Creative Planning’s Q2 Holdings QTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
31,859
+2,201
| +7% | +$206K | ﹤0.01% | 1037 |
|
|
2025
Q1 | $2.37M | Buy |
29,658
+1,094
| +4% | +$87.5K | ﹤0.01% | 1073 |
|
|
2024
Q4 | $2.87M | Buy |
28,564
+8,730
| +44% | +$879K | ﹤0.01% | 924 |
|
|
2024
Q3 | $1.58M | Buy |
19,834
+7,631
| +63% | +$609K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $736K | Buy |
12,203
+4,117
| +51% | +$248K | ﹤0.01% | 1629 |
|
|
2024
Q1 | $425K | Buy |
8,086
+2,905
| +56% | +$153K | ﹤0.01% | 1965 |
|
|
2023
Q4 | $225K | Buy |
+5,181
| New | +$225K | ﹤0.01% | 2319 |
|
|
2017
Q3 | – | Sell |
-135
| Closed | -$5K | – | 3199 |
|
|
2017
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 3942 |
|
|
2017
Q1 | $5K | Hold |
135
| – | – | ﹤0.01% | 3907 |
|
|
2016
Q4 | $4K | Hold |
135
| – | – | ﹤0.01% | 3966 |
|
|
2016
Q3 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 3894 |
|