Creative Planning’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
327,948
+223,734
| +215% | +$3.05M | ﹤0.01% | 820 |
|
|
2025
Q1 | $1.44M | Buy |
104,214
+32,027
| +44% | +$444K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $1.04M | Buy |
72,187
+8,931
| +14% | +$128K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $861K | Sell |
63,256
-24,447
| -28% | -$333K | ﹤0.01% | 1634 |
|
|
2024
Q2 | $1.42M | Buy |
87,703
+28,868
| +49% | +$466K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $1.04M | Buy |
58,835
+20,058
| +52% | +$354K | ﹤0.01% | 1314 |
|
|
2023
Q4 | $527K | Buy |
38,777
+38,138
| +5,968% | +$519K | ﹤0.01% | 1681 |
|
|
2023
Q3 | $8.92K | Buy |
+639
| New | +$8.92K | ﹤0.01% | 2627 |
|
|
2021
Q2 | – | Sell |
-58,819
| Closed | -$247K | – | 2253 |
|
|
2021
Q1 | $247K | Buy |
+58,819
| New | +$247K | ﹤0.01% | 1890 |
|
|
2020
Q4 | – | Sell |
-20,819
| Closed | -$13K | – | 2168 |
|
|
2020
Q3 | $13K | Sell |
20,819
-200
| -1% | -$125 | ﹤0.01% | 1929 |
|
|
2020
Q2 | $19K | Buy |
+21,019
| New | +$19K | ﹤0.01% | 1781 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$16K | – | 3150 |
|
|
2017
Q2 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 3290 |
|