Creative Planning’s Permian Resources PR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.35M Buy
2025
Q2
$4.47M Buy
2025
Q1
$1.44M Buy
2024
Q4
$1.04M Buy
2024
Q3
$861K Sell
2024
Q2
$1.42M Buy
2024
Q1
$1.04M Buy
2023
Q4
$527K Buy
2023
Q3
$8.92K Buy
2021
Q2
Sell
2021
Q1
$247K Buy
2020
Q4
Sell
2020
Q3
$13K Sell
2020
Q2
$19K Buy
2017
Q3
Sell
2017
Q2
$16K Buy