Creative Planning’s ODP ODP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
19,994
+4,656
| +30% | +$84.4K | ﹤0.01% | 2732 |
|
|
2025
Q1 | $220K | Buy |
+15,338
| New | +$220K | ﹤0.01% | 2982 |
|
|
2024
Q4 | – | Sell |
-23,207
| Closed | -$690K | – | 3625 |
|
|
2024
Q3 | $690K | Buy |
+23,207
| New | +$690K | ﹤0.01% | 1827 |
|
|
2023
Q4 | – | Sell |
-95
| Closed | -$4.39K | – | 2917 |
|
|
2023
Q3 | $4.39K | Buy |
+95
| New | +$4.39K | ﹤0.01% | 2691 |
|
|
2020
Q3 | – | Sell |
-2,640
| Closed | -$62K | – | 1995 |
|
|
2020
Q2 | $62K | Sell |
2,640
-100
| -4% | -$2.35K | ﹤0.01% | 1702 |
|
|
2020
Q1 | $45K | Sell |
2,740
-1,500
| -35% | -$24.6K | ﹤0.01% | 1620 |
|
|
2019
Q4 | $116K | Sell |
4,240
-29,499
| -87% | -$807K | ﹤0.01% | 1723 |
|
|
2019
Q3 | $592K | Buy |
33,739
+16,162
| +92% | +$284K | ﹤0.01% | 968 |
|
|
2019
Q2 | $362K | Sell |
17,577
-24,900
| -59% | -$513K | ﹤0.01% | 1252 |
|
|
2019
Q1 | $1.54M | Sell |
42,477
-4,417
| -9% | -$160K | 0.01% | 555 |
|
|
2018
Q4 | $1.21M | Buy |
46,894
+5,970
| +15% | +$154K | 0.01% | 598 |
|
|
2018
Q3 | $1.31M | Sell |
40,924
-17,783
| -30% | -$571K | ﹤0.01% | 639 |
|
|
2018
Q2 | $1.5M | Buy |
58,707
+28,406
| +94% | +$724K | 0.01% | 546 |
|
|
2018
Q1 | $651K | Buy |
30,301
+19,508
| +181% | +$419K | ﹤0.01% | 940 |
|
|
2017
Q4 | $382K | Buy |
10,793
+3,850
| +55% | +$136K | ﹤0.01% | 1218 |
|
|
2017
Q3 | $315K | Sell |
6,943
-3,009
| -30% | -$137K | ﹤0.01% | 1291 |
|
|
2017
Q2 | $561K | Buy |
9,952
+4
| +0% | +$225 | ﹤0.01% | 954 |
|
|
2017
Q1 | $464K | Sell |
9,948
-16
| -0.2% | -$746 | ﹤0.01% | 1017 |
|
|
2016
Q4 | $450K | Sell |
9,964
-4,335
| -30% | -$196K | ﹤0.01% | 968 |
|
|
2016
Q3 | $510K | Sell |
14,299
-395
| -3% | -$14.1K | ﹤0.01% | 877 |
|
|
2016
Q2 | $486K | Buy |
14,694
+13,425
| +1,058% | +$444K | ﹤0.01% | 792 |
|
|
2016
Q1 | $90K | Sell |
1,269
-525
| -29% | -$37.2K | ﹤0.01% | 1693 |
|
|
2015
Q4 | $101K | Buy |
1,794
+389
| +28% | +$21.9K | ﹤0.01% | 1608 |
|
|
2015
Q3 | $90K | Buy |
1,405
+85
| +6% | +$5.45K | ﹤0.01% | 1639 |
|
|
2015
Q2 | $114K | Buy |
1,320
+1
| +0.1% | +$86 | ﹤0.01% | 947 |
|
|
2015
Q1 | $121K | Buy |
1,319
+20
| +2% | +$1.84K | ﹤0.01% | 1462 |
|
|
2014
Q4 | $111K | Buy |
1,299
+10
| +0.8% | +$855 | ﹤0.01% | 1493 |
|
|
2014
Q3 | $66K | Sell |
1,289
-10
| -0.8% | -$512 | ﹤0.01% | 1721 |
|
|
2014
Q2 | $74K | Buy |
1,299
+1,254
| +2,787% | +$71.4K | ﹤0.01% | 1607 |
|
|
2014
Q1 | $2K | Sell |
45
-185
| -80% | -$8.22K | ﹤0.01% | 3287 |
|
|
2013
Q4 | $12K | Sell |
230
-12,990
| -98% | -$678K | ﹤0.01% | 2471 |
|
|
2013
Q3 | $639K | Buy |
13,220
+2,010
| +18% | +$97.2K | 0.01% | 370 |
|
|
2013
Q2 | $434K | Buy |
+11,210
| New | +$434K | 0.01% | 441 |
|