Creative Planning’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.79M | Buy |
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|
2025
Q4 | $1.45M | Buy |
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|
2025
Q3 | $3.17M | Buy |
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|
2025
Q2 | $2.69M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | $231K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $20K | Hold |
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|
2016
Q4 | $18K | Hold |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $10K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $9K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $13K | Buy |
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