Creative Planning’s Olin OLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Sell |
36,681
-20,829
| -36% | -$418K | ﹤0.01% | 2104 |
|
|
2025
Q1 | $1.39M | Buy |
57,510
+42,569
| +285% | +$1.03M | ﹤0.01% | 1447 |
|
|
2024
Q4 | $505K | Buy |
14,941
+2,070
| +16% | +$70K | ﹤0.01% | 2208 |
|
|
2024
Q3 | $618K | Sell |
12,871
-452
| -3% | -$21.7K | ﹤0.01% | 1923 |
|
|
2024
Q2 | $628K | Buy |
13,323
+187
| +1% | +$8.82K | ﹤0.01% | 1765 |
|
|
2024
Q1 | $772K | Buy |
13,136
+1,112
| +9% | +$65.4K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $649K | Buy |
12,024
+1,636
| +16% | +$88.3K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $519K | Sell |
10,388
-6,709
| -39% | -$335K | ﹤0.01% | 1547 |
|
|
2023
Q2 | $879K | Buy |
17,097
+6,645
| +64% | +$341K | ﹤0.01% | 1195 |
|
|
2023
Q1 | $580K | Buy |
10,452
+99
| +1% | +$5.49K | ﹤0.01% | 1370 |
|
|
2022
Q4 | $548K | Buy |
10,353
+778
| +8% | +$41.2K | ﹤0.01% | 1370 |
|
|
2022
Q3 | $411K | Buy |
9,575
+1,803
| +23% | +$77.4K | ﹤0.01% | 1440 |
|
|
2022
Q2 | $360K | Buy |
7,772
+385
| +5% | +$17.8K | ﹤0.01% | 1487 |
|
|
2022
Q1 | $386K | Sell |
7,387
-24
| -0.3% | -$1.25K | ﹤0.01% | 1473 |
|
|
2021
Q4 | $426K | Buy |
7,411
+66
| +0.9% | +$3.79K | ﹤0.01% | 1399 |
|
|
2021
Q3 | $354K | Buy |
7,345
+439
| +6% | +$21.2K | ﹤0.01% | 1498 |
|
|
2021
Q2 | $319K | Buy |
6,906
+504
| +8% | +$23.3K | ﹤0.01% | 1524 |
|
|
2021
Q1 | $243K | Buy |
+6,402
| New | +$243K | ﹤0.01% | 1907 |
|
|
2019
Q3 | – | Sell |
-11,592
| Closed | -$254K | – | 1923 |
|
|
2019
Q2 | $254K | Buy |
11,592
+2,913
| +34% | +$63.8K | ﹤0.01% | 1463 |
|
|
2019
Q1 | $201K | Sell |
8,679
-2,885
| -25% | -$66.8K | ﹤0.01% | 1569 |
|
|
2018
Q4 | $233K | Buy |
11,564
+2,142
| +23% | +$43.2K | ﹤0.01% | 1374 |
|
|
2018
Q3 | $242K | Sell |
9,422
-631
| -6% | -$16.2K | ﹤0.01% | 1540 |
|
|
2018
Q2 | $289K | Sell |
10,053
-2,461
| -20% | -$70.7K | ﹤0.01% | 1386 |
|
|
2018
Q1 | $380K | Buy |
12,514
+2,141
| +21% | +$65K | ﹤0.01% | 1210 |
|
|
2017
Q4 | $369K | Buy |
+10,373
| New | +$369K | ﹤0.01% | 1241 |
|
|
2017
Q3 | – | Sell |
-5,050
| Closed | -$153K | – | 3045 |
|
|
2017
Q2 | $153K | Buy |
5,050
+2,862
| +131% | +$86.7K | ﹤0.01% | 1669 |
|
|
2017
Q1 | $72K | Sell |
2,188
-3,786
| -63% | -$125K | ﹤0.01% | 2173 |
|
|
2016
Q4 | $153K | Sell |
5,974
-110
| -2% | -$2.82K | ﹤0.01% | 1555 |
|
|
2016
Q3 | $125K | Buy |
6,084
+1,103
| +22% | +$22.7K | ﹤0.01% | 1682 |
|
|
2016
Q2 | $124K | Sell |
4,981
-100
| -2% | -$2.49K | ﹤0.01% | 1529 |
|
|
2016
Q1 | $88K | Buy |
5,081
+2,300
| +83% | +$39.8K | ﹤0.01% | 1706 |
|
|
2015
Q4 | $48K | Buy |
2,781
+64
| +2% | +$1.11K | ﹤0.01% | 2131 |
|
|
2015
Q3 | $46K | Buy |
+2,717
| New | +$46K | ﹤0.01% | 2090 |
|
|
2015
Q2 | – | Sell |
-752
| Closed | -$24K | – | 2287 |
|
|
2015
Q1 | $24K | Sell |
752
-1,150
| -60% | -$36.7K | ﹤0.01% | 2565 |
|
|
2014
Q4 | $43K | Sell |
1,902
-1,333
| -41% | -$30.1K | ﹤0.01% | 2089 |
|
|
2014
Q3 | $82K | Buy |
3,235
+700
| +28% | +$17.7K | ﹤0.01% | 1593 |
|
|
2014
Q2 | $68K | Buy |
2,535
+1,250
| +97% | +$33.5K | ﹤0.01% | 1653 |
|
|
2014
Q1 | $35K | Sell |
1,285
-218
| -15% | -$5.94K | ﹤0.01% | 2019 |
|
|
2013
Q4 | $43K | Sell |
1,503
-2,367
| -61% | -$67.7K | ﹤0.01% | 1717 |
|
|
2013
Q3 | $89K | Buy |
3,870
+2,900
| +299% | +$66.7K | ﹤0.01% | 1185 |
|
|
2013
Q2 | $23K | Buy |
+970
| New | +$23K | ﹤0.01% | 1845 |
|