Creative Planning’s Nelnet NNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
8,787
-370
| -4% | -$44.8K | ﹤0.01% | 1797 |
|
|
2025
Q1 | $1.02M | Buy |
9,157
+2,815
| +44% | +$312K | ﹤0.01% | 1697 |
|
|
2024
Q4 | $677K | Buy |
6,342
+1,584
| +33% | +$169K | ﹤0.01% | 1947 |
|
|
2024
Q3 | $539K | Buy |
4,758
+310
| +7% | +$35.1K | ﹤0.01% | 2047 |
|
|
2024
Q2 | $449K | Buy |
4,448
+898
| +25% | +$90.6K | ﹤0.01% | 2017 |
|
|
2024
Q1 | $336K | Buy |
3,550
+280
| +9% | +$26.5K | ﹤0.01% | 2144 |
|
|
2023
Q4 | $288K | Buy |
3,270
+136
| +4% | +$12K | ﹤0.01% | 2108 |
|
|
2023
Q3 | $280K | Buy |
3,134
+848
| +37% | +$75.7K | ﹤0.01% | 1986 |
|
|
2023
Q2 | $221K | Buy |
2,286
+35
| +2% | +$3.38K | ﹤0.01% | 2134 |
|
|
2023
Q1 | $207K | Buy |
+2,251
| New | +$207K | ﹤0.01% | 2104 |
|
|
2018
Q3 | – | Sell |
-5,925
| Closed | -$346K | – | 1981 |
|
|
2018
Q2 | $346K | Hold |
5,925
| – | – | ﹤0.01% | 1269 |
|
|
2018
Q1 | $311K | Buy |
5,925
+379
| +7% | +$19.9K | ﹤0.01% | 1313 |
|
|
2017
Q4 | $304K | Buy |
+5,546
| New | +$304K | ﹤0.01% | 1346 |
|
|
2017
Q3 | – | Sell |
-3,046
| Closed | -$143K | – | 2996 |
|
|
2017
Q2 | $143K | Hold |
3,046
| – | – | ﹤0.01% | 1715 |
|
|
2017
Q1 | $134K | Buy |
3,046
+46
| +2% | +$2.02K | ﹤0.01% | 1754 |
|
|
2016
Q4 | $152K | Buy |
+3,000
| New | +$152K | ﹤0.01% | 1558 |
|
|
2016
Q3 | – | Sell |
-20
| Closed | -$1K | – | 4462 |
|
|
2016
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 4060 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$14K | – | 2247 |
|
|
2015
Q1 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 2945 |
|