Creative Planning’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $374K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $169K | Buy |
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|
2023
Q4 | $66.8K | Hold |
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|
2023
Q3 | $57.1K | Hold |
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|
2023
Q2 | $95.1K | Sell |
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|
2023
Q1 | $133K | Sell |
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|
2022
Q4 | $143K | Buy |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $127K | Buy |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $703K | Buy |
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|
2021
Q2 | $897K | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $629K | Buy |
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