Creative Planning’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
121,597
+9,504
| +8% | +$22.6K | ﹤0.01% | 2914 |
|
|
2025
Q1 | $374K | Buy |
112,093
+2,401
| +2% | +$8.02K | ﹤0.01% | 2556 |
|
|
2024
Q4 | $408K | Buy |
109,692
+9,673
| +10% | +$36K | ﹤0.01% | 2407 |
|
|
2024
Q3 | $217K | Buy |
100,019
+6,150
| +7% | +$13.3K | ﹤0.01% | 2771 |
|
|
2024
Q2 | $259K | Buy |
93,869
+9,479
| +11% | +$26.2K | ﹤0.01% | 2474 |
|
|
2024
Q1 | $169K | Buy |
84,390
+35,609
| +73% | +$71.2K | ﹤0.01% | 2602 |
|
|
2023
Q4 | $66.8K | Hold |
48,781
| – | – | ﹤0.01% | 2608 |
|
|
2023
Q3 | $57.1K | Hold |
48,781
| – | – | ﹤0.01% | 2453 |
|
|
2023
Q2 | $95.1K | Sell |
48,781
-12,446
| -20% | -$24.3K | ﹤0.01% | 2340 |
|
|
2023
Q1 | $133K | Sell |
61,227
-151,209
| -71% | -$328K | ﹤0.01% | 2200 |
|
|
2022
Q4 | $143K | Buy |
212,436
+167,373
| +371% | +$112K | ﹤0.01% | 2087 |
|
|
2022
Q3 | $33K | Sell |
45,063
-504
| -1% | -$369 | ﹤0.01% | 2122 |
|
|
2022
Q2 | $113K | Buy |
45,567
+193
| +0.4% | +$479 | ﹤0.01% | 1947 |
|
|
2022
Q1 | $127K | Buy |
45,374
+13,325
| +42% | +$37.3K | ﹤0.01% | 1959 |
|
|
2021
Q4 | $290K | Sell |
32,049
-22,331
| -41% | -$202K | ﹤0.01% | 1647 |
|
|
2021
Q3 | $703K | Buy |
54,380
+7,800
| +17% | +$101K | ﹤0.01% | 1123 |
|
|
2021
Q2 | $897K | Buy |
46,580
+1,975
| +4% | +$38K | ﹤0.01% | 981 |
|
|
2021
Q1 | $1.32M | Buy |
44,605
+14,285
| +47% | +$421K | ﹤0.01% | 892 |
|
|
2020
Q4 | $629K | Buy |
+30,320
| New | +$629K | ﹤0.01% | 1165 |
|