Creative Planning’s On Holding ONON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$964K Buy
18,524
+69
+0.4% +$3.59K ﹤0.01% 1875
2025
Q1
$811K Buy
18,455
+477
+3% +$21K ﹤0.01% 1880
2024
Q4
$985K Sell
17,978
-801
-4% -$43.9K ﹤0.01% 1646
2024
Q3
$942K Buy
18,779
+1,160
+7% +$58.2K ﹤0.01% 1563
2024
Q2
$684K Buy
17,619
+2,115
+14% +$82.1K ﹤0.01% 1692
2024
Q1
$549K Buy
15,504
+443
+3% +$15.7K ﹤0.01% 1788
2023
Q4
$406K Buy
15,061
+3,332
+28% +$89.9K ﹤0.01% 1849
2023
Q3
$326K Buy
+11,729
New +$326K ﹤0.01% 1857