Creative Planning’s Liquidity Services LQDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-425
| Closed | -$13.7K | – | 3588 |
|
|
2024
Q4 | $13.7K | Buy |
+425
| New | +$13.7K | ﹤0.01% | 3350 |
|
|
2023
Q2 | – | Sell |
-38
| Closed | -$501 | – | 2621 |
|
|
2023
Q1 | $501 | Buy |
+38
| New | +$501 | ﹤0.01% | 2492 |
|
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$8K | – | 2846 |
|
|
2017
Q2 | $8K | Hold |
1,200
| – | – | ﹤0.01% | 3706 |
|
|
2017
Q1 | $10K | Hold |
1,200
| – | – | ﹤0.01% | 3552 |
|
|
2016
Q4 | $12K | Sell |
1,200
-5,000
| -81% | -$50K | ﹤0.01% | 3369 |
|
|
2016
Q3 | $70K | Buy |
6,200
+5,000
| +417% | +$56.5K | ﹤0.01% | 2090 |
|
|
2016
Q2 | $9K | Hold |
1,200
| – | – | ﹤0.01% | 3263 |
|
|
2016
Q1 | $6K | Hold |
1,200
| – | – | ﹤0.01% | 3449 |
|
|
2015
Q4 | $8K | Hold |
1,200
| – | – | ﹤0.01% | 3363 |
|
|
2015
Q3 | $9K | Buy |
+1,200
| New | +$9K | ﹤0.01% | 3232 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$10K | – | 2076 |
|
|
2015
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 3144 |
|
|
2014
Q4 | $8K | Sell |
1,000
-50
| -5% | -$400 | ﹤0.01% | 3182 |
|
|
2014
Q3 | $14K | Sell |
1,050
-1,100
| -51% | -$14.7K | ﹤0.01% | 2711 |
|
|
2014
Q2 | $34K | Buy |
+2,150
| New | +$34K | ﹤0.01% | 2115 |
|
|
2013
Q3 | – | Sell |
-5,835
| Closed | -$202K | – | 3288 |
|
|
2013
Q2 | $202K | Buy |
+5,835
| New | +$202K | ﹤0.01% | 683 |
|