Creative Planning’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
26,479
+4,936
| +23% | +$3.79M | 0.02% | 337 |
|
|
2025
Q1 | $11.8M | Buy |
21,543
+7,706
| +56% | +$4.24M | 0.01% | 440 |
|
|
2024
Q4 | $6.19M | Buy |
13,837
+7,486
| +118% | +$3.35M | 0.01% | 589 |
|
|
2024
Q3 | $2.34M | Buy |
6,351
+118
| +2% | +$43.5K | ﹤0.01% | 981 |
|
|
2024
Q2 | $1.96M | Buy |
6,233
+429
| +7% | +$135K | ﹤0.01% | 991 |
|
|
2024
Q1 | $1.53M | Sell |
5,804
-640
| -10% | -$169K | ﹤0.01% | 1088 |
|
|
2023
Q4 | $1.21M | Sell |
6,444
-861
| -12% | -$162K | ﹤0.01% | 1133 |
|
|
2023
Q3 | $1.13M | Buy |
7,305
+1,550
| +27% | +$240K | ﹤0.01% | 1107 |
|
|
2023
Q2 | $924K | Buy |
5,755
+612
| +12% | +$98.3K | ﹤0.01% | 1163 |
|
|
2023
Q1 | $687K | Buy |
5,143
+100
| +2% | +$13.4K | ﹤0.01% | 1283 |
|
|
2022
Q4 | $398K | Sell |
5,043
-333
| -6% | -$26.3K | ﹤0.01% | 1540 |
|
|
2022
Q3 | $464K | Sell |
5,376
-653
| -11% | -$56.4K | ﹤0.01% | 1374 |
|
|
2022
Q2 | $566K | Buy |
6,029
+2,264
| +60% | +$213K | ﹤0.01% | 1249 |
|
|
2022
Q1 | $569K | Sell |
3,765
-11
| -0.3% | -$1.66K | ﹤0.01% | 1256 |
|
|
2021
Q4 | $884K | Sell |
3,776
-433
| -10% | -$101K | ﹤0.01% | 1007 |
|
|
2021
Q3 | $948K | Sell |
4,209
-2,967
| -41% | -$668K | ﹤0.01% | 974 |
|
|
2021
Q2 | $1.98M | Buy |
7,176
+2,704
| +60% | +$745K | ﹤0.01% | 688 |
|
|
2021
Q1 | $1.2M | Buy |
4,472
+1,215
| +37% | +$325K | ﹤0.01% | 931 |
|
|
2020
Q4 | $1.03M | Sell |
3,257
-1,388
| -30% | -$437K | ﹤0.01% | 925 |
|
|
2020
Q3 | $1.13M | Buy |
4,645
+807
| +21% | +$196K | ﹤0.01% | 746 |
|
|
2020
Q2 | $991K | Sell |
3,838
-5,369
| -58% | -$1.39M | ﹤0.01% | 736 |
|
|
2020
Q1 | $1.12M | Sell |
9,207
-116
| -1% | -$14.1K | ﹤0.01% | 597 |
|
|
2019
Q4 | $1.39M | Sell |
9,323
-269
| -3% | -$40.2K | ﹤0.01% | 649 |
|
|
2019
Q3 | $1.09M | Sell |
9,592
-248
| -3% | -$28.3K | ﹤0.01% | 712 |
|
|
2019
Q2 | $1.44M | Sell |
9,840
-1,036
| -10% | -$152K | ﹤0.01% | 603 |
|
|
2019
Q1 | $1.51M | Buy |
10,876
+6,410
| +144% | +$890K | 0.01% | 565 |
|
|
2018
Q4 | $507K | Sell |
4,466
-680
| -13% | -$77.2K | ﹤0.01% | 958 |
|
|
2018
Q3 | $931K | Sell |
5,146
-1,780
| -26% | -$322K | ﹤0.01% | 790 |
|
|
2018
Q2 | $1.17M | Buy |
+6,926
| New | +$1.17M | ﹤0.01% | 663 |
|