Creative Planning’s People's United Financial Inc PBCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28,220
| Closed | -$564K | – | 2487 |
|
|
2022
Q1 | $564K | Buy |
28,220
+427
| +2% | +$8.53K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $495K | Hold |
27,793
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q3 | $486K | Buy |
27,793
+2,276
| +9% | +$39.8K | ﹤0.01% | 1317 |
|
|
2021
Q2 | $437K | Sell |
25,517
-6,466
| -20% | -$111K | ﹤0.01% | 1351 |
|
|
2021
Q1 | $572K | Buy |
31,983
+484
| +2% | +$8.66K | ﹤0.01% | 1326 |
|
|
2020
Q4 | $407K | Buy |
31,499
+3,776
| +14% | +$48.8K | ﹤0.01% | 1409 |
|
|
2020
Q3 | $286K | Buy |
27,723
+1,276
| +5% | +$13.2K | ﹤0.01% | 1428 |
|
|
2020
Q2 | $306K | Sell |
26,447
-69,470
| -72% | -$804K | ﹤0.01% | 1275 |
|
|
2020
Q1 | $1.06M | Buy |
95,917
+1,639
| +2% | +$18.1K | ﹤0.01% | 614 |
|
|
2019
Q4 | $1.59M | Buy |
94,278
+15,621
| +20% | +$264K | ﹤0.01% | 588 |
|
|
2019
Q3 | $1.23M | Sell |
78,657
-4,240
| -5% | -$66.3K | ﹤0.01% | 662 |
|
|
2019
Q2 | $1.39M | Buy |
82,897
+10,846
| +15% | +$182K | ﹤0.01% | 617 |
|
|
2019
Q1 | $1.19M | Sell |
72,051
-537
| -0.7% | -$8.83K | ﹤0.01% | 660 |
|
|
2018
Q4 | $1.05M | Sell |
72,588
-548
| -0.7% | -$7.9K | ﹤0.01% | 644 |
|
|
2018
Q3 | $1.25M | Sell |
73,136
-5,693
| -7% | -$97.5K | ﹤0.01% | 662 |
|
|
2018
Q2 | $1.43M | Buy |
78,829
+3,506
| +5% | +$63.4K | 0.01% | 566 |
|
|
2018
Q1 | $1.41M | Sell |
75,323
-29,710
| -28% | -$555K | 0.01% | 566 |
|
|
2017
Q4 | $1.96M | Buy |
105,033
+1,277
| +1% | +$23.9K | 0.01% | 460 |
|
|
2017
Q3 | $1.88M | Sell |
103,756
-848
| -0.8% | -$15.4K | 0.01% | 483 |
|
|
2017
Q2 | $1.85M | Buy |
104,604
+2,605
| +3% | +$46K | 0.01% | 459 |
|
|
2017
Q1 | $1.86M | Sell |
101,999
-59
| -0.1% | -$1.07K | 0.01% | 450 |
|
|
2016
Q4 | $1.98M | Sell |
102,058
-3,367
| -3% | -$65.2K | 0.01% | 407 |
|
|
2016
Q3 | $1.67M | Buy |
105,425
+3,313
| +3% | +$52.4K | 0.01% | 430 |
|
|
2016
Q2 | $1.5M | Buy |
102,112
+1,751
| +2% | +$25.7K | 0.01% | 411 |
|
|
2016
Q1 | $1.6M | Buy |
100,361
+930
| +0.9% | +$14.8K | 0.01% | 368 |
|
|
2015
Q4 | $1.61M | Sell |
99,431
-450
| -0.5% | -$7.27K | 0.01% | 360 |
|
|
2015
Q3 | $1.57M | Buy |
99,881
+1,361
| +1% | +$21.4K | 0.01% | 353 |
|
|
2015
Q2 | $1.6M | Buy |
98,520
+32,589
| +49% | +$528K | 0.01% | 348 |
|
|
2015
Q1 | $1M | Sell |
65,931
-818
| -1% | -$12.4K | 0.01% | 459 |
|
|
2014
Q4 | $1.01M | Buy |
66,749
+500
| +0.8% | +$7.59K | 0.01% | 442 |
|
|
2014
Q3 | $959K | Buy |
66,249
+1,804
| +3% | +$26.1K | 0.01% | 415 |
|
|
2014
Q2 | $978K | Buy |
64,445
+814
| +1% | +$12.4K | 0.01% | 395 |
|
|
2014
Q1 | $946K | Buy |
63,631
+100
| +0.2% | +$1.49K | 0.01% | 387 |
|
|
2013
Q4 | $961K | Sell |
63,531
-540
| -0.8% | -$8.17K | 0.02% | 316 |
|
|
2013
Q3 | $921K | Sell |
64,071
-568
| -0.9% | -$8.17K | 0.02% | 284 |
|
|
2013
Q2 | $963K | Buy |
+64,639
| New | +$963K | 0.02% | 239 |
|