Creative Planning’s Kopin KOPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Sell |
10,587
-4,351
| -29% | -$6.66K | ﹤0.01% | 3565 |
|
|
2025
Q1 | $13.9K | Sell |
14,938
-550
| -4% | -$513 | ﹤0.01% | 3394 |
|
|
2024
Q4 | $21.1K | Sell |
15,488
-3,230
| -17% | -$4.39K | ﹤0.01% | 3320 |
|
|
2024
Q3 | $13.7K | Hold |
18,718
| – | – | ﹤0.01% | 3160 |
|
|
2024
Q2 | $15.7K | Buy |
18,718
+7,730
| +70% | +$6.49K | ﹤0.01% | 2965 |
|
|
2024
Q1 | $19.8K | Sell |
10,988
-24,019
| -69% | -$43.2K | ﹤0.01% | 2813 |
|
|
2023
Q4 | $71.1K | Hold |
35,007
| – | – | ﹤0.01% | 2600 |
|
|
2023
Q3 | $42.7K | Hold |
35,007
| – | – | ﹤0.01% | 2482 |
|
|
2023
Q2 | $75.3K | Buy |
+35,007
| New | +$75.3K | ﹤0.01% | 2376 |
|
|
2021
Q2 | – | Sell |
-40,248
| Closed | -$422K | – | 2177 |
|
|
2021
Q1 | $422K | Buy |
40,248
+10,512
| +35% | +$110K | ﹤0.01% | 1528 |
|
|
2020
Q4 | $72K | Buy |
29,736
+1,400
| +5% | +$3.39K | ﹤0.01% | 1999 |
|
|
2020
Q3 | $39K | Buy |
+28,336
| New | +$39K | ﹤0.01% | 1871 |
|
|
2017
Q3 | – | Sell |
-1,179
| Closed | -$4K | – | 2796 |
|
|
2017
Q2 | $4K | Hold |
1,179
| – | – | ﹤0.01% | 4034 |
|
|
2017
Q1 | $5K | Hold |
1,179
| – | – | ﹤0.01% | 3899 |
|
|
2016
Q4 | $3K | Hold |
1,179
| – | – | ﹤0.01% | 4054 |
|
|
2016
Q3 | $3K | Hold |
1,179
| – | – | ﹤0.01% | 3992 |
|
|
2016
Q2 | $3K | Buy |
1,179
+999
| +555% | +$2.54K | ﹤0.01% | 3803 |
|
|
2016
Q1 | $0 | Hold |
180
| – | – | ﹤0.01% | 4293 |
|
|
2015
Q4 | $0 | Buy |
+180
| New | – | ﹤0.01% | 4351 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$1K | – | 3390 |
|
|
2013
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 3092 |
|
|
2013
Q2 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 2945 |
|