Creative Planning’s Knowles KN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
247,826
+52,552
| +27% | +$926K | ﹤0.01% | 826 |
|
|
2025
Q1 | $2.97M | Buy |
195,274
+92
| +0% | +$1.4K | ﹤0.01% | 937 |
|
|
2024
Q4 | $3.89M | Buy |
195,182
+32,557
| +20% | +$649K | ﹤0.01% | 767 |
|
|
2024
Q3 | $2.93M | Buy |
162,625
+14,045
| +9% | +$253K | ﹤0.01% | 873 |
|
|
2024
Q2 | $2.56M | Buy |
148,580
+14,688
| +11% | +$254K | ﹤0.01% | 877 |
|
|
2024
Q1 | $2.16M | Buy |
133,892
+2,131
| +2% | +$34.3K | ﹤0.01% | 931 |
|
|
2023
Q4 | $2.36M | Buy |
131,761
+25,510
| +24% | +$457K | ﹤0.01% | 853 |
|
|
2023
Q3 | $1.57M | Sell |
106,251
-6,270
| -6% | -$92.9K | ﹤0.01% | 957 |
|
|
2023
Q2 | $2.03M | Buy |
112,521
+1,259
| +1% | +$22.7K | ﹤0.01% | 804 |
|
|
2023
Q1 | $1.89M | Buy |
111,262
+7,706
| +7% | +$131K | ﹤0.01% | 790 |
|
|
2022
Q4 | $1.7M | Sell |
103,556
-1,035
| -1% | -$17K | ﹤0.01% | 810 |
|
|
2022
Q3 | $1.27M | Buy |
104,591
+2,357
| +2% | +$28.7K | ﹤0.01% | 858 |
|
|
2022
Q2 | $1.77M | Buy |
102,234
+3,751
| +4% | +$65K | ﹤0.01% | 758 |
|
|
2022
Q1 | $2.12M | Buy |
98,483
+70
| +0.1% | +$1.51K | ﹤0.01% | 701 |
|
|
2021
Q4 | $2.3M | Hold |
98,413
| – | – | ﹤0.01% | 649 |
|
|
2021
Q3 | $1.84M | Hold |
98,413
| – | – | ﹤0.01% | 712 |
|
|
2021
Q2 | $1.94M | Sell |
98,413
-1,450
| -1% | -$28.6K | ﹤0.01% | 693 |
|
|
2021
Q1 | $2.09M | Buy |
99,863
+850
| +0.9% | +$17.8K | ﹤0.01% | 700 |
|
|
2020
Q4 | $1.83M | Buy |
99,013
+1,361
| +1% | +$25.1K | ﹤0.01% | 701 |
|
|
2020
Q3 | $1.46M | Sell |
97,652
-360
| -0.4% | -$5.36K | ﹤0.01% | 672 |
|
|
2020
Q2 | $1.5M | Sell |
98,012
-826
| -0.8% | -$12.6K | ﹤0.01% | 590 |
|
|
2020
Q1 | $1.32M | Buy |
98,838
+1,604
| +2% | +$21.5K | ﹤0.01% | 545 |
|
|
2019
Q4 | $2.06M | Buy |
97,234
+261
| +0.3% | +$5.52K | 0.01% | 507 |
|
|
2019
Q3 | $1.97M | Buy |
96,973
+100
| +0.1% | +$2.03K | 0.01% | 495 |
|
|
2019
Q2 | $1.77M | Sell |
96,873
-3,867
| -4% | -$70.8K | 0.01% | 537 |
|
|
2019
Q1 | $1.78M | Sell |
100,740
-400
| -0.4% | -$7.05K | 0.01% | 503 |
|
|
2018
Q4 | $1.35M | Hold |
101,140
| – | – | 0.01% | 544 |
|
|
2018
Q3 | $1.68M | Buy |
101,140
+3,539
| +4% | +$58.8K | 0.01% | 531 |
|
|
2018
Q2 | $1.49M | Buy |
97,601
+657
| +0.7% | +$10.1K | 0.01% | 549 |
|
|
2018
Q1 | $1.22M | Sell |
96,944
-239
| -0.2% | -$3.01K | 0.01% | 625 |
|
|
2017
Q4 | $1.43M | Sell |
97,183
-35
| -0% | -$513 | 0.01% | 557 |
|
|
2017
Q3 | $1.49M | Buy |
97,218
+700
| +0.7% | +$10.7K | 0.01% | 552 |
|
|
2017
Q2 | $1.63M | Sell |
96,518
-296
| -0.3% | -$5.01K | 0.01% | 498 |
|
|
2017
Q1 | $1.84M | Buy |
96,814
+496
| +0.5% | +$9.4K | 0.01% | 456 |
|
|
2016
Q4 | $1.61M | Sell |
96,318
-1,100
| -1% | -$18.4K | 0.01% | 467 |
|
|
2016
Q3 | $1.37M | Buy |
97,418
+568
| +0.6% | +$7.98K | 0.01% | 486 |
|
|
2016
Q2 | $1.33M | Sell |
96,850
-273
| -0.3% | -$3.74K | 0.01% | 442 |
|
|
2016
Q1 | $1.28M | Sell |
97,123
-1,500
| -2% | -$19.8K | 0.01% | 428 |
|
|
2015
Q4 | $1.32M | Buy |
98,623
+288
| +0.3% | +$3.84K | 0.01% | 420 |
|
|
2015
Q3 | $1.81M | Sell |
98,335
-25
| -0% | -$461 | 0.02% | 313 |
|
|
2015
Q2 | $1.78M | Buy |
98,360
+891
| +0.9% | +$16.1K | 0.02% | 320 |
|
|
2015
Q1 | $1.88M | Sell |
97,469
-50
| -0.1% | -$963 | 0.02% | 291 |
|
|
2014
Q4 | $2.3M | Sell |
97,519
-150
| -0.2% | -$3.53K | 0.02% | 246 |
|
|
2014
Q3 | $2.59M | Buy |
97,669
+15
| +0% | +$397 | 0.03% | 201 |
|
|
2014
Q2 | $3M | Buy |
97,654
+340
| +0.3% | +$10.5K | 0.04% | 168 |
|
|
2014
Q1 | $3.07M | Buy |
+97,314
| New | +$3.07M | 0.05% | 143 |
|