Creative Planning’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
20,142
+2,832
| +16% | +$383K | ﹤0.01% | 1096 |
|
|
2025
Q1 | $2.22M | Sell |
17,310
-646
| -4% | -$82.8K | ﹤0.01% | 1110 |
|
|
2024
Q4 | $2.81M | Buy |
17,956
+3,340
| +23% | +$523K | ﹤0.01% | 935 |
|
|
2024
Q3 | $2M | Buy |
14,616
+5,245
| +56% | +$717K | ﹤0.01% | 1054 |
|
|
2024
Q2 | $967K | Buy |
9,371
+2,999
| +47% | +$309K | ﹤0.01% | 1417 |
|
|
2024
Q1 | $604K | Buy |
6,372
+158
| +3% | +$15K | ﹤0.01% | 1703 |
|
|
2023
Q4 | $672K | Buy |
6,214
+3,778
| +155% | +$409K | ﹤0.01% | 1490 |
|
|
2023
Q3 | $227K | Buy |
+2,436
| New | +$227K | ﹤0.01% | 2143 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$1.46K | – | 2656 |
|
|
2023
Q1 | $1.46K | Buy |
+15
| New | +$1.46K | ﹤0.01% | 2447 |
|
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$63K | – | 3133 |
|
|
2017
Q2 | $63K | Hold |
1,200
| – | – | ﹤0.01% | 2318 |
|
|
2017
Q1 | $69K | Hold |
1,200
| – | – | ﹤0.01% | 2216 |
|
|
2016
Q4 | $65K | Hold |
1,200
| – | – | ﹤0.01% | 2168 |
|
|
2016
Q3 | $56K | Hold |
1,200
| – | – | ﹤0.01% | 2258 |
|
|
2016
Q2 | $52K | Hold |
1,200
| – | – | ﹤0.01% | 2105 |
|
|
2016
Q1 | $47K | Hold |
1,200
| – | – | ﹤0.01% | 2132 |
|
|
2015
Q4 | $42K | Hold |
1,200
| – | – | ﹤0.01% | 2235 |
|
|
2015
Q3 | $46K | Buy |
+1,200
| New | +$46K | ﹤0.01% | 2092 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$49K | – | 2377 |
|
|
2015
Q1 | $49K | Hold |
1,200
| – | – | ﹤0.01% | 2032 |
|
|
2014
Q4 | $49K | Hold |
1,200
| – | – | ﹤0.01% | 2004 |
|
|
2014
Q3 | $44K | Hold |
1,200
| – | – | ﹤0.01% | 1992 |
|
|
2014
Q2 | $52K | Hold |
1,200
| – | – | ﹤0.01% | 1847 |
|
|
2014
Q1 | $48K | Hold |
1,200
| – | – | ﹤0.01% | 1818 |
|
|
2013
Q4 | $52K | Sell |
1,200
-500
| -29% | -$21.7K | ﹤0.01% | 1587 |
|
|
2013
Q3 | $63K | Hold |
1,700
| – | – | ﹤0.01% | 1384 |
|
|
2013
Q2 | $51K | Buy |
+1,700
| New | +$51K | ﹤0.01% | 1370 |
|