Creative Planning’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
72,959
+2,254
| +3% | +$49.7K | ﹤0.01% | 1483 |
|
|
2025
Q1 | $1.25M | Buy |
70,705
+29,184
| +70% | +$517K | ﹤0.01% | 1527 |
|
|
2024
Q4 | $957K | Buy |
41,521
+9,537
| +30% | +$220K | ﹤0.01% | 1672 |
|
|
2024
Q3 | $644K | Buy |
31,984
+2,082
| +7% | +$41.9K | ﹤0.01% | 1888 |
|
|
2024
Q2 | $585K | Sell |
29,902
-416
| -1% | -$8.14K | ﹤0.01% | 1818 |
|
|
2024
Q1 | $680K | Buy |
30,318
+5,740
| +23% | +$129K | ﹤0.01% | 1624 |
|
|
2023
Q4 | $463K | Buy |
24,578
+4,886
| +25% | +$92K | ﹤0.01% | 1760 |
|
|
2023
Q3 | $311K | Sell |
19,692
-2,003
| -9% | -$31.6K | ﹤0.01% | 1909 |
|
|
2023
Q2 | $383K | Sell |
21,695
-517
| -2% | -$9.13K | ﹤0.01% | 1719 |
|
|
2023
Q1 | $406K | Buy |
22,212
+678
| +3% | +$12.4K | ﹤0.01% | 1604 |
|
|
2022
Q4 | $354K | Buy |
21,534
+3,889
| +22% | +$64K | ﹤0.01% | 1609 |
|
|
2022
Q3 | $336K | Buy |
17,645
+2,219
| +14% | +$42.3K | ﹤0.01% | 1569 |
|
|
2022
Q2 | $300K | Buy |
15,426
+143
| +0.9% | +$2.78K | ﹤0.01% | 1604 |
|
|
2022
Q1 | $364K | Buy |
15,283
+130
| +0.9% | +$3.1K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $394K | Buy |
15,153
+135
| +0.9% | +$3.51K | ﹤0.01% | 1445 |
|
|
2021
Q3 | $372K | Buy |
15,018
+3,034
| +25% | +$75.2K | ﹤0.01% | 1466 |
|
|
2021
Q2 | $360K | Buy |
11,984
+161
| +1% | +$4.84K | ﹤0.01% | 1452 |
|
|
2021
Q1 | $334K | Buy |
+11,823
| New | +$334K | ﹤0.01% | 1698 |
|
|
2020
Q2 | – | Sell |
-11,070
| Closed | -$54K | – | 1891 |
|
|
2020
Q1 | $54K | Sell |
11,070
-938
| -8% | -$4.58K | ﹤0.01% | 1596 |
|
|
2019
Q4 | $143K | Sell |
12,008
-644
| -5% | -$7.67K | ﹤0.01% | 1695 |
|
|
2019
Q3 | $182K | Sell |
12,652
-3,140
| -20% | -$45.2K | ﹤0.01% | 1622 |
|
|
2019
Q2 | $346K | Buy |
15,792
+810
| +5% | +$17.7K | ﹤0.01% | 1275 |
|
|
2019
Q1 | $289K | Sell |
14,982
-2,042
| -12% | -$39.4K | ﹤0.01% | 1334 |
|
|
2018
Q4 | $350K | Buy |
+17,024
| New | +$350K | ﹤0.01% | 1138 |
|