Creative Planning’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
55,552
-4,970
| -8% | -$215K | ﹤0.01% | 1191 |
|
|
2025
Q1 | $2.58M | Buy |
60,522
+5,269
| +10% | +$225K | ﹤0.01% | 1016 |
|
|
2024
Q4 | $2.26M | Buy |
55,253
+16,003
| +41% | +$654K | ﹤0.01% | 1054 |
|
|
2024
Q3 | $1.9M | Buy |
39,250
+4,888
| +14% | +$237K | ﹤0.01% | 1085 |
|
|
2024
Q2 | $1.46M | Sell |
34,362
-1,597
| -4% | -$68K | ﹤0.01% | 1151 |
|
|
2024
Q1 | $1.54M | Buy |
35,959
+2,315
| +7% | +$98.9K | ﹤0.01% | 1086 |
|
|
2023
Q4 | $1.45M | Buy |
33,644
+7,991
| +31% | +$344K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $907K | Buy |
25,653
+5,159
| +25% | +$182K | ﹤0.01% | 1207 |
|
|
2023
Q2 | $877K | Buy |
20,494
+1,678
| +9% | +$71.8K | ﹤0.01% | 1198 |
|
|
2023
Q1 | $831K | Buy |
18,816
+1,077
| +6% | +$47.6K | ﹤0.01% | 1166 |
|
|
2022
Q4 | $812K | Sell |
17,739
-815
| -4% | -$37.3K | ﹤0.01% | 1138 |
|
|
2022
Q3 | $740K | Buy |
18,554
+1,727
| +10% | +$68.9K | ﹤0.01% | 1102 |
|
|
2022
Q2 | $724K | Sell |
16,827
-8,736
| -34% | -$376K | ﹤0.01% | 1114 |
|
|
2022
Q1 | $1.15M | Sell |
25,563
-281
| -1% | -$12.6K | ﹤0.01% | 923 |
|
|
2021
Q4 | $1.24M | Sell |
25,844
-47
| -0.2% | -$2.26K | ﹤0.01% | 858 |
|
|
2021
Q3 | $1.12M | Buy |
25,891
+9,558
| +59% | +$413K | ﹤0.01% | 894 |
|
|
2021
Q2 | $766K | Sell |
16,333
-4,743
| -23% | -$222K | ﹤0.01% | 1054 |
|
|
2021
Q1 | $929K | Sell |
21,076
-3,210
| -13% | -$141K | ﹤0.01% | 1055 |
|
|
2020
Q4 | $994K | Sell |
24,286
-1,564
| -6% | -$64K | ﹤0.01% | 942 |
|
|
2020
Q3 | $892K | Sell |
25,850
-20,590
| -44% | -$710K | ﹤0.01% | 841 |
|
|
2020
Q2 | $1.65M | Buy |
46,440
+19,671
| +73% | +$698K | ﹤0.01% | 554 |
|
|
2020
Q1 | $862K | Sell |
26,769
-1,882
| -7% | -$60.6K | ﹤0.01% | 705 |
|
|
2019
Q4 | $1.54M | Buy |
28,651
+158
| +0.6% | +$8.47K | ﹤0.01% | 607 |
|
|
2019
Q3 | $1.61M | Buy |
28,493
+165
| +0.6% | +$9.31K | 0.01% | 563 |
|
|
2019
Q2 | $1.5M | Sell |
28,328
-92
| -0.3% | -$4.88K | 0.01% | 589 |
|
|
2019
Q1 | $1.57M | Sell |
28,420
-2,807
| -9% | -$155K | 0.01% | 550 |
|
|
2018
Q4 | $1.52M | Sell |
31,227
-623
| -2% | -$30.2K | 0.01% | 499 |
|
|
2018
Q3 | $1.43M | Buy |
31,850
+4,977
| +19% | +$223K | 0.01% | 599 |
|
|
2018
Q2 | $1.18M | Sell |
26,873
-1,187
| -4% | -$52.2K | ﹤0.01% | 656 |
|
|
2018
Q1 | $1.1M | Sell |
28,060
-6,101
| -18% | -$240K | ﹤0.01% | 681 |
|
|
2017
Q4 | $1.47M | Sell |
34,161
-3,590
| -10% | -$155K | 0.01% | 542 |
|
|
2017
Q3 | $1.57M | Sell |
37,751
-2,470
| -6% | -$103K | 0.01% | 534 |
|
|
2017
Q2 | $1.57M | Sell |
40,221
-5,499
| -12% | -$215K | 0.01% | 517 |
|
|
2017
Q1 | $1.99M | Sell |
45,720
-9,806
| -18% | -$428K | 0.01% | 425 |
|
|
2016
Q4 | $2.45M | Sell |
55,526
-2,879
| -5% | -$127K | 0.01% | 350 |
|
|
2016
Q3 | $2.97M | Buy |
58,405
+44,116
| +309% | +$2.24M | 0.02% | 293 |
|
|
2016
Q2 | $739K | Sell |
14,289
-162
| -1% | -$8.38K | 0.01% | 610 |
|
|
2016
Q1 | $668K | Buy |
14,451
+226
| +2% | +$10.4K | 0.01% | 634 |
|
|
2015
Q4 | $570K | Buy |
14,225
+961
| +7% | +$38.5K | ﹤0.01% | 697 |
|
|
2015
Q3 | $481K | Sell |
13,264
-678
| -5% | -$24.6K | ﹤0.01% | 756 |
|
|
2015
Q2 | $488K | Sell |
13,942
-1,436
| -9% | -$50.3K | ﹤0.01% | 664 |
|
|
2015
Q1 | $630K | Sell |
15,378
-84
| -0.5% | -$3.44K | 0.01% | 638 |
|
|
2014
Q4 | $609K | Buy |
15,462
+999
| +7% | +$39.3K | 0.01% | 617 |
|
|
2014
Q3 | $500K | Buy |
14,463
+3,403
| +31% | +$118K | 0.01% | 653 |
|
|
2014
Q2 | $411K | Buy |
11,060
+100
| +0.9% | +$3.72K | 0.01% | 720 |
|
|
2014
Q1 | $376K | Sell |
10,960
-400
| -4% | -$13.7K | 0.01% | 734 |
|
|
2013
Q4 | $345K | Sell |
11,360
-500
| -4% | -$15.2K | 0.01% | 634 |
|
|
2013
Q3 | $377K | Sell |
11,860
-144
| -1% | -$4.58K | 0.01% | 522 |
|
|
2013
Q2 | $413K | Buy |
+12,004
| New | +$413K | 0.01% | 457 |
|