Creative Planning’s NI Holdings NODK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
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|
2025
Q1 | $196K | Buy |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $244K | Buy |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $205K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $174K | Hold |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $176K | Hold |
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|
2022
Q4 | $180K | Hold |
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|
2022
Q3 | $181K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $222K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $473K | Hold |
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|
2019
Q3 | $471K | Hold |
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|
2019
Q2 | $484K | Hold |
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|
2019
Q1 | $440K | Hold |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $376K | Buy |
|