Creative Planning’s LHC Group LLC LHCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,518
| Closed | -$964K | – | 2428 |
|
|
2020
Q4 | $964K | Sell |
4,518
-1,782
| -28% | -$380K | ﹤0.01% | 962 |
|
|
2020
Q3 | $1.34M | Buy |
6,300
+34
| +0.5% | +$7.23K | ﹤0.01% | 693 |
|
|
2020
Q2 | $1.09M | Sell |
6,266
-580
| -8% | -$101K | ﹤0.01% | 708 |
|
|
2020
Q1 | $960K | Sell |
6,846
-3,120
| -31% | -$438K | ﹤0.01% | 664 |
|
|
2019
Q4 | $1.37M | Sell |
9,966
-1,770
| -15% | -$244K | ﹤0.01% | 652 |
|
|
2019
Q3 | $1.33M | Buy |
11,736
+5,831
| +99% | +$662K | ﹤0.01% | 639 |
|
|
2019
Q2 | $706K | Buy |
+5,905
| New | +$706K | ﹤0.01% | 900 |
|
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 4722 |
|
|
2017
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4743 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$8K | – | 3116 |
|
|
2015
Q1 | $8K | Buy |
250
+100
| +67% | +$3.2K | ﹤0.01% | 3297 |
|
|
2014
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 3453 |
|