Creative Planning’s El Pollo Loco LOCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+21,792
| New | +$240K | ﹤0.01% | 3073 |
|
|
2025
Q1 | – | Sell |
-78
| Closed | -$900 | – | 3585 |
|
|
2024
Q4 | $900 | Buy |
+78
| New | +$900 | ﹤0.01% | 3515 |
|
|
2019
Q4 | – | Sell |
-17,550
| Closed | -$192K | – | 1921 |
|
|
2019
Q3 | $192K | Hold |
17,550
| – | – | ﹤0.01% | 1614 |
|
|
2019
Q2 | $187K | Sell |
17,550
-60
| -0.3% | -$639 | ﹤0.01% | 1630 |
|
|
2019
Q1 | $229K | Buy |
17,610
+60
| +0.3% | +$780 | ﹤0.01% | 1484 |
|
|
2018
Q4 | $266K | Hold |
17,550
| – | – | ﹤0.01% | 1303 |
|
|
2018
Q3 | $220K | Sell |
17,550
-200
| -1% | -$2.51K | ﹤0.01% | 1601 |
|
|
2018
Q2 | $202K | Hold |
17,750
| – | – | ﹤0.01% | 1618 |
|
|
2018
Q1 | $169K | Buy |
17,750
+200
| +1% | +$1.9K | ﹤0.01% | 1642 |
|
|
2017
Q4 | $174K | Hold |
17,550
| – | – | ﹤0.01% | 1633 |
|
|
2017
Q3 | $213K | Sell |
17,550
-855
| -5% | -$10.4K | ﹤0.01% | 1554 |
|
|
2017
Q2 | $255K | Buy |
18,405
+17,805
| +2,968% | +$247K | ﹤0.01% | 1364 |
|
|
2017
Q1 | $7K | Sell |
600
-262
| -30% | -$3.06K | ﹤0.01% | 3746 |
|
|
2016
Q4 | $11K | Sell |
862
-238
| -22% | -$3.04K | ﹤0.01% | 3433 |
|
|
2016
Q3 | $14K | Sell |
1,100
-1,200
| -52% | -$15.3K | ﹤0.01% | 3231 |
|
|
2016
Q2 | $30K | Sell |
2,300
-1,000
| -30% | -$13K | ﹤0.01% | 2470 |
|
|
2016
Q1 | $44K | Sell |
3,300
-1,800
| -35% | -$24K | ﹤0.01% | 2180 |
|
|
2015
Q4 | $64K | Buy |
5,100
+2,500
| +96% | +$31.4K | ﹤0.01% | 1893 |
|
|
2015
Q3 | $28K | Buy |
+2,600
| New | +$28K | ﹤0.01% | 2452 |
|
|
2015
Q2 | – | Sell |
-2,100
| Closed | -$54K | – | 2069 |
|
|
2015
Q1 | $54K | Sell |
2,100
-950
| -31% | -$24.4K | ﹤0.01% | 1966 |
|
|
2014
Q4 | $61K | Buy |
3,050
+200
| +7% | +$4K | ﹤0.01% | 1854 |
|
|
2014
Q3 | $102K | Buy |
+2,850
| New | +$102K | ﹤0.01% | 1451 |
|