Creative Planning’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Sell |
18,890
-4,701
| -20% | -$127K | ﹤0.01% | 2448 |
|
|
2025
Q1 | $594K | Sell |
23,591
-793
| -3% | -$20K | ﹤0.01% | 2128 |
|
|
2024
Q4 | $585K | Buy |
24,384
+633
| +3% | +$15.2K | ﹤0.01% | 2075 |
|
|
2024
Q3 | $609K | Buy |
23,751
+6,712
| +39% | +$172K | ﹤0.01% | 1931 |
|
|
2024
Q2 | $305K | Sell |
17,039
-13,376
| -44% | -$239K | ﹤0.01% | 2324 |
|
|
2024
Q1 | $921K | Sell |
30,415
-73
| -0.2% | -$2.21K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $1.14M | Buy |
30,488
+3,491
| +13% | +$131K | ﹤0.01% | 1161 |
|
|
2023
Q3 | $962K | Buy |
26,997
+2,160
| +9% | +$77K | ﹤0.01% | 1175 |
|
|
2023
Q2 | $872K | Sell |
24,837
-3,368
| -12% | -$118K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $704K | Buy |
28,205
+4,898
| +21% | +$122K | ﹤0.01% | 1273 |
|
|
2022
Q4 | $475K | Sell |
23,307
-980
| -4% | -$20K | ﹤0.01% | 1449 |
|
|
2022
Q3 | $559K | Buy |
24,287
+4,849
| +25% | +$112K | ﹤0.01% | 1256 |
|
|
2022
Q2 | $745K | Buy |
19,438
+521
| +3% | +$20K | ﹤0.01% | 1096 |
|
|
2022
Q1 | $488K | Buy |
+18,917
| New | +$488K | ﹤0.01% | 1327 |
|
|
2021
Q3 | – | Sell |
-6,250
| Closed | -$218K | – | 2094 |
|
|
2021
Q2 | $218K | Sell |
6,250
-9,169
| -59% | -$320K | ﹤0.01% | 1748 |
|
|
2021
Q1 | $385K | Sell |
15,419
-4,478
| -23% | -$112K | ﹤0.01% | 1588 |
|
|
2020
Q4 | $574K | Buy |
+19,897
| New | +$574K | ﹤0.01% | 1218 |
|