Creative Planning’s Construction Partners ROAD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.43M | Buy |
22,891
+6,091
| +36% | +$647K | ﹤0.01% | 1179 |
|
2025
Q1 | $1.21M | Buy |
16,800
+6,579
| +64% | +$473K | ﹤0.01% | 1557 |
|
2024
Q4 | $904K | Buy |
10,221
+3,161
| +45% | +$280K | ﹤0.01% | 1717 |
|
2024
Q3 | $493K | Buy |
7,060
+1,311
| +23% | +$91.5K | ﹤0.01% | 2123 |
|
2024
Q2 | $317K | Sell |
5,749
-1,817
| -24% | -$100K | ﹤0.01% | 2289 |
|
2024
Q1 | $425K | Buy |
7,566
+588
| +8% | +$33K | ﹤0.01% | 1967 |
|
2023
Q4 | $304K | Buy |
6,978
+223
| +3% | +$9.71K | ﹤0.01% | 2077 |
|
2023
Q3 | $247K | Buy |
6,755
+94
| +1% | +$3.44K | ﹤0.01% | 2085 |
|
2023
Q2 | $209K | Sell |
6,661
-16,065
| -71% | -$504K | ﹤0.01% | 2173 |
|
2023
Q1 | $612K | Sell |
22,726
-26
| -0.1% | -$700 | ﹤0.01% | 1341 |
|
2022
Q4 | $607K | Sell |
22,752
-48
| -0.2% | -$1.28K | ﹤0.01% | 1315 |
|
2022
Q3 | $598K | Sell |
22,800
-3,451
| -13% | -$90.5K | ﹤0.01% | 1212 |
|
2022
Q2 | $550K | Buy |
+26,251
| New | +$550K | ﹤0.01% | 1259 |
|