Creative Planning’s Optimum Communications Inc OPTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.2K | Buy |
45,564
+8,795
| +24% | +$13.8K | ﹤0.01% | 3970 |
|
|
2025
Q4 | $60.7K | Sell |
36,769
-142
| -0.4% | -$289 | ﹤0.01% | 3783 |
|
|
2025
Q3 | $89K | Buy |
36,911
+1,168
| +3% | +$2.87K | ﹤0.01% | 3687 |
|
|
2025
Q2 | $76.5K | Buy |
35,743
+65
| +0.2% | +$152 | ﹤0.01% | 3464 |
|
|
2025
Q1 | $94.9K | Hold |
35,678
| – | – | ﹤0.01% | 3261 |
|
|
2024
Q4 | $86K | Sell |
35,678
-21,938
| -38% | -$54.8K | ﹤0.01% | 3177 |
|
|
2024
Q3 | $142K | Buy |
57,616
+22,497
| +64% | +$43.4K | ﹤0.01% | 2947 |
|
|
2024
Q2 | $71.6K | Hold |
35,119
| – | – | ﹤0.01% | 2890 |
|
|
2024
Q1 | $91.7K | Sell |
35,119
-41
| -0.1% | -$103 | ﹤0.01% | 2720 |
|
|
2023
Q4 | $114K | Buy |
35,160
+41
| +0.1% | +$107 | ﹤0.01% | 2555 |
|
|
2023
Q3 | $115K | Hold |
35,119
| – | – | ﹤0.01% | 2373 |
|
|
2023
Q2 | $106K | Sell |
35,119
-6,407
| -15% | -$18.2K | ﹤0.01% | 2336 |
|
|
2023
Q1 | $142K | Sell |
41,526
-13,336
| -24% | -$56.7K | ﹤0.01% | 2197 |
|
|
2022
Q4 | $252K | Buy |
54,862
+17,828
| +48% | +$87.6K | ﹤0.01% | 1852 |
|
|
2022
Q3 | $216K | Buy |
37,034
+1,766
| +5% | +$16.9K | ﹤0.01% | 1860 |
|
|
2022
Q2 | $326K | Sell |
35,268
-514
| -1% | -$5.38K | ﹤0.01% | 1554 |
|
|
2022
Q1 | $447K | Buy |
35,782
+170
| +0.5% | +$2.27K | ﹤0.01% | 1382 |
|
|
2021
Q4 | $576K | Buy |
35,612
+535
| +2% | +$9.07K | ﹤0.01% | 1224 |
|
|
2021
Q3 | $727K | Buy |
35,077
+77
| +0.2% | +$2.24K | ﹤0.01% | 1102 |
|
|
2021
Q2 | $1.2M | Sell |
35,000
-148,908
| -81% | -$5.21M | ﹤0.01% | 865 |
|
|
2021
Q1 | $5.98M | Hold |
183,908
| – | – | 0.01% | 367 |
|
|
2020
Q4 | $6.96M | Sell |
183,908
-247,000
| -57% | -$7.74M | 0.02% | 317 |
|
|
2020
Q3 | $11.2M | Sell |
430,908
-125,000
| -22% | -$3.25M | 0.03% | 192 |
|
|
2020
Q2 | $12.5M | Sell |
555,908
-149,969
| -21% | -$3.68M | 0.04% | 166 |
|
|
2020
Q1 | $15.7M | Buy |
705,877
+223,805
| +46% | +$5.84M | 0.06% | 124 |
|
|
2019
Q4 | $13.2M | Hold |
482,072
| – | – | 0.04% | 161 |
|
|
2019
Q3 | $13.8M | Sell |
482,072
-200,000
| -29% | -$5.45M | 0.05% | 144 |
|
|
2019
Q2 | $16.6M | Hold |
682,072
| – | – | 0.06% | 130 |
|
|
2019
Q1 | $14.7M | Hold |
682,072
| – | – | 0.05% | 129 |
|
|
2018
Q4 | $11.3M | Buy |
682,072
+195,578
| +40% | +$3.4M | 0.05% | 134 |
|
|
2018
Q3 | $8.82M | Sell |
486,494
-151,000
| -24% | -$2.7M | 0.03% | 182 |
|
|
2018
Q2 | $10.9M | Buy |
637,494
+1,000
| +0.2% | +$18.5K | 0.04% | 144 |
|
|
2018
Q1 | $11.8M | Buy |
+636,494
| New | +$13M | 0.05% | 134 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$32K | – | 2015 |
|
|
2017
Q2 | $32K | Buy |
+1,000
| New | +$33.1K | ﹤0.01% | 2840 |
|
Other funds holding OPTU
ECP
VCM
VPM
ML
