Creative Planning’s Real Brokerage REAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $980K | Buy |
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|
2025
Q2 | $616K | Sell |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $180K | Buy |
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|
2024
Q1 | $63.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $47.1K | Hold |
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|
2023
Q2 | $62.1K | Hold |
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|
2023
Q1 | $39.3K | Hold |
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|
2022
Q4 | $34.1K | Sell |
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|
2022
Q3 | $48K | Sell |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $214K | Buy |
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|
2021
Q3 | $94K | Sell |
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|
2021
Q2 | $120K | Buy |
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