Creative Planning’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.8K | Buy |
13,766
+63
| +0.5% | +$402 | ﹤0.01% | 3432 |
|
|
2025
Q1 | $88.1K | Buy |
13,703
+2,163
| +19% | +$13.9K | ﹤0.01% | 3254 |
|
|
2024
Q4 | $80.3K | Buy |
11,540
+125
| +1% | +$870 | ﹤0.01% | 3175 |
|
|
2024
Q3 | $77.6K | Buy |
11,415
+1,415
| +14% | +$9.62K | ﹤0.01% | 3050 |
|
|
2024
Q2 | $30.3K | Sell |
10,000
-298
| -3% | -$903 | ﹤0.01% | 2940 |
|
|
2024
Q1 | $40.8K | Buy |
10,298
+298
| +3% | +$1.18K | ﹤0.01% | 2781 |
|
|
2023
Q4 | $26.3K | Sell |
10,000
-184
| -2% | -$484 | ﹤0.01% | 2665 |
|
|
2023
Q3 | $28.5K | Buy |
10,184
+7
| +0.1% | +$20 | ﹤0.01% | 2529 |
|
|
2023
Q2 | $37.8K | Buy |
10,177
+177
| +2% | +$657 | ﹤0.01% | 2439 |
|
|
2023
Q1 | $28.6K | Sell |
10,000
-508
| -5% | -$1.45K | ﹤0.01% | 2360 |
|
|
2022
Q4 | $33.8K | Buy |
10,508
+508
| +5% | +$1.64K | ﹤0.01% | 2255 |
|
|
2022
Q3 | $36K | Buy |
+10,000
| New | +$36K | ﹤0.01% | 2111 |
|