Creative Planning’s Oil States International OIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3K | Sell |
17,789
-48,225
| -73% | -$258K | ﹤0.01% | 3425 |
|
|
2025
Q1 | $340K | Buy |
66,014
+42,845
| +185% | +$221K | ﹤0.01% | 2630 |
|
|
2024
Q4 | $117K | Sell |
23,169
-5,824
| -20% | -$29.5K | ﹤0.01% | 3118 |
|
|
2024
Q3 | $133K | Buy |
+28,993
| New | +$133K | ﹤0.01% | 2962 |
|
|
2024
Q2 | – | Sell |
-19,267
| Closed | -$119K | – | 3057 |
|
|
2024
Q1 | $119K | Buy |
19,267
+4,613
| +31% | +$28.4K | ﹤0.01% | 2662 |
|
|
2023
Q4 | $99.5K | Buy |
+14,654
| New | +$99.5K | ﹤0.01% | 2557 |
|
|
2023
Q2 | – | Sell |
-156
| Closed | -$1.3K | – | 2645 |
|
|
2023
Q1 | $1.3K | Buy |
+156
| New | +$1.3K | ﹤0.01% | 2449 |
|
|
2017
Q3 | – | Sell |
-331
| Closed | -$9K | – | 3043 |
|
|
2017
Q2 | $9K | Sell |
331
-118
| -26% | -$3.21K | ﹤0.01% | 3648 |
|
|
2017
Q1 | $15K | Buy |
449
+40
| +10% | +$1.34K | ﹤0.01% | 3298 |
|
|
2016
Q4 | $16K | Buy |
409
+78
| +24% | +$3.05K | ﹤0.01% | 3187 |
|
|
2016
Q3 | $10K | Buy |
+331
| New | +$10K | ﹤0.01% | 3463 |
|
|
2014
Q4 | – | Sell |
-30
| Closed | -$2K | – | 4127 |
|
|
2014
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 3579 |
|
|
2014
Q2 | $2K | Sell |
30
-23
| -43% | -$1.53K | ﹤0.01% | 3415 |
|
|
2014
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 3184 |
|
|
2013
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 3006 |
|
|
2013
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 2897 |
|
|
2013
Q2 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 2719 |
|