Creative Planning’s Safety Shot SHOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5K | Buy |
68,050
+3,040
| +5% | +$1K | ﹤0.01% | 3559 |
|
|
2025
Q1 | $23.7K | Buy |
+65,010
| New | +$23.7K | ﹤0.01% | 3371 |
|
|
2024
Q2 | – | Sell |
-23,975
| Closed | -$57.3K | – | 3071 |
|
|
2024
Q1 | $57.3K | Buy |
23,975
+2,938
| +14% | +$7.02K | ﹤0.01% | 2754 |
|
|
2023
Q4 | $73.8K | Buy |
+21,037
| New | +$73.8K | ﹤0.01% | 2596 |
|
|
2022
Q4 | – | Sell |
-10,010
| Closed | -$8K | – | 2464 |
|
|
2022
Q3 | $8K | Buy |
10,010
+10
| +0.1% | +$8 | ﹤0.01% | 2193 |
|
|
2022
Q2 | $7K | Hold |
10,000
| – | – | ﹤0.01% | 2163 |
|
|
2022
Q1 | $11K | Buy |
+10,000
| New | +$11K | ﹤0.01% | 2157 |
|