Creative Planning’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
3,371
+1,028
| +44% | +$194K | ﹤0.01% | 2248 |
|
|
2025
Q1 | $549K | Sell |
2,343
-264
| -10% | -$61.9K | ﹤0.01% | 2195 |
|
|
2024
Q4 | $1.03M | Buy |
2,607
+243
| +10% | +$95.6K | ﹤0.01% | 1623 |
|
|
2024
Q3 | $791K | Sell |
2,364
-62
| -3% | -$20.7K | ﹤0.01% | 1711 |
|
|
2024
Q2 | $593K | Buy |
2,426
+97
| +4% | +$23.7K | ﹤0.01% | 1806 |
|
|
2024
Q1 | $811K | Sell |
2,329
-5
| -0.2% | -$1.74K | ﹤0.01% | 1491 |
|
|
2023
Q4 | $680K | Sell |
2,334
-629
| -21% | -$183K | ﹤0.01% | 1483 |
|
|
2023
Q3 | $783K | Buy |
2,963
+79
| +3% | +$20.9K | ﹤0.01% | 1282 |
|
|
2023
Q2 | $950K | Buy |
2,884
+108
| +4% | +$35.6K | ﹤0.01% | 1150 |
|
|
2023
Q1 | $676K | Sell |
2,776
-360
| -11% | -$87.7K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $838K | Sell |
3,136
-252
| -7% | -$67.3K | ﹤0.01% | 1120 |
|
|
2022
Q3 | $834K | Sell |
3,388
-26
| -0.8% | -$6.4K | ﹤0.01% | 1035 |
|
|
2022
Q2 | $725K | Sell |
3,414
-752
| -18% | -$160K | ﹤0.01% | 1113 |
|
|
2022
Q1 | $1.36M | Sell |
4,166
-44
| -1% | -$14.3K | ﹤0.01% | 854 |
|
|
2021
Q4 | $2.26M | Buy |
4,210
+1,475
| +54% | +$790K | ﹤0.01% | 651 |
|
|
2021
Q3 | $1.82M | Buy |
2,735
+424
| +18% | +$283K | ﹤0.01% | 714 |
|
|
2021
Q2 | $1.57M | Sell |
2,311
-645
| -22% | -$438K | ﹤0.01% | 762 |
|
|
2021
Q1 | $1.76M | Sell |
2,956
-1,158
| -28% | -$691K | ﹤0.01% | 770 |
|
|
2020
Q4 | $1.84M | Sell |
4,114
-514
| -11% | -$230K | ﹤0.01% | 697 |
|
|
2020
Q3 | $1.77M | Buy |
4,628
+408
| +10% | +$156K | ﹤0.01% | 600 |
|
|
2020
Q2 | $1.05M | Sell |
4,220
-100
| -2% | -$24.9K | ﹤0.01% | 721 |
|
|
2020
Q1 | $434K | Sell |
4,320
-354
| -8% | -$35.6K | ﹤0.01% | 1009 |
|
|
2019
Q4 | $998K | Buy |
4,674
+1,298
| +38% | +$277K | ﹤0.01% | 786 |
|
|
2019
Q3 | $577K | Sell |
3,376
-497
| -13% | -$84.9K | ﹤0.01% | 983 |
|
|
2019
Q2 | $448K | Sell |
3,873
-550
| -12% | -$63.6K | ﹤0.01% | 1138 |
|
|
2019
Q1 | $455K | Buy |
4,423
+350
| +9% | +$36K | ﹤0.01% | 1083 |
|
|
2018
Q4 | $488K | Buy |
4,073
+496
| +14% | +$59.4K | ﹤0.01% | 972 |
|
|
2018
Q3 | $469K | Buy |
3,577
+1,204
| +51% | +$158K | ﹤0.01% | 1102 |
|
|
2018
Q2 | $332K | Sell |
2,373
-1,160
| -33% | -$162K | ﹤0.01% | 1303 |
|
|
2018
Q1 | $337K | Buy |
+3,533
| New | +$337K | ﹤0.01% | 1272 |
|
|
2017
Q3 | – | Sell |
-2,033
| Closed | -$131K | – | 3233 |
|
|
2017
Q2 | $131K | Buy |
2,033
+1,900
| +1,429% | +$122K | ﹤0.01% | 1776 |
|
|
2017
Q1 | $6K | Buy |
+133
| New | +$6K | ﹤0.01% | 3831 |
|
|
2016
Q4 | – | Sell |
-1,133
| Closed | -$39K | – | 4566 |
|
|
2016
Q3 | $39K | Sell |
1,133
-767
| -40% | -$26.4K | ﹤0.01% | 2539 |
|
|
2016
Q2 | $54K | Sell |
1,900
-270
| -12% | -$7.67K | ﹤0.01% | 2082 |
|
|
2016
Q1 | $91K | Buy |
2,170
+1,850
| +578% | +$77.6K | ﹤0.01% | 1686 |
|
|
2015
Q4 | $25K | Sell |
320
-62
| -16% | -$4.84K | ﹤0.01% | 2647 |
|
|
2015
Q3 | $36K | Buy |
+382
| New | +$36K | ﹤0.01% | 2287 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$40K | – | 2476 |
|
|
2015
Q1 | $40K | Buy |
400
+225
| +129% | +$22.5K | ﹤0.01% | 2168 |
|
|
2014
Q4 | $17K | Sell |
175
-3
| -2% | -$291 | ﹤0.01% | 2738 |
|
|
2014
Q3 | $14K | Buy |
178
+78
| +78% | +$6.14K | ﹤0.01% | 2716 |
|
|
2014
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 2870 |
|