Creative Planning’s Real Brokerage REAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Sell |
136,625
-20,867
| -13% | -$94.1K | ﹤0.01% | 2268 |
|
|
2025
Q1 | $639K | Buy |
157,492
+42,265
| +37% | +$172K | ﹤0.01% | 2069 |
|
|
2024
Q4 | $530K | Buy |
115,227
+21,760
| +23% | +$100K | ﹤0.01% | 2158 |
|
|
2024
Q3 | $519K | Buy |
93,467
+49,176
| +111% | +$273K | ﹤0.01% | 2074 |
|
|
2024
Q2 | $180K | Buy |
44,291
+23,923
| +117% | +$97.1K | ﹤0.01% | 2692 |
|
|
2024
Q1 | $63.5K | Buy |
+20,368
| New | +$63.5K | ﹤0.01% | 2745 |
|
|
2023
Q4 | – | Sell |
-32,500
| Closed | -$47.1K | – | 2950 |
|
|
2023
Q3 | $47.1K | Hold |
32,500
| – | – | ﹤0.01% | 2472 |
|
|
2023
Q2 | $62.1K | Hold |
32,500
| – | – | ﹤0.01% | 2399 |
|
|
2023
Q1 | $39.3K | Hold |
32,500
| – | – | ﹤0.01% | 2348 |
|
|
2022
Q4 | $34.1K | Sell |
32,500
-873
| -3% | -$917 | ﹤0.01% | 2254 |
|
|
2022
Q3 | $48K | Sell |
33,373
-1,642
| -5% | -$2.36K | ﹤0.01% | 2096 |
|
|
2022
Q2 | $53K | Sell |
35,015
-27,504
| -44% | -$41.6K | ﹤0.01% | 2026 |
|
|
2022
Q1 | $142K | Buy |
62,519
+4,510
| +8% | +$10.2K | ﹤0.01% | 1938 |
|
|
2021
Q4 | $214K | Buy |
58,009
+7,441
| +15% | +$27.5K | ﹤0.01% | 1832 |
|
|
2021
Q3 | $94K | Sell |
50,568
-2,532
| -5% | -$4.71K | ﹤0.01% | 1941 |
|
|
2021
Q2 | $120K | Buy |
+53,100
| New | +$120K | ﹤0.01% | 1842 |
|