Creative Planning’s LCI Industries LCII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
4,384
-1,707
| -28% | -$156K | ﹤0.01% | 2646 |
|
|
2025
Q1 | $533K | Buy |
6,091
+1,767
| +41% | +$154K | ﹤0.01% | 2219 |
|
|
2024
Q4 | $447K | Sell |
4,324
-1,437
| -25% | -$149K | ﹤0.01% | 2323 |
|
|
2024
Q3 | $694K | Buy |
5,761
+3,028
| +111% | +$365K | ﹤0.01% | 1822 |
|
|
2024
Q2 | $283K | Sell |
2,733
-3,102
| -53% | -$321K | ﹤0.01% | 2388 |
|
|
2024
Q1 | $718K | Buy |
5,835
+940
| +19% | +$116K | ﹤0.01% | 1576 |
|
|
2023
Q4 | $615K | Buy |
4,895
+1,607
| +49% | +$202K | ﹤0.01% | 1552 |
|
|
2023
Q3 | $386K | Buy |
3,288
+326
| +11% | +$38.3K | ﹤0.01% | 1742 |
|
|
2023
Q2 | $374K | Buy |
2,962
+995
| +51% | +$126K | ﹤0.01% | 1736 |
|
|
2023
Q1 | $216K | Buy |
+1,967
| New | +$216K | ﹤0.01% | 2062 |
|
|
2021
Q1 | – | Sell |
-1,662
| Closed | -$216K | – | 2372 |
|
|
2020
Q4 | $216K | Buy |
+1,662
| New | +$216K | ﹤0.01% | 1809 |
|
|
2018
Q1 | – | Sell |
-1,915
| Closed | -$249K | – | 1934 |
|
|
2017
Q4 | $249K | Buy |
1,915
+38
| +2% | +$4.94K | ﹤0.01% | 1449 |
|
|
2017
Q3 | $217K | Buy |
1,877
+200
| +12% | +$23.1K | ﹤0.01% | 1536 |
|
|
2017
Q2 | $172K | Sell |
1,677
-200
| -11% | -$20.5K | ﹤0.01% | 1599 |
|
|
2017
Q1 | $187K | Buy |
+1,877
| New | +$187K | ﹤0.01% | 1526 |
|
|
2016
Q4 | – | Sell |
-2,372
| Closed | -$233K | – | 4522 |
|
|
2016
Q3 | $233K | Buy |
2,372
+634
| +36% | +$62.3K | ﹤0.01% | 1312 |
|
|
2016
Q2 | $147K | Buy |
1,738
+159
| +10% | +$13.4K | ﹤0.01% | 1424 |
|
|
2016
Q1 | $102K | Sell |
1,579
-1,566
| -50% | -$101K | ﹤0.01% | 1615 |
|
|
2015
Q4 | $191K | Sell |
3,145
-6,885
| -69% | -$418K | ﹤0.01% | 1220 |
|
|
2015
Q3 | $548K | Hold |
10,030
| – | – | ﹤0.01% | 698 |
|
|
2015
Q2 | $582K | Hold |
10,030
| – | – | 0.01% | 618 |
|
|
2015
Q1 | $617K | Hold |
10,030
| – | – | 0.01% | 649 |
|
|
2014
Q4 | $512K | Buy |
10,030
+325
| +3% | +$16.6K | 0.01% | 681 |
|
|
2014
Q3 | $409K | Buy |
9,705
+1,000
| +11% | +$42.1K | ﹤0.01% | 736 |
|
|
2014
Q2 | $435K | Buy |
8,705
+100
| +1% | +$5K | 0.01% | 695 |
|
|
2014
Q1 | $466K | Sell |
8,605
-850
| -9% | -$46K | 0.01% | 649 |
|
|
2013
Q4 | $484K | Buy |
9,455
+9,441
| +67,436% | +$483K | 0.01% | 527 |
|
|
2013
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 3095 |
|
|
2013
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2948 |
|