Creative Planning’s MGIC Investment MTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
36,131
+12,249
| +51% | +$341K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $592K | Buy |
23,882
+1,417
| +6% | +$35.1K | ﹤0.01% | 2131 |
|
|
2024
Q4 | $533K | Buy |
22,465
+1,337
| +6% | +$31.7K | ﹤0.01% | 2153 |
|
|
2024
Q3 | $541K | Buy |
21,128
+3,204
| +18% | +$82K | ﹤0.01% | 2041 |
|
|
2024
Q2 | $386K | Buy |
17,924
+5,969
| +50% | +$129K | ﹤0.01% | 2152 |
|
|
2024
Q1 | $267K | Sell |
11,955
-715
| -6% | -$16K | ﹤0.01% | 2336 |
|
|
2023
Q4 | $244K | Buy |
+12,670
| New | +$244K | ﹤0.01% | 2248 |
|
|
2023
Q2 | – | Sell |
-161
| Closed | -$2.16K | – | 2627 |
|
|
2023
Q1 | $2.16K | Sell |
161
-21
| -12% | -$282 | ﹤0.01% | 2440 |
|
|
2022
Q4 | $2.37K | Buy |
+182
| New | +$2.37K | ﹤0.01% | 2364 |
|
|
2018
Q2 | – | Sell |
-14,118
| Closed | -$184K | – | 1961 |
|
|
2018
Q1 | $184K | Buy |
14,118
+638
| +5% | +$8.32K | ﹤0.01% | 1622 |
|
|
2017
Q4 | $190K | Sell |
13,480
-600
| -4% | -$8.46K | ﹤0.01% | 1612 |
|
|
2017
Q3 | $176K | Buy |
14,080
+345
| +3% | +$4.31K | ﹤0.01% | 1619 |
|
|
2017
Q2 | $154K | Sell |
13,735
-60
| -0.4% | -$673 | ﹤0.01% | 1659 |
|
|
2017
Q1 | $140K | Hold |
13,795
| – | – | ﹤0.01% | 1724 |
|
|
2016
Q4 | $141K | Sell |
13,795
-530
| -4% | -$5.42K | ﹤0.01% | 1612 |
|
|
2016
Q3 | $115K | Buy |
14,325
+457
| +3% | +$3.67K | ﹤0.01% | 1745 |
|
|
2016
Q2 | $83K | Hold |
13,868
| – | – | ﹤0.01% | 1786 |
|
|
2016
Q1 | $106K | Sell |
13,868
-1,371
| -9% | -$10.5K | ﹤0.01% | 1581 |
|
|
2015
Q4 | $135K | Buy |
15,239
+964
| +7% | +$8.54K | ﹤0.01% | 1451 |
|
|
2015
Q3 | $132K | Buy |
+14,275
| New | +$132K | ﹤0.01% | 1417 |
|
|
2015
Q2 | – | Sell |
-4,920
| Closed | -$47K | – | 2191 |
|
|
2015
Q1 | $47K | Buy |
4,920
+414
| +9% | +$3.96K | ﹤0.01% | 2056 |
|
|
2014
Q4 | $42K | Buy |
4,506
+105
| +2% | +$979 | ﹤0.01% | 2106 |
|
|
2014
Q3 | $34K | Sell |
4,401
-250
| -5% | -$1.93K | ﹤0.01% | 2158 |
|
|
2014
Q2 | $43K | Buy |
4,651
+385
| +9% | +$3.56K | ﹤0.01% | 1937 |
|
|
2014
Q1 | $36K | Buy |
4,266
+86
| +2% | +$726 | ﹤0.01% | 1995 |
|
|
2013
Q4 | $35K | Hold |
4,180
| – | – | ﹤0.01% | 1831 |
|
|
2013
Q3 | $30K | Buy |
4,180
+500
| +14% | +$3.59K | ﹤0.01% | 1849 |
|
|
2013
Q2 | $22K | Buy |
+3,680
| New | +$22K | ﹤0.01% | 1872 |
|