Creative Planning’s ONE Gas OGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
32,510
+744
| +2% | +$53.5K | ﹤0.01% | 1208 |
|
|
2025
Q1 | $2.4M | Buy |
31,766
+482
| +2% | +$36.4K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $2.17M | Buy |
31,284
+1,081
| +4% | +$74.9K | ﹤0.01% | 1083 |
|
|
2024
Q3 | $2.25M | Buy |
30,203
+1,021
| +3% | +$76K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $1.86M | Sell |
29,182
-337
| -1% | -$21.5K | ﹤0.01% | 1020 |
|
|
2024
Q1 | $1.9M | Buy |
29,519
+3,506
| +13% | +$226K | ﹤0.01% | 980 |
|
|
2023
Q4 | $1.66M | Buy |
26,013
+1,276
| +5% | +$81.3K | ﹤0.01% | 987 |
|
|
2023
Q3 | $1.69M | Sell |
24,737
-5,199
| -17% | -$355K | ﹤0.01% | 933 |
|
|
2023
Q2 | $2.3M | Buy |
29,936
+1,417
| +5% | +$109K | ﹤0.01% | 753 |
|
|
2023
Q1 | $2.26M | Buy |
28,519
+1,509
| +6% | +$120K | ﹤0.01% | 736 |
|
|
2022
Q4 | $2.05M | Buy |
27,010
+3,315
| +14% | +$251K | ﹤0.01% | 738 |
|
|
2022
Q3 | $1.67M | Sell |
23,695
-1,607
| -6% | -$113K | ﹤0.01% | 754 |
|
|
2022
Q2 | $2.05M | Buy |
25,302
+3,413
| +16% | +$277K | ﹤0.01% | 707 |
|
|
2022
Q1 | $1.93M | Buy |
21,889
+65
| +0.3% | +$5.73K | ﹤0.01% | 732 |
|
|
2021
Q4 | $1.69M | Buy |
21,824
+4
| +0% | +$310 | ﹤0.01% | 743 |
|
|
2021
Q3 | $1.38M | Sell |
21,820
-387
| -2% | -$24.5K | ﹤0.01% | 803 |
|
|
2021
Q2 | $1.65M | Sell |
22,207
-1,172
| -5% | -$86.9K | ﹤0.01% | 746 |
|
|
2021
Q1 | $1.8M | Buy |
23,379
+901
| +4% | +$69.3K | ﹤0.01% | 766 |
|
|
2020
Q4 | $1.73M | Sell |
22,478
-89
| -0.4% | -$6.83K | ﹤0.01% | 719 |
|
|
2020
Q3 | $1.56M | Sell |
22,567
-406
| -2% | -$28K | ﹤0.01% | 647 |
|
|
2020
Q2 | $1.77M | Buy |
22,973
+27
| +0.1% | +$2.08K | 0.01% | 533 |
|
|
2020
Q1 | $1.92M | Buy |
22,946
+8,569
| +60% | +$717K | 0.01% | 445 |
|
|
2019
Q4 | $1.35M | Buy |
14,377
+10
| +0.1% | +$936 | ﹤0.01% | 659 |
|
|
2019
Q3 | $1.38M | Sell |
14,367
-1,442
| -9% | -$139K | ﹤0.01% | 621 |
|
|
2019
Q2 | $1.43M | Buy |
15,809
+34
| +0.2% | +$3.07K | ﹤0.01% | 606 |
|
|
2019
Q1 | $1.4M | Buy |
15,775
+452
| +3% | +$40.2K | 0.01% | 596 |
|
|
2018
Q4 | $1.22M | Buy |
15,323
+635
| +4% | +$50.6K | 0.01% | 591 |
|
|
2018
Q3 | $1.21M | Sell |
14,688
-121
| -0.8% | -$9.96K | ﹤0.01% | 679 |
|
|
2018
Q2 | $1.11M | Sell |
14,809
-121
| -0.8% | -$9.05K | ﹤0.01% | 688 |
|
|
2018
Q1 | $986K | Buy |
14,930
+102
| +0.7% | +$6.74K | ﹤0.01% | 741 |
|
|
2017
Q4 | $1.09M | Buy |
14,828
+362
| +3% | +$26.5K | ﹤0.01% | 684 |
|
|
2017
Q3 | $1.07M | Sell |
14,466
-274
| -2% | -$20.2K | ﹤0.01% | 684 |
|
|
2017
Q2 | $1.03M | Buy |
14,740
+402
| +3% | +$28.1K | 0.01% | 668 |
|
|
2017
Q1 | $969K | Sell |
14,338
-2,009
| -12% | -$136K | 0.01% | 686 |
|
|
2016
Q4 | $1.05M | Buy |
16,347
+81
| +0.5% | +$5.18K | 0.01% | 607 |
|
|
2016
Q3 | $1.01M | Buy |
16,266
+125
| +0.8% | +$7.73K | 0.01% | 582 |
|
|
2016
Q2 | $1.08M | Buy |
16,141
+555
| +4% | +$37K | 0.01% | 503 |
|
|
2016
Q1 | $952K | Sell |
15,586
-2,279
| -13% | -$139K | 0.01% | 523 |
|
|
2015
Q4 | $896K | Sell |
17,865
-15
| -0.1% | -$752 | 0.01% | 534 |
|
|
2015
Q3 | $810K | Sell |
17,880
-774
| -4% | -$35.1K | 0.01% | 547 |
|
|
2015
Q2 | $794K | Buy |
18,654
+987
| +6% | +$42K | 0.01% | 537 |
|
|
2015
Q1 | $764K | Sell |
17,667
-638
| -3% | -$27.6K | 0.01% | 558 |
|
|
2014
Q4 | $755K | Buy |
18,305
+941
| +5% | +$38.8K | 0.01% | 541 |
|
|
2014
Q3 | $595K | Buy |
17,364
+2,167
| +14% | +$74.3K | 0.01% | 587 |
|
|
2014
Q2 | $574K | Buy |
15,197
+153
| +1% | +$5.78K | 0.01% | 592 |
|
|
2014
Q1 | $541K | Buy |
+15,044
| New | +$541K | 0.01% | 585 |
|