Creative Planning’s NI Holdings NODK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Buy |
13,865
+149
| +1% | +$1.9K | ﹤0.01% | 3260 |
|
|
2025
Q1 | $196K | Buy |
13,716
+130
| +1% | +$1.85K | ﹤0.01% | 3071 |
|
|
2024
Q4 | $213K | Sell |
13,586
-1,947
| -13% | -$30.6K | ﹤0.01% | 2920 |
|
|
2024
Q3 | $244K | Buy |
15,533
+2,000
| +15% | +$31.4K | ﹤0.01% | 2696 |
|
|
2024
Q2 | $207K | Hold |
13,533
| – | – | ﹤0.01% | 2637 |
|
|
2024
Q1 | $205K | Hold |
13,533
| – | – | ﹤0.01% | 2541 |
|
|
2023
Q4 | $176K | Hold |
13,533
| – | – | ﹤0.01% | 2460 |
|
|
2023
Q3 | $174K | Hold |
13,533
| – | – | ﹤0.01% | 2275 |
|
|
2023
Q2 | $201K | Hold |
13,533
| – | – | ﹤0.01% | 2203 |
|
|
2023
Q1 | $176K | Hold |
13,533
| – | – | ﹤0.01% | 2155 |
|
|
2022
Q4 | $180K | Hold |
13,533
| – | – | ﹤0.01% | 2038 |
|
|
2022
Q3 | $181K | Hold |
13,533
| – | – | ﹤0.01% | 1925 |
|
|
2022
Q2 | $222K | Hold |
13,533
| – | – | ﹤0.01% | 1807 |
|
|
2022
Q1 | $230K | Hold |
13,533
| – | – | ﹤0.01% | 1802 |
|
|
2021
Q4 | $256K | Hold |
13,533
| – | – | ﹤0.01% | 1722 |
|
|
2021
Q3 | $238K | Buy |
+13,533
| New | +$238K | ﹤0.01% | 1740 |
|
|
2021
Q2 | – | Sell |
-13,533
| Closed | -$250K | – | 2216 |
|
|
2021
Q1 | $250K | Hold |
13,533
| – | – | ﹤0.01% | 1884 |
|
|
2020
Q4 | $222K | Hold |
13,533
| – | – | ﹤0.01% | 1790 |
|
|
2020
Q3 | $229K | Hold |
13,533
| – | – | ﹤0.01% | 1575 |
|
|
2020
Q2 | $200K | Sell |
13,533
-1,000
| -7% | -$14.8K | ﹤0.01% | 1512 |
|
|
2020
Q1 | $197K | Sell |
14,533
-12,967
| -47% | -$176K | ﹤0.01% | 1384 |
|
|
2019
Q4 | $473K | Hold |
27,500
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q3 | $471K | Hold |
27,500
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q2 | $484K | Hold |
27,500
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q1 | $440K | Hold |
27,500
| – | – | ﹤0.01% | 1100 |
|
|
2018
Q4 | $433K | Buy |
+27,500
| New | +$433K | ﹤0.01% | 1027 |
|
|
2018
Q2 | – | Sell |
-22,500
| Closed | -$376K | – | 1965 |
|
|
2018
Q1 | $376K | Buy |
+22,500
| New | +$376K | ﹤0.01% | 1214 |
|