Creative Planning’s National Research Corp NRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
147,413
+112,251
| +319% | +$1.89M | ﹤0.01% | 1168 |
|
|
2025
Q1 | $450K | Sell |
35,162
-25,378
| -42% | -$325K | ﹤0.01% | 2365 |
|
|
2024
Q4 | $1.07M | Buy |
60,540
+24,983
| +70% | +$441K | ﹤0.01% | 1598 |
|
|
2024
Q3 | $813K | Buy |
35,557
+23,367
| +192% | +$534K | ﹤0.01% | 1687 |
|
|
2024
Q2 | $280K | Buy |
12,190
+7,067
| +138% | +$162K | ﹤0.01% | 2402 |
|
|
2024
Q1 | $203K | Buy |
+5,123
| New | +$203K | ﹤0.01% | 2550 |
|
|
2023
Q4 | – | Sell |
-202
| Closed | -$8.96K | – | 2910 |
|
|
2023
Q3 | $8.96K | Buy |
+202
| New | +$8.96K | ﹤0.01% | 2626 |
|
|
2017
Q3 | – | Sell |
-270
| Closed | -$7K | – | 3004 |
|
|
2017
Q2 | $7K | Hold |
270
| – | – | ﹤0.01% | 3783 |
|
|
2017
Q1 | $5K | Hold |
270
| – | – | ﹤0.01% | 3902 |
|
|
2016
Q4 | $5K | Hold |
270
| – | – | ﹤0.01% | 3878 |
|
|
2016
Q3 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 3886 |
|