Creative Planning’s Landmark Bancorp LARK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,513
| Closed | -$205K | – | 3659 |
|
|
2025
Q1 | $205K | Buy |
+7,513
| New | +$205K | ﹤0.01% | 3041 |
|
|
2017
Q3 | – | Sell |
-5,441
| Closed | -$110K | – | 2815 |
|
|
2017
Q2 | $110K | Hold |
5,441
| – | – | ﹤0.01% | 1909 |
|
|
2017
Q1 | $109K | Hold |
5,441
| – | – | ﹤0.01% | 1882 |
|
|
2016
Q4 | $103K | Sell |
5,441
-3
| -0.1% | -$57 | ﹤0.01% | 1828 |
|
|
2016
Q3 | $93K | Hold |
5,444
| – | – | ﹤0.01% | 1881 |
|
|
2016
Q2 | $89K | Sell |
5,444
-10
| -0.2% | -$163 | ﹤0.01% | 1736 |
|
|
2016
Q1 | $88K | Hold |
5,454
| – | – | ﹤0.01% | 1705 |
|
|
2015
Q4 | $92K | Buy |
+5,454
| New | +$92K | ﹤0.01% | 1668 |
|