Creative Planning’s REX American Resources REX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
11,029
+3,301
| +43% | +$161K | ﹤0.01% | 2406 |
|
|
2025
Q1 | $290K | Buy |
7,728
+2,723
| +54% | +$102K | ﹤0.01% | 2776 |
|
|
2024
Q4 | $209K | Sell |
5,005
-896
| -15% | -$37.4K | ﹤0.01% | 2937 |
|
|
2024
Q3 | $273K | Sell |
5,901
-2,117
| -26% | -$98K | ﹤0.01% | 2596 |
|
|
2024
Q2 | $366K | Buy |
8,018
+913
| +13% | +$41.6K | ﹤0.01% | 2189 |
|
|
2024
Q1 | $417K | Buy |
+7,105
| New | +$417K | ﹤0.01% | 1989 |
|
|
2017
Q3 | – | Sell |
-1,215
| Closed | -$39K | – | 3226 |
|
|
2017
Q2 | $39K | Buy |
1,215
+15
| +1% | +$481 | ﹤0.01% | 2692 |
|
|
2017
Q1 | $36K | Sell |
1,200
-900
| -43% | -$27K | ﹤0.01% | 2683 |
|
|
2016
Q4 | $69K | Hold |
2,100
| – | – | ﹤0.01% | 2118 |
|
|
2016
Q3 | $59K | Buy |
2,100
+900
| +75% | +$25.3K | ﹤0.01% | 2214 |
|
|
2016
Q2 | $24K | Hold |
1,200
| – | – | ﹤0.01% | 2640 |
|
|
2016
Q1 | $22K | Hold |
1,200
| – | – | ﹤0.01% | 2680 |
|
|
2015
Q4 | $22K | Hold |
1,200
| – | – | ﹤0.01% | 2745 |
|
|
2015
Q3 | $20K | Buy |
+1,200
| New | +$20K | ﹤0.01% | 2711 |
|
|
2015
Q2 | – | Sell |
-6,681
| Closed | -$135K | – | 2464 |
|
|
2015
Q1 | $135K | Buy |
6,681
+4,461
| +201% | +$90.1K | ﹤0.01% | 1395 |
|
|
2014
Q4 | $46K | Hold |
2,220
| – | – | ﹤0.01% | 2047 |
|
|
2014
Q3 | $54K | Hold |
2,220
| – | – | ﹤0.01% | 1858 |
|
|
2014
Q2 | $54K | Sell |
2,220
-900
| -29% | -$21.9K | ﹤0.01% | 1811 |
|
|
2014
Q1 | $59K | Buy |
3,120
+1,020
| +49% | +$19.3K | ﹤0.01% | 1694 |
|
|
2013
Q4 | $31K | Hold |
2,100
| – | – | ﹤0.01% | 1932 |
|
|
2013
Q3 | $22K | Hold |
2,100
| – | – | ﹤0.01% | 2038 |
|
|
2013
Q2 | $20K | Buy |
+2,100
| New | +$20K | ﹤0.01% | 1931 |
|