Creative Planning’s Kelly Services Class A KELYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
90,287
+32,669
| +57% | +$383K | ﹤0.01% | 1802 |
|
|
2025
Q1 | $759K | Sell |
57,618
-2,175
| -4% | -$28.6K | ﹤0.01% | 1941 |
|
|
2024
Q4 | $834K | Buy |
59,793
+50,294
| +529% | +$701K | ﹤0.01% | 1784 |
|
|
2024
Q3 | $203K | Buy |
+9,499
| New | +$203K | ﹤0.01% | 2823 |
|
|
2017
Q3 | – | Sell |
-593
| Closed | -$13K | – | 2777 |
|
|
2017
Q2 | $13K | Hold |
593
| – | – | ﹤0.01% | 3425 |
|
|
2017
Q1 | $13K | Hold |
593
| – | – | ﹤0.01% | 3390 |
|
|
2016
Q4 | $14K | Buy |
593
+300
| +102% | +$7.08K | ﹤0.01% | 3271 |
|
|
2016
Q3 | $6K | Hold |
293
| – | – | ﹤0.01% | 3726 |
|
|
2016
Q2 | $6K | Hold |
293
| – | – | ﹤0.01% | 3477 |
|
|
2016
Q1 | $6K | Hold |
293
| – | – | ﹤0.01% | 3446 |
|
|
2015
Q4 | $5K | Hold |
293
| – | – | ﹤0.01% | 3614 |
|
|
2015
Q3 | $4K | Buy |
+293
| New | +$4K | ﹤0.01% | 3661 |
|
|
2015
Q2 | – | Sell |
-293
| Closed | -$5K | – | 2006 |
|
|
2015
Q1 | $5K | Hold |
293
| – | – | ﹤0.01% | 3472 |
|
|
2014
Q4 | $5K | Hold |
293
| – | – | ﹤0.01% | 3424 |
|
|
2014
Q3 | $5K | Hold |
293
| – | – | ﹤0.01% | 3232 |
|
|
2014
Q2 | $5K | Hold |
293
| – | – | ﹤0.01% | 3134 |
|
|
2014
Q1 | $7K | Hold |
293
| – | – | ﹤0.01% | 2871 |
|
|
2013
Q4 | $7K | Hold |
293
| – | – | ﹤0.01% | 2717 |
|
|
2013
Q3 | $6K | Hold |
293
| – | – | ﹤0.01% | 2663 |
|
|
2013
Q2 | $5K | Buy |
+293
| New | +$5K | ﹤0.01% | 2544 |
|