Creative Planning’s Kestrel Group KG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Buy |
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|
2025
Q2 | $272K | Buy |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $407K | Hold |
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|
2024
Q1 | $444K | Hold |
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|
2023
Q4 | $452K | Hold |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $415K | Hold |
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|
2023
Q1 | $413K | Hold |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $376K | Hold |
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|
2022
Q2 | $340K | Hold |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $536K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $17K | Hold |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $81K | Sell |
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|
2018
Q1 | $71K | Hold |
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|
2017
Q4 | $72K | Buy |
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|
2017
Q3 | $81K | Sell |
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|
2017
Q2 | $119K | Hold |
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|
2017
Q1 | $150K | Hold |
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|
2016
Q4 | $187K | Sell |
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|
2016
Q3 | $138K | Sell |
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|
2016
Q2 | $134K | Hold |
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|
2016
Q1 | $141K | Hold |
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|
2015
Q4 | $163K | Buy |
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|
2015
Q3 | $32K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $30K | Hold |
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|
2014
Q4 | $26K | Buy |
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