Creative Planning’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
11,198
+3,235
| +41% | +$112K | ﹤0.01% | 2676 |
|
|
2025
Q1 | $282K | Buy |
7,963
+315
| +4% | +$11.2K | ﹤0.01% | 2805 |
|
|
2024
Q4 | $264K | Sell |
7,648
-100
| -1% | -$3.46K | ﹤0.01% | 2762 |
|
|
2024
Q3 | $284K | Sell |
7,748
-139
| -2% | -$5.1K | ﹤0.01% | 2560 |
|
|
2024
Q2 | $272K | Buy |
7,887
+490
| +7% | +$16.9K | ﹤0.01% | 2427 |
|
|
2024
Q1 | $240K | Buy |
7,397
+710
| +11% | +$23.1K | ﹤0.01% | 2421 |
|
|
2023
Q4 | $215K | Buy |
6,687
+446
| +7% | +$14.3K | ﹤0.01% | 2354 |
|
|
2023
Q3 | $201K | Sell |
6,241
-728
| -10% | -$23.4K | ﹤0.01% | 2232 |
|
|
2023
Q2 | $230K | Sell |
6,969
-630
| -8% | -$20.8K | ﹤0.01% | 2101 |
|
|
2023
Q1 | $267K | Buy |
7,599
+409
| +6% | +$14.4K | ﹤0.01% | 1895 |
|
|
2022
Q4 | $255K | Sell |
7,190
-1,690
| -19% | -$60K | ﹤0.01% | 1825 |
|
|
2022
Q3 | $333K | Buy |
8,880
+1,154
| +15% | +$43.3K | ﹤0.01% | 1574 |
|
|
2022
Q2 | $297K | Sell |
7,726
-3,237
| -30% | -$124K | ﹤0.01% | 1608 |
|
|
2022
Q1 | $422K | Sell |
10,963
-90
| -0.8% | -$3.46K | ﹤0.01% | 1419 |
|
|
2021
Q4 | $377K | Sell |
11,053
-1,690
| -13% | -$57.6K | ﹤0.01% | 1478 |
|
|
2021
Q3 | $404K | Sell |
12,743
-3,590
| -22% | -$114K | ﹤0.01% | 1413 |
|
|
2021
Q2 | $627K | Sell |
16,333
-5,015
| -23% | -$193K | ﹤0.01% | 1155 |
|
|
2021
Q1 | $891K | Sell |
21,348
-2,213
| -9% | -$92.4K | ﹤0.01% | 1076 |
|
|
2020
Q4 | $917K | Buy |
23,561
+172
| +0.7% | +$6.69K | ﹤0.01% | 982 |
|
|
2020
Q3 | $815K | Buy |
23,389
+5
| +0% | +$174 | ﹤0.01% | 881 |
|
|
2020
Q2 | $881K | Sell |
23,384
-315
| -1% | -$11.9K | ﹤0.01% | 780 |
|
|
2020
Q1 | $732K | Sell |
23,699
-791
| -3% | -$24.4K | ﹤0.01% | 768 |
|
|
2019
Q4 | $1.1M | Sell |
24,490
-518
| -2% | -$23.2K | ﹤0.01% | 743 |
|
|
2019
Q3 | $1.28M | Sell |
25,008
-980
| -4% | -$50.2K | ﹤0.01% | 650 |
|
|
2019
Q2 | $1.19M | Sell |
25,988
-2,389
| -8% | -$109K | ﹤0.01% | 693 |
|
|
2019
Q1 | $1.3M | Sell |
28,377
-5,337
| -16% | -$244K | ﹤0.01% | 623 |
|
|
2018
Q4 | $1.41M | Buy |
33,714
+1,305
| +4% | +$54.4K | 0.01% | 524 |
|
|
2018
Q3 | $1.43M | Buy |
32,409
+305
| +1% | +$13.5K | 0.01% | 597 |
|
|
2018
Q2 | $1.37M | Sell |
32,104
-2,674
| -8% | -$114K | 0.01% | 581 |
|
|
2018
Q1 | $1.32M | Buy |
34,778
+1,173
| +3% | +$44.6K | 0.01% | 586 |
|
|
2017
Q4 | $1.46M | Sell |
33,605
-4,289
| -11% | -$187K | 0.01% | 546 |
|
|
2017
Q3 | $1.78M | Sell |
37,894
-7,759
| -17% | -$364K | 0.01% | 500 |
|
|
2017
Q2 | $2.35M | Sell |
45,653
-4,889
| -10% | -$251K | 0.01% | 393 |
|
|
2017
Q1 | $2.42M | Sell |
50,542
-7,655
| -13% | -$367K | 0.01% | 365 |
|
|
2016
Q4 | $2.73M | Sell |
58,197
-2,192
| -4% | -$103K | 0.02% | 320 |
|
|
2016
Q3 | $3.14M | Buy |
60,389
+57,257
| +1,828% | +$2.98M | 0.02% | 284 |
|
|
2016
Q2 | $162K | Hold |
3,132
| – | – | ﹤0.01% | 1357 |
|
|
2016
Q1 | $142K | Sell |
3,132
-29
| -0.9% | -$1.32K | ﹤0.01% | 1411 |
|
|
2015
Q4 | $136K | Buy |
3,161
+546
| +21% | +$23.5K | ﹤0.01% | 1445 |
|
|
2015
Q3 | $112K | Buy |
+2,615
| New | +$112K | ﹤0.01% | 1522 |
|
|
2015
Q2 | – | Sell |
-2,515
| Closed | -$116K | – | 2081 |
|
|
2015
Q1 | $116K | Sell |
2,515
-190
| -7% | -$8.76K | ﹤0.01% | 1489 |
|
|
2014
Q4 | $117K | Hold |
2,705
| – | – | ﹤0.01% | 1454 |
|
|
2014
Q3 | $100K | Sell |
2,705
-200
| -7% | -$7.39K | ﹤0.01% | 1471 |
|
|
2014
Q2 | $113K | Sell |
2,905
-300
| -9% | -$11.7K | ﹤0.01% | 1352 |
|
|
2014
Q1 | $121K | Buy |
3,205
+300
| +10% | +$11.3K | ﹤0.01% | 1272 |
|
|
2013
Q4 | $103K | Hold |
2,905
| – | – | ﹤0.01% | 1183 |
|
|
2013
Q3 | $110K | Sell |
2,905
-140
| -5% | -$5.3K | ﹤0.01% | 1063 |
|
|
2013
Q2 | $119K | Buy |
+3,045
| New | +$119K | ﹤0.01% | 895 |
|