Creative Planning’s LXP Industrial Trust LXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
32,959
-11,821
| -26% | -$97.6K | ﹤0.01% | 2974 |
|
|
2025
Q1 | $387K | Buy |
44,780
+6,131
| +16% | +$53K | ﹤0.01% | 2523 |
|
|
2024
Q4 | $314K | Sell |
38,649
-11,549
| -23% | -$93.8K | ﹤0.01% | 2621 |
|
|
2024
Q3 | $504K | Buy |
50,198
+2,303
| +5% | +$23.1K | ﹤0.01% | 2105 |
|
|
2024
Q2 | $437K | Sell |
47,895
-107,016
| -69% | -$976K | ﹤0.01% | 2041 |
|
|
2024
Q1 | $1.4M | Buy |
154,911
+133,623
| +628% | +$1.21M | ﹤0.01% | 1128 |
|
|
2023
Q4 | $211K | Buy |
21,288
+8,994
| +73% | +$89.2K | ﹤0.01% | 2376 |
|
|
2023
Q3 | $109K | Sell |
12,294
-12,125
| -50% | -$108K | ﹤0.01% | 2371 |
|
|
2023
Q2 | $238K | Buy |
24,419
+24,371
| +50,773% | +$238K | ﹤0.01% | 2080 |
|
|
2023
Q1 | $495 | Sell |
48
-13,734
| -100% | -$142K | ﹤0.01% | 2493 |
|
|
2022
Q4 | $138K | Buy |
+13,782
| New | +$138K | ﹤0.01% | 2090 |
|
|
2019
Q1 | – | Sell |
-14,960
| Closed | -$123K | – | 1886 |
|
|
2018
Q4 | $123K | Sell |
14,960
-477
| -3% | -$3.92K | ﹤0.01% | 1595 |
|
|
2018
Q3 | $128K | Buy |
+15,437
| New | +$128K | ﹤0.01% | 1733 |
|
|
2017
Q3 | – | Sell |
-2,011
| Closed | -$20K | – | 2856 |
|
|
2017
Q2 | $20K | Buy |
2,011
+900
| +81% | +$8.95K | ﹤0.01% | 3148 |
|
|
2017
Q1 | $11K | Hold |
1,111
| – | – | ﹤0.01% | 3486 |
|
|
2016
Q4 | $12K | Sell |
1,111
-551
| -33% | -$5.95K | ﹤0.01% | 3370 |
|
|
2016
Q3 | $17K | Buy |
1,662
+1,551
| +1,397% | +$15.9K | ﹤0.01% | 3123 |
|
|
2016
Q2 | $1K | Sell |
111
-5,257
| -98% | -$47.4K | ﹤0.01% | 4053 |
|
|
2016
Q1 | $46K | Buy |
+5,368
| New | +$46K | ﹤0.01% | 2148 |
|
|
2015
Q4 | – | Sell |
-580
| Closed | -$5K | – | 4356 |
|
|
2015
Q3 | $5K | Buy |
+580
| New | +$5K | ﹤0.01% | 3563 |
|
|
2015
Q2 | – | Sell |
-1,878
| Closed | -$18K | – | 2084 |
|
|
2015
Q1 | $18K | Buy |
1,878
+1,298
| +224% | +$12.4K | ﹤0.01% | 2772 |
|
|
2014
Q4 | $6K | Sell |
580
-413
| -42% | -$4.27K | ﹤0.01% | 3338 |
|
|
2014
Q3 | $10K | Sell |
993
-487
| -33% | -$4.9K | ﹤0.01% | 2898 |
|
|
2014
Q2 | $16K | Buy |
1,480
+136
| +10% | +$1.47K | ﹤0.01% | 2578 |
|
|
2014
Q1 | $15K | Hold |
1,344
| – | – | ﹤0.01% | 2516 |
|
|
2013
Q4 | $14K | Buy |
+1,344
| New | +$14K | ﹤0.01% | 2390 |
|