Creative Planning’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.69M | Buy |
33,473
+1,995
| +6% | +$429K | ﹤0.01% | 973 |
|
|
2025
Q4 | $6.3M | Buy |
31,478
+3,575
| +13% | +$730K | ﹤0.01% | 849 |
|
|
2025
Q3 | $5.21M | Buy |
27,903
+4,209
| +18% | +$778K | ﹤0.01% | 853 |
|
|
2025
Q2 | $3.97M | Buy |
23,694
+1,269
| +6% | +$186K | ﹤0.01% | 878 |
|
|
2025
Q1 | $2.89M | Buy |
22,425
+5,368
| +31% | +$769K | ﹤0.01% | 952 |
|
|
2024
Q4 | $2.48M | Buy |
17,057
+1,157
| +7% | +$187K | ﹤0.01% | 1004 |
|
|
2024
Q3 | $2.54M | Buy |
15,900
+2,374
| +18% | +$358K | ﹤0.01% | 944 |
|
|
2024
Q2 | $1.92M | Buy |
13,526
+2,868
| +27% | +$378K | ﹤0.01% | 1005 |
|
|
2024
Q1 | $1.31M | Buy |
10,658
+4,070
| +62% | +$442K | ﹤0.01% | 1165 |
|
|
2023
Q4 | $665K | Buy |
6,588
+1,787
| +37% | +$155K | ﹤0.01% | 1502 |
|
|
2023
Q3 | $391K | Buy |
4,801
+449
| +10% | +$36.2K | ﹤0.01% | 1735 |
|
|
2023
Q2 | $370K | Buy |
4,352
+1,265
| +41% | +$94.2K | ﹤0.01% | 1749 |
|
|
2023
Q1 | $218K | Buy |
+3,087
| New | +$219K | ﹤0.01% | 2060 |
|
|
2022
Q4 | – | Sell |
-4,921
| Closed | -$272K | – | 2606 |
|
|
2022
Q3 | $272K | Buy |
4,921
+931
| +23% | +$53.3K | ﹤0.01% | 1716 |
|
|
2022
Q2 | $211K | Buy |
+3,990
| New | +$193K | ﹤0.01% | 1844 |
|
|
2022
Q1 | – | Sell |
-3,902
| Closed | -$233K | – | 2436 |
|
|
2021
Q4 | $233K | Hold |
3,902
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q3 | $209K | Hold |
3,902
| – | – | ﹤0.01% | 1837 |
|
|
2021
Q2 | $238K | Sell |
3,902
-91
| -2% | -$5.53K | ﹤0.01% | 1700 |
|
|
2021
Q1 | $233K | Buy |
3,993
+35
| +0.9% | +$1.99K | ﹤0.01% | 1975 |
|
|
2020
Q4 | $216K | Sell |
3,958
-1,129
| -22% | -$56.7K | ﹤0.01% | 1841 |
|
|
2020
Q3 | $236K | Hold |
5,087
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q2 | $209K | Buy |
+5,087
| New | +$192K | ﹤0.01% | 1500 |
|
|
2017
Q3 | – | Sell |
-160
| Closed | -$4K | – | 3466 |
|
|
2017
Q2 | $4K | Sell |
160
-1
| -0.6% | -$25 | ﹤0.01% | 4115 |
|
|
2017
Q1 | $4K | Buy |
161
+1
| +0.6% | +$25 | ﹤0.01% | 4075 |
|
|
2016
Q4 | $4K | Buy |
160
+60
| +60% | +$1.32K | ﹤0.01% | 4068 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 4251 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4208 |
|
|
2016
Q1 | $2K | Sell |
100
-83
| -45% | -$887 | ﹤0.01% | 3989 |
|
|
2015
Q4 | $2K | Sell |
183
-316
| -63% | -$3.44K | ﹤0.01% | 4069 |
|
|
2015
Q3 | $6K | Buy |
+499
| New | +$7.66K | ﹤0.01% | 3530 |
|
|
2015
Q2 | – | Sell |
-2,966
| Closed | -$63K | – | 2753 |
|
|
2015
Q1 | $63K | Sell |
2,966
-1,136
| -28% | -$24.4K | ﹤0.01% | 1855 |
|
|
2014
Q4 | $89K | Buy |
4,102
+1,036
| +34% | +$23.2K | ﹤0.01% | 1611 |
|
|
2014
Q3 | $73K | Hold |
3,066
| – | – | ﹤0.01% | 1678 |
|
|
2014
Q2 | $84K | Sell |
3,066
-35
| -1% | -$909 | ﹤0.01% | 1548 |
|
|
2014
Q1 | $77K | Buy |
3,101
+2,926
| +1,672% | +$75K | ﹤0.01% | 1547 |
|
|
2013
Q4 | $4K | Hold |
175
| – | – | ﹤0.01% | 2928 |
|
|
2013
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 2816 |
|
|
2013
Q2 | $3K | Buy |
+175
| New | +$3.33K | ﹤0.01% | 2737 |
|
Other funds holding SPXC
VPM
VCM
