Creative Planning’s KT KT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.01M | Sell |
192,947
-4,577
| -2% | -$95.1K | ﹤0.01% | 871 |
|
2025
Q1 | $3.5M | Sell |
197,524
-13,137
| -6% | -$233K | ﹤0.01% | 859 |
|
2024
Q4 | $3.27M | Buy |
210,661
+10,913
| +5% | +$169K | ﹤0.01% | 852 |
|
2024
Q3 | $3.07M | Buy |
199,748
+63,338
| +46% | +$974K | ﹤0.01% | 847 |
|
2024
Q2 | $1.86M | Buy |
136,410
+36,241
| +36% | +$495K | ﹤0.01% | 1019 |
|
2024
Q1 | $1.4M | Buy |
100,169
+32,614
| +48% | +$457K | ﹤0.01% | 1126 |
|
2023
Q4 | $908K | Buy |
+67,555
| New | +$908K | ﹤0.01% | 1283 |
|
2017
Q3 | – | Sell |
-300
| Closed | -$5K | – | 2803 |
|
2017
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 3934 |
|
2017
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 3900 |
|
2016
Q4 | $4K | Sell |
300
-352
| -54% | -$4.69K | ﹤0.01% | 3960 |
|
2016
Q3 | $10K | Buy |
652
+202
| +45% | +$3.1K | ﹤0.01% | 3458 |
|
2016
Q2 | $6K | Hold |
450
| – | – | ﹤0.01% | 3478 |
|
2016
Q1 | $6K | Buy |
450
+300
| +200% | +$4K | ﹤0.01% | 3448 |
|
2015
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 3940 |
|
2015
Q3 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 3873 |
|
2015
Q2 | – | Sell |
-150
| Closed | -$2K | – | 2029 |
|
2015
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 3778 |
|
2014
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 3725 |
|
2014
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 3574 |
|
2014
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 3407 |
|
2014
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 3279 |
|
2013
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 3098 |
|
2013
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 2888 |
|
2013
Q2 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 2825 |
|