Creative Planning’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $637K | Buy |
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|
2025
Q1 | $549K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $791K | Sell |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $680K | Sell |
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|
2023
Q3 | $783K | Buy |
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|
2023
Q2 | $950K | Buy |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $838K | Sell |
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|
2022
Q3 | $834K | Sell |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $998K | Buy |
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|
2019
Q3 | $577K | Sell |
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|
2019
Q2 | $448K | Sell |
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|
2019
Q1 | $455K | Buy |
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|
2018
Q4 | $488K | Buy |
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|
2018
Q3 | $469K | Buy |
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|
2018
Q2 | $332K | Sell |
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|
2018
Q1 | $337K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $131K | Buy |
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|
2017
Q1 | $6K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $39K | Sell |
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|
2016
Q2 | $54K | Sell |
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|
2016
Q1 | $91K | Buy |
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|
2015
Q4 | $25K | Sell |
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|
2015
Q3 | $36K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $40K | Buy |
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|
2014
Q4 | $17K | Sell |
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|
2014
Q3 | $14K | Buy |
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|
2014
Q2 | $9K | Buy |
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