Creative Planning’s Lineage Cell Therapeutics LCTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.6K | Sell |
13,685
-4,522
| -25% | -$7.63K | ﹤0.01% | 4046 |
|
|
2025
Q4 | $30.4K | Buy |
18,207
+439
| +2% | +$760 | ﹤0.01% | 3831 |
|
|
2025
Q3 | $30K | Buy |
17,768
+3,722
| +26% | +$4.41K | ﹤0.01% | 3793 |
|
|
2025
Q2 | $12.7K | Buy |
14,046
+1,485
| +12% | +$881 | ﹤0.01% | 3609 |
|
|
2025
Q1 | $5.67K | Sell |
12,561
-11,611
| -48% | -$6.81K | ﹤0.01% | 3442 |
|
|
2024
Q4 | $12.1K | Hold |
24,172
| – | – | ﹤0.01% | 3374 |
|
|
2024
Q3 | $21.9K | Hold |
24,172
| – | – | ﹤0.01% | 3146 |
|
|
2024
Q2 | $24.1K | Sell |
24,172
-1,929
| -7% | -$2.13K | ﹤0.01% | 2979 |
|
|
2024
Q1 | $38.6K | Hold |
26,101
| – | – | ﹤0.01% | 2802 |
|
|
2023
Q4 | $28.4K | Sell |
26,101
-1,942
| -7% | -$2.13K | ﹤0.01% | 2679 |
|
|
2023
Q3 | $33.1K | Sell |
28,043
-2,848
| -9% | -$3.88K | ﹤0.01% | 2532 |
|
|
2023
Q2 | $43.6K | Hold |
30,891
| – | – | ﹤0.01% | 2449 |
|
|
2023
Q1 | $46.3K | Buy |
30,891
+4,600
| +17% | +$6.42K | ﹤0.01% | 2352 |
|
|
2022
Q4 | $30.8K | Sell |
26,291
-77
| -0.3% | -$97 | ﹤0.01% | 2287 |
|
|
2022
Q3 | $30K | Buy |
26,368
+66
| +0.3% | +$97 | ﹤0.01% | 2159 |
|
|
2022
Q2 | $42K | Buy |
26,302
+721
| +3% | +$951 | ﹤0.01% | 2072 |
|
|
2022
Q1 | $39K | Buy |
25,581
+2,000
| +8% | +$3.1K | ﹤0.01% | 2084 |
|
|
2021
Q4 | $58K | Sell |
23,581
-1,977
| -8% | -$4.63K | ﹤0.01% | 1988 |
|
|
2021
Q3 | $64K | Buy |
25,558
+558
| +2% | +$1.43K | ﹤0.01% | 1980 |
|
|
2021
Q2 | $71K | Sell |
25,000
-91,453
| -79% | -$237K | ﹤0.01% | 1908 |
|
|
2021
Q1 | $274K | Hold |
116,453
| – | – | ﹤0.01% | 1851 |
|
|
2020
Q4 | $205K | Sell |
116,453
-1
| -0% | -$1 | ﹤0.01% | 1891 |
|
|
2020
Q3 | $109K | Sell |
116,454
-22,243
| -16% | -$19.6K | ﹤0.01% | 1810 |
|
|
2020
Q2 | $121K | Buy |
138,697
+33,581
| +32% | +$29.6K | ﹤0.01% | 1627 |
|
|
2020
Q1 | $87K | Sell |
105,116
-84,251
| -44% | -$83.9K | ﹤0.01% | 1557 |
|
|
2019
Q4 | $169K | Sell |
189,367
-15,815
| -8% | -$13.2K | ﹤0.01% | 1673 |
|
|
2019
Q3 | $201K | Sell |
205,182
-22,210
| -10% | -$23K | ﹤0.01% | 1607 |
|
|
2019
Q2 | $250K | Buy |
227,392
+77,978
| +52% | +$89.9K | ﹤0.01% | 1482 |
|
|
2019
Q1 | $196K | Buy |
+149,414
| New | +$186K | ﹤0.01% | 1594 |
|
|
2017
Q3 | – | Sell |
-6,858
| Closed | -$19K | – | 2893 |
|
|
2017
Q2 | $19K | Buy |
6,858
+1,143
| +20% | +$3.19K | ﹤0.01% | 3219 |
|
|
2017
Q1 | $17K | Sell |
5,715
-343
| -6% | -$974 | ﹤0.01% | 3228 |
|
|
2016
Q4 | $19K | Hold |
6,058
| – | – | ﹤0.01% | 3117 |
|
|
2016
Q3 | $21K | Hold |
6,058
| – | – | ﹤0.01% | 3031 |
|
|
2016
Q2 | $14K | Sell |
6,058
-1,143
| -16% | -$2.8K | ﹤0.01% | 3025 |
|
|
2016
Q1 | $18K | Sell |
7,201
-43,970
| -86% | -$98.1K | ﹤0.01% | 2826 |
|
|
2015
Q4 | $169K | Buy |
51,171
+35,683
| +230% | +$107K | ﹤0.01% | 1303 |
|
|
2015
Q3 | $38K | Hold |
15,488
| – | – | ﹤0.01% | 2248 |
|
|
2015
Q2 | $45K | Buy |
15,488
+8,921
| +136% | +$34.6K | ﹤0.01% | 1040 |
|
|
2015
Q1 | $26K | Buy |
6,567
+2,478
| +61% | +$8.57K | ﹤0.01% | 2511 |
|
|
2014
Q4 | $12K | Buy |
4,089
+1,239
| +43% | +$3.35K | ﹤0.01% | 3010 |
|
|
2014
Q3 | $7K | Buy |
2,850
+2,478
| +666% | +$5.96K | ﹤0.01% | 3134 |
|
|
2014
Q2 | $1K | Hold |
372
| – | – | ﹤0.01% | 3641 |
|
|
2014
Q1 | $1K | Sell |
372
-1,239
| -77% | -$3.65K | ﹤0.01% | 3505 |
|
|
2013
Q4 | $5K | Buy |
1,611
+1,239
| +333% | +$3.74K | ﹤0.01% | 2837 |
|
|
2013
Q3 | $1K | Hold |
372
| – | – | ﹤0.01% | 3096 |
|
|
2013
Q2 | $1K | Buy |
+372
| New | +$1.19K | ﹤0.01% | 2949 |
|
Other funds holding LCTX
BC
VCM
DC
RA
AC
