Creative Planning’s LSI Industries LYTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $386K | Buy |
20,757
+2,206
| +12% | +$45.5K | ﹤0.01% | 3228 |
|
|
2025
Q4 | $340K | Buy |
18,551
+3,843
| +26% | +$78.1K | ﹤0.01% | 3158 |
|
|
2025
Q3 | $347K | Buy |
14,708
+1,411
| +11% | +$28.7K | ﹤0.01% | 3030 |
|
|
2025
Q2 | $226K | Sell |
13,297
-4,290
| -24% | -$68.9K | ﹤0.01% | 3133 |
|
|
2025
Q1 | $299K | Buy |
17,587
+17,476
| +15,744% | +$335K | ﹤0.01% | 2752 |
|
|
2024
Q4 | $2.16K | Buy |
+111
| New | +$2.06K | ﹤0.01% | 3458 |
|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$65K | – | 2221 |
|
|
2020
Q2 | $65K | Buy |
+10,000
| New | +$57.7K | ﹤0.01% | 1730 |
|
|
2019
Q4 | – | Sell |
-53,644
| Closed | -$280K | – | 2068 |
|
|
2019
Q3 | $280K | Sell |
53,644
-20,825
| -28% | -$88.5K | ﹤0.01% | 1405 |
|
|
2019
Q2 | $272K | Buy |
74,469
+562
| +0.8% | +$1.92K | ﹤0.01% | 1430 |
|
|
2019
Q1 | $194K | Buy |
73,907
+13,537
| +22% | +$43.5K | ﹤0.01% | 1600 |
|
|
2018
Q4 | $191K | Buy |
60,370
+5,000
| +9% | +$20.8K | ﹤0.01% | 1514 |
|
|
2018
Q3 | $255K | Buy |
55,370
+14,000
| +34% | +$70.4K | ﹤0.01% | 1515 |
|
|
2018
Q2 | $221K | Sell |
41,370
-20,310
| -33% | -$123K | ﹤0.01% | 1575 |
|
|
2018
Q1 | $500K | Buy |
61,680
+13,205
| +27% | +$103K | ﹤0.01% | 1086 |
|
|
2017
Q4 | $334K | Buy |
48,475
+15,000
| +45% | +$101K | ﹤0.01% | 1299 |
|
|
2017
Q3 | $221K | Sell |
33,475
-10,975
| -25% | -$76.7K | ﹤0.01% | 1529 |
|
|
2017
Q2 | $402K | Hold |
44,450
| – | – | ﹤0.01% | 1134 |
|
|
2017
Q1 | $449K | Buy |
44,450
+43,475
| +4,459% | +$421K | ﹤0.01% | 1041 |
|
|
2016
Q4 | $9K | Hold |
975
| – | – | ﹤0.01% | 3614 |
|
|
2016
Q3 | $11K | Hold |
975
| – | – | ﹤0.01% | 3453 |
|
|
2016
Q2 | $11K | Hold |
975
| – | – | ﹤0.01% | 3186 |
|
|
2016
Q1 | $11K | Hold |
975
| – | – | ﹤0.01% | 3166 |
|
|
2015
Q4 | $12K | Hold |
975
| – | – | ﹤0.01% | 3181 |
|
|
2015
Q3 | $8K | Buy |
+975
| New | +$9.15K | ﹤0.01% | 3345 |
|
|
2015
Q2 | – | Sell |
-975
| Closed | -$8K | – | 2184 |
|
|
2015
Q1 | $8K | Hold |
975
| – | – | ﹤0.01% | 3310 |
|
|
2014
Q4 | $7K | Hold |
975
| – | – | ﹤0.01% | 3315 |
|
|
2014
Q3 | $6K | Hold |
975
| – | – | ﹤0.01% | 3203 |
|
|
2014
Q2 | $8K | Hold |
975
| – | – | ﹤0.01% | 2995 |
|
|
2014
Q1 | $8K | Hold |
975
| – | – | ﹤0.01% | 2859 |
|
|
2013
Q4 | $8K | Hold |
975
| – | – | ﹤0.01% | 2668 |
|
|
2013
Q3 | $8K | Hold |
975
| – | – | ﹤0.01% | 2555 |
|
|
2013
Q2 | $8K | Buy |
+975
| New | +$7.35K | ﹤0.01% | 2361 |
|
Other funds holding LYTS
SFM
RA
VCM
AC
Creative Planning's LYTS Position: Q1 2026 in Review
Creative Planning increased its LSI Industries (LYTS) stake by 12% in Q1 2026, buying an estimated $45.5K and bringing the position to 20,757 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.
Creative Planning first reported a position in LYTS in Q2 2013 and has held it in 32 quarters since. The position peaked at $500K in Q1 2018. 189 funds tracked by Wall St. Rank hold LYTS as of Q1 2026.
- Creative Planning held 20,757 shares of LSI Industries worth $386K as of Q1 2026.
- Creative Planning bought 2,206 LSI Industries shares in Q1 2026, an estimated $45.5K.
- LSI Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3228 holding.
- Creative Planning first reported a position in LSI Industries in Q2 2013 and has held it in 32 quarters since.
- Creative Planning's LSI Industries position peaked at $500K in Q1 2018.
- 189 funds tracked by Wall St. Rank held LSI Industries as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.