Creative Planning’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
24,988
+10,699
| +75% | +$1.02M | ﹤0.01% | 1200 |
|
|
2025
Q1 | $1.26M | Buy |
14,289
+5,305
| +59% | +$468K | ﹤0.01% | 1522 |
|
|
2024
Q4 | $851K | Buy |
8,984
+3,851
| +75% | +$365K | ﹤0.01% | 1762 |
|
|
2024
Q3 | $560K | Buy |
5,133
+363
| +8% | +$39.6K | ﹤0.01% | 1997 |
|
|
2024
Q2 | $545K | Sell |
4,770
-927
| -16% | -$106K | ﹤0.01% | 1867 |
|
|
2024
Q1 | $825K | Buy |
5,697
+1,096
| +24% | +$159K | ﹤0.01% | 1468 |
|
|
2023
Q4 | $650K | Buy |
4,601
+710
| +18% | +$100K | ﹤0.01% | 1513 |
|
|
2023
Q3 | $522K | Buy |
3,891
+238
| +7% | +$31.9K | ﹤0.01% | 1537 |
|
|
2023
Q2 | $524K | Sell |
3,653
-940
| -20% | -$135K | ﹤0.01% | 1510 |
|
|
2023
Q1 | $641K | Buy |
4,593
+1,642
| +56% | +$229K | ﹤0.01% | 1321 |
|
|
2022
Q4 | $366K | Buy |
2,951
+806
| +38% | +$100K | ﹤0.01% | 1584 |
|
|
2022
Q3 | $257K | Buy |
2,145
+152
| +8% | +$18.2K | ﹤0.01% | 1739 |
|
|
2022
Q2 | $251K | Buy |
1,993
+497
| +33% | +$62.6K | ﹤0.01% | 1724 |
|
|
2022
Q1 | $214K | Sell |
1,496
-95
| -6% | -$13.6K | ﹤0.01% | 1852 |
|
|
2021
Q4 | $291K | Buy |
1,591
+28
| +2% | +$5.12K | ﹤0.01% | 1642 |
|
|
2021
Q3 | $245K | Sell |
1,563
-77
| -5% | -$12.1K | ﹤0.01% | 1722 |
|
|
2021
Q2 | $287K | Buy |
1,640
+81
| +5% | +$14.2K | ﹤0.01% | 1582 |
|
|
2021
Q1 | $283K | Sell |
1,559
-75
| -5% | -$13.6K | ﹤0.01% | 1798 |
|
|
2020
Q4 | $260K | Buy |
+1,634
| New | +$260K | ﹤0.01% | 1682 |
|
|
2020
Q3 | – | Sell |
-1,886
| Closed | -$206K | – | 1984 |
|
|
2020
Q2 | $206K | Buy |
+1,886
| New | +$206K | ﹤0.01% | 1496 |
|
|
2020
Q1 | – | Sell |
-2,890
| Closed | -$397K | – | 1843 |
|
|
2019
Q4 | $397K | Sell |
2,890
-636
| -18% | -$87.4K | ﹤0.01% | 1231 |
|
|
2019
Q3 | $416K | Buy |
3,526
+572
| +19% | +$67.5K | ﹤0.01% | 1169 |
|
|
2019
Q2 | $411K | Sell |
2,954
-274
| -8% | -$38.1K | ﹤0.01% | 1176 |
|
|
2019
Q1 | $438K | Buy |
3,228
+253
| +9% | +$34.3K | ﹤0.01% | 1103 |
|
|
2018
Q4 | $366K | Sell |
2,975
-550
| -16% | -$67.7K | ﹤0.01% | 1111 |
|
|
2018
Q3 | $511K | Sell |
3,525
-250
| -7% | -$36.2K | ﹤0.01% | 1056 |
|
|
2018
Q2 | $701K | Buy |
3,775
+198
| +6% | +$36.8K | ﹤0.01% | 905 |
|
|
2018
Q1 | $666K | Buy |
3,577
+526
| +17% | +$97.9K | ﹤0.01% | 929 |
|
|
2017
Q4 | $539K | Sell |
3,051
-123
| -4% | -$21.7K | ﹤0.01% | 1025 |
|
|
2017
Q3 | $549K | Sell |
3,174
-672
| -17% | -$116K | ﹤0.01% | 996 |
|
|
2017
Q2 | $546K | Buy |
3,846
+167
| +5% | +$23.7K | ﹤0.01% | 962 |
|
|
2017
Q1 | $521K | Sell |
3,679
-15
| -0.4% | -$2.12K | ﹤0.01% | 961 |
|
|
2016
Q4 | $489K | Sell |
3,694
-206
| -5% | -$27.3K | ﹤0.01% | 927 |
|
|
2016
Q3 | $473K | Buy |
3,900
+2,368
| +155% | +$287K | ﹤0.01% | 923 |
|
|
2016
Q2 | $156K | Buy |
1,532
+300
| +24% | +$30.5K | ﹤0.01% | 1389 |
|
|
2016
Q1 | $137K | Sell |
1,232
-167
| -12% | -$18.6K | ﹤0.01% | 1436 |
|
|
2015
Q4 | $172K | Buy |
1,399
+137
| +11% | +$16.8K | ﹤0.01% | 1284 |
|
|
2015
Q3 | $137K | Buy |
+1,262
| New | +$137K | ﹤0.01% | 1393 |
|
|
2015
Q2 | – | Sell |
-6,672
| Closed | -$739K | – | 2051 |
|
|
2015
Q1 | $739K | Buy |
6,672
+411
| +7% | +$45.5K | 0.01% | 575 |
|
|
2014
Q4 | $614K | Buy |
6,261
+1,407
| +29% | +$138K | 0.01% | 614 |
|
|
2014
Q3 | $419K | Buy |
4,854
+2,880
| +146% | +$249K | ﹤0.01% | 728 |
|
|
2014
Q2 | $176K | Buy |
1,974
+1,270
| +180% | +$113K | ﹤0.01% | 1095 |
|
|
2014
Q1 | $59K | Sell |
704
-296
| -30% | -$24.8K | ﹤0.01% | 1693 |
|
|
2013
Q4 | $81K | Sell |
1,000
-405
| -29% | -$32.8K | ﹤0.01% | 1320 |
|
|
2013
Q3 | $101K | Buy |
1,405
+709
| +102% | +$51K | ﹤0.01% | 1112 |
|
|
2013
Q2 | $42K | Buy |
+696
| New | +$42K | ﹤0.01% | 1471 |
|