Creative Planning’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
7,602
-17,477
| -70% | -$1.05M | ﹤0.01% | 2535 |
|
|
2025
Q1 | $2.24M | Buy |
25,079
+7,675
| +44% | +$685K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $1.35M | Buy |
17,404
+13,300
| +324% | +$1.03M | ﹤0.01% | 1414 |
|
|
2024
Q3 | $361K | Buy |
4,104
+522
| +15% | +$45.9K | ﹤0.01% | 2373 |
|
|
2024
Q2 | $327K | Sell |
3,582
-498
| -12% | -$45.4K | ﹤0.01% | 2270 |
|
|
2024
Q1 | $447K | Buy |
4,080
+470
| +13% | +$51.5K | ﹤0.01% | 1924 |
|
|
2023
Q4 | $423K | Buy |
3,610
+1,446
| +67% | +$170K | ﹤0.01% | 1819 |
|
|
2023
Q3 | $211K | Buy |
+2,164
| New | +$211K | ﹤0.01% | 2193 |
|
|
2023
Q2 | – | Sell |
-43
| Closed | -$5.23K | – | 2633 |
|
|
2023
Q1 | $5.23K | Buy |
+43
| New | +$5.23K | ﹤0.01% | 2427 |
|
|
2017
Q3 | – | Sell |
-1,160
| Closed | -$41K | – | 3011 |
|
|
2017
Q2 | $41K | Sell |
1,160
-76
| -6% | -$2.69K | ﹤0.01% | 2647 |
|
|
2017
Q1 | $55K | Buy |
1,236
+582
| +89% | +$25.9K | ﹤0.01% | 2391 |
|
|
2016
Q4 | $23K | Sell |
654
-86
| -12% | -$3.02K | ﹤0.01% | 2950 |
|
|
2016
Q3 | $27K | Buy |
740
+624
| +538% | +$22.8K | ﹤0.01% | 2809 |
|
|
2016
Q2 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 3676 |
|
|
2014
Q4 | – | Sell |
-254
| Closed | -$3K | – | 4125 |
|
|
2014
Q3 | $3K | Buy |
254
+2
| +0.8% | +$24 | ﹤0.01% | 3448 |
|
|
2014
Q2 | $4K | Buy |
+252
| New | +$4K | ﹤0.01% | 3222 |
|