Creative Planning’s Opko Health OPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.3K Sell
24,492
-3,605
-13% -$4.76K ﹤0.01% 3532
2025
Q1
$46.6K Buy
28,097
+3,833
+16% +$6.36K ﹤0.01% 3333
2024
Q4
$35.7K Sell
24,264
-2,660
-10% -$3.91K ﹤0.01% 3271
2024
Q3
$40.1K Sell
26,924
-4,562
-14% -$6.8K ﹤0.01% 3111
2024
Q2
$39.4K Buy
31,486
+7,775
+33% +$9.72K ﹤0.01% 2924
2024
Q1
$28.5K Sell
23,711
-3,555
-13% -$4.27K ﹤0.01% 2798
2023
Q4
$41.2K Sell
27,266
-71,479
-72% -$108K ﹤0.01% 2643
2023
Q3
$158K Hold
98,745
﹤0.01% 2297
2023
Q2
$214K Sell
98,745
-1,355
-1% -$2.94K ﹤0.01% 2154
2023
Q1
$146K Buy
100,100
+2,067
+2% +$3.02K ﹤0.01% 2185
2022
Q4
$123K Buy
98,033
+3,336
+4% +$4.17K ﹤0.01% 2109
2022
Q3
$179K Buy
94,697
+5,487
+6% +$10.4K ﹤0.01% 1929
2022
Q2
$226K Buy
89,210
+3,963
+5% +$10K ﹤0.01% 1798
2022
Q1
$293K Sell
85,247
-298
-0.3% -$1.02K ﹤0.01% 1656
2021
Q4
$411K Sell
85,545
-122
-0.1% -$586 ﹤0.01% 1424
2021
Q3
$313K Buy
85,667
+5,273
+7% +$19.3K ﹤0.01% 1568
2021
Q2
$326K Sell
80,394
-17,646
-18% -$71.6K ﹤0.01% 1513
2021
Q1
$421K Buy
98,040
+55,258
+129% +$237K ﹤0.01% 1530
2020
Q4
$169K Buy
42,782
+2,876
+7% +$11.4K ﹤0.01% 1909
2020
Q3
$147K Sell
39,906
-116,392
-74% -$429K ﹤0.01% 1731
2020
Q2
$533K Buy
156,298
+123,847
+382% +$422K ﹤0.01% 990
2020
Q1
$43K Sell
32,451
-9,000
-22% -$11.9K ﹤0.01% 1623
2019
Q4
$61K Sell
41,451
-3,230
-7% -$4.75K ﹤0.01% 1783
2019
Q3
$93K Hold
44,681
﹤0.01% 1715
2019
Q2
$109K Sell
44,681
-3,438
-7% -$8.39K ﹤0.01% 1723
2019
Q1
$126K Sell
48,119
-1,300
-3% -$3.4K ﹤0.01% 1654
2018
Q4
$149K Sell
49,419
-66,890
-58% -$202K ﹤0.01% 1561
2018
Q3
$402K Buy
116,309
+5,000
+4% +$17.3K ﹤0.01% 1206
2018
Q2
$523K Sell
111,309
-1,823
-2% -$8.57K ﹤0.01% 1039
2018
Q1
$359K Sell
113,132
-850
-0.7% -$2.7K ﹤0.01% 1240
2017
Q4
$559K Sell
113,982
-48,962
-30% -$240K ﹤0.01% 1006
2017
Q3
$1.12M Sell
162,944
-1,444
-0.9% -$9.91K 0.01% 656
2017
Q2
$1.08M Buy
164,388
+4,660
+3% +$30.7K 0.01% 649
2017
Q1
$1.28M Sell
159,728
-13,045
-8% -$104K 0.01% 579
2016
Q4
$1.61M Buy
172,773
+3,649
+2% +$33.9K 0.01% 469
2016
Q3
$1.79M Buy
169,124
+70,999
+72% +$752K 0.01% 406
2016
Q2
$916K Buy
98,125
+1,658
+2% +$15.5K 0.01% 546
2016
Q1
$1M Sell
96,467
-28,551
-23% -$297K 0.01% 509
2015
Q4
$1.26M Buy
125,018
+35,195
+39% +$354K 0.01% 432
2015
Q3
$755K Buy
89,823
+26,008
+41% +$219K 0.01% 574
2015
Q2
$1.03M Buy
63,815
+3,945
+7% +$63.4K 0.01% 460
2015
Q1
$848K Sell
59,870
-59,390
-50% -$841K 0.01% 519
2014
Q4
$1.19M Buy
119,260
+115,010
+2,706% +$1.15M 0.01% 396
2014
Q3
$36K Sell
4,250
-100
-2% -$847 ﹤0.01% 2131
2014
Q2
$38K Buy
4,350
+100
+2% +$874 ﹤0.01% 2037
2014
Q1
$40K Buy
4,250
+350
+9% +$3.29K ﹤0.01% 1931
2013
Q4
$33K Buy
3,900
+400
+11% +$3.39K ﹤0.01% 1887
2013
Q3
$31K Buy
3,500
+800
+30% +$7.09K ﹤0.01% 1829
2013
Q2
$19K Buy
+2,700
New +$19K ﹤0.01% 1963