Creative Planning’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $388K | Buy |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $694K | Sell |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $9.13M | Buy |
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|
2021
Q1 | $8.97M | Buy |
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|
2020
Q4 | $10.9M | Buy |
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|
2020
Q3 | $4.08M | Sell |
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|
2020
Q2 | $6.17M | Sell |
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|
2020
Q1 | $5.47M | Sell |
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|
2019
Q4 | $5.37M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $4K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2K | Buy |
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