Creative Planning’s One Liberty Properties OLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
8,506
-1,958
| -19% | -$46.7K | ﹤0.01% | 3195 |
|
|
2025
Q1 | $275K | Sell |
10,464
-353
| -3% | -$9.27K | ﹤0.01% | 2827 |
|
|
2024
Q4 | $295K | Buy |
10,817
+923
| +9% | +$25.1K | ﹤0.01% | 2671 |
|
|
2024
Q3 | $272K | Buy |
9,894
+411
| +4% | +$11.3K | ﹤0.01% | 2600 |
|
|
2024
Q2 | $223K | Sell |
9,483
-239
| -2% | -$5.61K | ﹤0.01% | 2585 |
|
|
2024
Q1 | $220K | Buy |
9,722
+234
| +2% | +$5.29K | ﹤0.01% | 2495 |
|
|
2023
Q4 | $208K | Buy |
+9,488
| New | +$208K | ﹤0.01% | 2391 |
|
|
2017
Q3 | – | Sell |
-900
| Closed | -$21K | – | 3046 |
|
|
2017
Q2 | $21K | Buy |
900
+500
| +125% | +$11.7K | ﹤0.01% | 3128 |
|
|
2017
Q1 | $9K | Sell |
400
-113
| -22% | -$2.54K | ﹤0.01% | 3613 |
|
|
2016
Q4 | $13K | Buy |
513
+113
| +28% | +$2.86K | ﹤0.01% | 3318 |
|
|
2016
Q3 | $10K | Sell |
400
-300
| -43% | -$7.5K | ﹤0.01% | 3464 |
|
|
2016
Q2 | $17K | Buy |
700
+300
| +75% | +$7.29K | ﹤0.01% | 2879 |
|
|
2016
Q1 | $9K | Sell |
400
-282
| -41% | -$6.35K | ﹤0.01% | 3255 |
|
|
2015
Q4 | $15K | Sell |
682
-314
| -32% | -$6.91K | ﹤0.01% | 3005 |
|
|
2015
Q3 | $21K | Buy |
+996
| New | +$21K | ﹤0.01% | 2676 |
|
|
2015
Q2 | – | Sell |
-996
| Closed | -$24K | – | 2288 |
|
|
2015
Q1 | $24K | Hold |
996
| – | – | ﹤0.01% | 2566 |
|
|
2014
Q4 | $24K | Hold |
996
| – | – | ﹤0.01% | 2502 |
|
|
2014
Q3 | $20K | Sell |
996
-236
| -19% | -$4.74K | ﹤0.01% | 2516 |
|
|
2014
Q2 | $26K | Buy |
1,232
+236
| +24% | +$4.98K | ﹤0.01% | 2305 |
|
|
2014
Q1 | $21K | Hold |
996
| – | – | ﹤0.01% | 2318 |
|
|
2013
Q4 | $20K | Hold |
996
| – | – | ﹤0.01% | 2190 |
|
|
2013
Q3 | $20K | Hold |
996
| – | – | ﹤0.01% | 2105 |
|
|
2013
Q2 | $22K | Buy |
+996
| New | +$22K | ﹤0.01% | 1874 |
|