Creative Planning’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
23,694
+1,269
| +6% | +$213K | ﹤0.01% | 876 |
|
|
2025
Q1 | $2.89M | Buy |
22,425
+5,368
| +31% | +$691K | ﹤0.01% | 951 |
|
|
2024
Q4 | $2.48M | Buy |
17,057
+1,157
| +7% | +$168K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $2.54M | Buy |
15,900
+2,374
| +18% | +$379K | ﹤0.01% | 944 |
|
|
2024
Q2 | $1.92M | Buy |
13,526
+2,868
| +27% | +$408K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $1.31M | Buy |
10,658
+4,070
| +62% | +$501K | ﹤0.01% | 1162 |
|
|
2023
Q4 | $665K | Buy |
6,588
+1,787
| +37% | +$181K | ﹤0.01% | 1498 |
|
|
2023
Q3 | $391K | Buy |
4,801
+449
| +10% | +$36.5K | ﹤0.01% | 1731 |
|
|
2023
Q2 | $370K | Buy |
4,352
+1,265
| +41% | +$107K | ﹤0.01% | 1742 |
|
|
2023
Q1 | $218K | Buy |
+3,087
| New | +$218K | ﹤0.01% | 2053 |
|
|
2022
Q4 | – | Sell |
-4,921
| Closed | -$272K | – | 2472 |
|
|
2022
Q3 | $272K | Buy |
4,921
+931
| +23% | +$51.5K | ﹤0.01% | 1705 |
|
|
2022
Q2 | $211K | Buy |
+3,990
| New | +$211K | ﹤0.01% | 1836 |
|
|
2022
Q1 | – | Sell |
-3,902
| Closed | -$233K | – | 2358 |
|
|
2021
Q4 | $233K | Hold |
3,902
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q3 | $209K | Hold |
3,902
| – | – | ﹤0.01% | 1834 |
|
|
2021
Q2 | $238K | Sell |
3,902
-91
| -2% | -$5.55K | ﹤0.01% | 1691 |
|
|
2021
Q1 | $233K | Buy |
3,993
+35
| +0.9% | +$2.04K | ﹤0.01% | 1939 |
|
|
2020
Q4 | $216K | Sell |
3,958
-1,129
| -22% | -$61.6K | ﹤0.01% | 1810 |
|
|
2020
Q3 | $236K | Hold |
5,087
| – | – | ﹤0.01% | 1559 |
|
|
2020
Q2 | $209K | Buy |
+5,087
| New | +$209K | ﹤0.01% | 1481 |
|
|
2017
Q3 | – | Sell |
-160
| Closed | -$4K | – | 3369 |
|
|
2017
Q2 | $4K | Sell |
160
-1
| -0.6% | -$25 | ﹤0.01% | 4046 |
|
|
2017
Q1 | $4K | Buy |
161
+1
| +0.6% | +$25 | ﹤0.01% | 4008 |
|
|
2016
Q4 | $4K | Buy |
160
+60
| +60% | +$1.5K | ﹤0.01% | 3976 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 4121 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4073 |
|
|
2016
Q1 | $2K | Sell |
100
-83
| -45% | -$1.66K | ﹤0.01% | 3901 |
|
|
2015
Q4 | $2K | Sell |
183
-316
| -63% | -$3.45K | ﹤0.01% | 3970 |
|
|
2015
Q3 | $6K | Buy |
+499
| New | +$6K | ﹤0.01% | 3485 |
|
|
2015
Q2 | – | Sell |
-2,966
| Closed | -$63K | – | 2631 |
|
|
2015
Q1 | $63K | Sell |
2,966
-1,136
| -28% | -$24.1K | ﹤0.01% | 1843 |
|
|
2014
Q4 | $89K | Buy |
4,102
+1,036
| +34% | +$22.5K | ﹤0.01% | 1599 |
|
|
2014
Q3 | $73K | Hold |
3,066
| – | – | ﹤0.01% | 1666 |
|
|
2014
Q2 | $84K | Sell |
3,066
-35
| -1% | -$959 | ﹤0.01% | 1532 |
|
|
2014
Q1 | $77K | Buy |
3,101
+2,926
| +1,672% | +$72.7K | ﹤0.01% | 1541 |
|
|
2013
Q4 | $4K | Hold |
175
| – | – | ﹤0.01% | 2928 |
|
|
2013
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 2816 |
|
|
2013
Q2 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 2737 |
|