Creative Planning’s ODP ODP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $551K | Sell |
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|
2025
Q2 | $362K | Buy |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $690K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.38K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $62K | Sell |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $116K | Sell |
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|
2019
Q3 | $592K | Buy |
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|
2019
Q2 | $362K | Sell |
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|
2019
Q1 | $1.54M | Sell |
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|
2018
Q4 | $1.21M | Buy |
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|
2018
Q3 | $1.31M | Sell |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $651K | Buy |
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|
2017
Q4 | $382K | Buy |
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|
2017
Q3 | $315K | Sell |
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|
2017
Q2 | $561K | Buy |
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|
2017
Q1 | $464K | Sell |
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|
2016
Q4 | $450K | Sell |
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|
2016
Q3 | $510K | Sell |
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|
2016
Q2 | $486K | Buy |
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|
2016
Q1 | $90K | Sell |
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|
2015
Q4 | $101K | Buy |
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|
2015
Q3 | $90K | Buy |
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|
2015
Q2 | $114K | Buy |
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|
2015
Q1 | $121K | Buy |
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|
2014
Q4 | $111K | Buy |
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|
2014
Q3 | $66K | Sell |
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|
2014
Q2 | $74K | Buy |
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|
2014
Q1 | $2K | Sell |
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|
2013
Q4 | $12K | Sell |
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|
2013
Q3 | $639K | Buy |
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|
2013
Q2 | $434K | Buy |
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