Creative Planning’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
18,536
+4,535
| +32% | +$658K | ﹤0.01% | 1103 |
|
|
2025
Q1 | $1.77M | Buy |
14,001
+4,317
| +45% | +$546K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $1.01M | Buy |
9,684
+5,031
| +108% | +$523K | ﹤0.01% | 1634 |
|
|
2024
Q3 | $397K | Buy |
4,653
+1,380
| +42% | +$118K | ﹤0.01% | 2300 |
|
|
2024
Q2 | $231K | Buy |
+3,273
| New | +$231K | ﹤0.01% | 2562 |
|
|
2017
Q3 | – | Sell |
-1,031
| Closed | -$18K | – | 2848 |
|
|
2017
Q2 | $18K | Hold |
1,031
| – | – | ﹤0.01% | 3212 |
|
|
2017
Q1 | $20K | Hold |
1,031
| – | – | ﹤0.01% | 3100 |
|
|
2016
Q4 | $18K | Hold |
1,031
| – | – | ﹤0.01% | 3105 |
|
|
2016
Q3 | $15K | Hold |
1,031
| – | – | ﹤0.01% | 3199 |
|
|
2016
Q2 | $13K | Hold |
1,031
| – | – | ﹤0.01% | 3038 |
|
|
2016
Q1 | $10K | Buy |
+1,031
| New | +$10K | ﹤0.01% | 3195 |
|
|
2015
Q1 | – | Sell |
-800
| Closed | -$9K | – | 4154 |
|
|
2014
Q4 | $9K | Buy |
+800
| New | +$9K | ﹤0.01% | 3134 |
|
|
2013
Q4 | – | Sell |
-425
| Closed | -$13K | – | 3395 |
|
|
2013
Q3 | $13K | Buy |
+425
| New | +$13K | ﹤0.01% | 2317 |
|