Creative Planning’s Northern Dynasty Minerals NAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Buy |
27,889
+2,509
| +10% | +$3.36K | ﹤0.01% | 3519 |
|
|
2025
Q1 | $29.2K | Buy |
25,380
+12,222
| +93% | +$14.1K | ﹤0.01% | 3360 |
|
|
2024
Q4 | $7.65K | Sell |
13,158
-200
| -1% | -$116 | ﹤0.01% | 3377 |
|
|
2024
Q3 | $4.43K | Hold |
13,358
| – | – | ﹤0.01% | 3179 |
|
|
2024
Q2 | $4.15K | Sell |
13,358
-4,300
| -24% | -$1.34K | ﹤0.01% | 2986 |
|
|
2024
Q1 | $5.62K | Buy |
17,658
+7,500
| +74% | +$2.39K | ﹤0.01% | 2838 |
|
|
2023
Q4 | $3.28K | Sell |
10,158
-627
| -6% | -$203 | ﹤0.01% | 2710 |
|
|
2023
Q3 | $3.51K | Hold |
10,785
| – | – | ﹤0.01% | 2711 |
|
|
2023
Q2 | $2.59K | Sell |
10,785
-21,000
| -66% | -$5.04K | ﹤0.01% | 2526 |
|
|
2023
Q1 | $7.59K | Hold |
31,785
| – | – | ﹤0.01% | 2422 |
|
|
2022
Q4 | $7.02K | Buy |
31,785
+19,785
| +165% | +$4.37K | ﹤0.01% | 2336 |
|
|
2022
Q3 | $3K | Hold |
12,000
| – | – | ﹤0.01% | 2210 |
|
|
2022
Q2 | $3K | Hold |
12,000
| – | – | ﹤0.01% | 2178 |
|
|
2022
Q1 | $5K | Hold |
12,000
| – | – | ﹤0.01% | 2198 |
|
|
2021
Q4 | $4K | Hold |
12,000
| – | – | ﹤0.01% | 2070 |
|
|
2021
Q3 | $6K | Sell |
12,000
-1,600
| -12% | -$800 | ﹤0.01% | 2048 |
|
|
2021
Q2 | $7K | Sell |
13,600
-2,395
| -15% | -$1.23K | ﹤0.01% | 1972 |
|
|
2021
Q1 | $10K | Buy |
15,995
+2,147
| +16% | +$1.34K | ﹤0.01% | 2321 |
|
|
2020
Q4 | $4K | Sell |
13,848
-123,533
| -90% | -$35.7K | ﹤0.01% | 2105 |
|
|
2020
Q3 | $135K | Sell |
137,381
-1,307,330
| -90% | -$1.28M | ﹤0.01% | 1746 |
|
|
2020
Q2 | $2.07M | Buy |
1,444,711
+377,822
| +35% | +$540K | 0.01% | 478 |
|
|
2020
Q1 | $411K | Buy |
1,066,889
+813,414
| +321% | +$313K | ﹤0.01% | 1035 |
|
|
2019
Q4 | $108K | Buy |
253,475
+204,000
| +412% | +$86.9K | ﹤0.01% | 1730 |
|
|
2019
Q3 | $29K | Sell |
49,475
-68,200
| -58% | -$40K | ﹤0.01% | 1805 |
|
|
2019
Q2 | $71K | Sell |
117,675
-718,476
| -86% | -$433K | ﹤0.01% | 1762 |
|
|
2019
Q1 | $503K | Buy |
836,151
+12,300
| +1% | +$7.4K | ﹤0.01% | 1017 |
|
|
2018
Q4 | $469K | Sell |
823,851
-68,000
| -8% | -$38.7K | ﹤0.01% | 993 |
|
|
2018
Q3 | $499K | Sell |
891,851
-9,825
| -1% | -$5.5K | ﹤0.01% | 1068 |
|
|
2018
Q2 | $488K | Buy |
901,676
+16,500
| +2% | +$8.93K | ﹤0.01% | 1074 |
|
|
2018
Q1 | $802K | Sell |
885,176
-6,100
| -0.7% | -$5.53K | ﹤0.01% | 848 |
|
|
2017
Q4 | $1.58M | Buy |
891,276
+506,900
| +132% | +$897K | 0.01% | 522 |
|
|
2017
Q3 | $692K | Buy |
384,376
+250,000
| +186% | +$450K | ﹤0.01% | 880 |
|
|
2017
Q2 | $187K | Buy |
134,376
+47,010
| +54% | +$65.4K | ﹤0.01% | 1549 |
|
|
2017
Q1 | $125K | Buy |
87,366
+82,366
| +1,647% | +$118K | ﹤0.01% | 1802 |
|
|
2016
Q4 | $10K | Sell |
5,000
-4,000
| -44% | -$8K | ﹤0.01% | 3503 |
|
|
2016
Q3 | $6K | Buy |
+9,000
| New | +$6K | ﹤0.01% | 3735 |
|
|
2016
Q2 | – | Sell |
-1,000
| Closed | – | – | 4286 |
|
|
2016
Q1 | $0 | Sell |
1,000
-15,000
| -94% | – | ﹤0.01% | 4313 |
|
|
2015
Q4 | $5K | Buy |
+16,000
| New | +$5K | ﹤0.01% | 3621 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$1K | – | 4120 |
|
|
2014
Q3 | $1K | Hold |
2,000
| – | – | ﹤0.01% | 3724 |
|
|
2014
Q2 | $2K | Hold |
2,000
| – | – | ﹤0.01% | 3414 |
|
|
2014
Q1 | $2K | Sell |
2,000
-1,000
| -33% | -$1K | ﹤0.01% | 3286 |
|
|
2013
Q4 | $4K | Sell |
3,000
-19,000
| -86% | -$25.3K | ﹤0.01% | 2912 |
|
|
2013
Q3 | $32K | Hold |
22,000
| – | – | ﹤0.01% | 1801 |
|
|
2013
Q2 | $46K | Buy |
+22,000
| New | +$46K | ﹤0.01% | 1434 |
|