Creative Planning’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
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|
2025
Q1 | $594K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $921K | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $962K | Buy |
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|
2023
Q2 | $872K | Sell |
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|
2023
Q1 | $704K | Buy |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $745K | Buy |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $574K | Buy |
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