Creative Planning’s Ocugen OCGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.4K | Buy |
+59,106
| New | +$57.4K | ﹤0.01% | 3485 |
|
|
2024
Q4 | – | Sell |
-15,125
| Closed | -$15K | – | 3624 |
|
|
2024
Q3 | $15K | Buy |
15,125
+2,871
| +23% | +$2.85K | ﹤0.01% | 3157 |
|
|
2024
Q2 | $19K | Buy |
+12,254
| New | +$19K | ﹤0.01% | 2959 |
|
|
2023
Q2 | – | Sell |
-13,076
| Closed | -$11.2K | – | 2641 |
|
|
2023
Q1 | $11.2K | Sell |
13,076
-1,342
| -9% | -$1.15K | ﹤0.01% | 2409 |
|
|
2022
Q4 | $18.7K | Buy |
+14,418
| New | +$18.7K | ﹤0.01% | 2287 |
|
|
2021
Q2 | – | Sell |
-12,109
| Closed | -$82K | – | 2230 |
|
|
2021
Q1 | $82K | Buy |
+12,109
| New | +$82K | ﹤0.01% | 2212 |
|
|
2020
Q1 | – | Sell |
-15,000
| Closed | -$8K | – | 1864 |
|
|
2019
Q4 | $8K | Buy |
+15,000
| New | +$8K | ﹤0.01% | 1868 |
|
|
2017
Q3 | – | Sell |
-83
| Closed | -$9K | – | 3034 |
|
|
2017
Q2 | $9K | Hold |
83
| – | – | ﹤0.01% | 3647 |
|
|
2017
Q1 | $9K | Buy |
+83
| New | +$9K | ﹤0.01% | 3612 |
|