $473K | Buy |
2,969
+1,579
| +114% | +$252K | ﹤0.01% | 1452 |
|
|
2022
Q3 | $210K | Buy |
+1,390
| New | +$210K | ﹤0.01% | 1865 |
|
|
2017
Q3 | – | Sell |
-538
| Closed | -$67K | – | 2755 |
|
|
2017
Q2 | $67K | Buy |
538
+76
| +16% | +$9.47K | ﹤0.01% | 2271 |
|
|
2017
Q1 | $51K | Sell |
462
-17
| -4% | -$1.88K | ﹤0.01% | 2441 |
|
|
2016
Q4 | $48K | Sell |
479
-60
| -11% | -$6.01K | ﹤0.01% | 2401 |
|
|
2016
Q3 | $61K | Buy |
539
+84
| +18% | +$9.51K | ﹤0.01% | 2185 |
|
|
2016
Q2 | $44K | Sell |
455
-145
| -24% | -$14K | ﹤0.01% | 2208 |
|
|
2016
Q1 | $70K | Sell |
600
-488
| -45% | -$56.9K | ﹤0.01% | 1853 |
|
|
2015
Q4 | $174K | Buy |
1,088
+206
| +23% | +$32.9K | ﹤0.01% | 1277 |
|
|
2015
Q3 | $127K | Buy |
+882
| New | +$127K | ﹤0.01% | 1442 |
|
|
2015
Q2 | – | Sell |
-282
| Closed | -$48K | – | 1992 |
|
|
2015
Q1 | $48K | Buy |
282
+47
| +20% | +$8K | ﹤0.01% | 2042 |
|
|
2014
Q4 | $35K | Hold |
235
| – | – | ﹤0.01% | 2216 |
|
|
2014
Q3 | $30K | Buy |
235
+51
| +28% | +$6.51K | ﹤0.01% | 2231 |
|
|
2014
Q2 | $23K | Buy |
184
+4
| +2% | +$500 | ﹤0.01% | 2371 |
|
|
2014
Q1 | $21K | Buy |
180
+10
| +6% | +$1.17K | ﹤0.01% | 2315 |
|
|
2013
Q4 | $17K | Buy |
170
+1
| +0.6% | +$100 | ﹤0.01% | 2286 |
|
|
2013
Q3 | $15K | Hold |
169
| – | – | ﹤0.01% | 2252 |
|
|
2013
Q2 | $15K | Buy |
+169
| New | +$15K | ﹤0.01% | 2087 |
|