Creative Planning’s Telephone and Data Systems TDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
17,105
+2,044
| +14% | +$72.7K | ﹤0.01% | 2276 |
|
|
2025
Q1 | $583K | Buy |
15,061
+198
| +1% | +$7.67K | ﹤0.01% | 2141 |
|
|
2024
Q4 | $507K | Buy |
14,863
+1,562
| +12% | +$53.3K | ﹤0.01% | 2203 |
|
|
2024
Q3 | $309K | Buy |
13,301
+997
| +8% | +$23.2K | ﹤0.01% | 2496 |
|
|
2024
Q2 | $255K | Buy |
+12,304
| New | +$255K | ﹤0.01% | 2484 |
|
|
2024
Q1 | – | Sell |
-12,111
| Closed | -$222K | – | 2928 |
|
|
2023
Q4 | $222K | Buy |
12,111
+1,043
| +9% | +$19.1K | ﹤0.01% | 2326 |
|
|
2023
Q3 | $203K | Buy |
11,068
+908
| +9% | +$16.6K | ﹤0.01% | 2225 |
|
|
2023
Q2 | $83.6K | Buy |
+10,160
| New | +$83.6K | ﹤0.01% | 2362 |
|
|
2017
Q3 | – | Sell |
-419
| Closed | -$12K | – | 3422 |
|
|
2017
Q2 | $12K | Buy |
419
+22
| +6% | +$630 | ﹤0.01% | 3488 |
|
|
2017
Q1 | $11K | Sell |
397
-72
| -15% | -$2K | ﹤0.01% | 3498 |
|
|
2016
Q4 | $14K | Buy |
469
+70
| +18% | +$2.09K | ﹤0.01% | 3282 |
|
|
2016
Q3 | $11K | Buy |
399
+99
| +33% | +$2.73K | ﹤0.01% | 3407 |
|
|
2016
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 3276 |
|
|
2015
Q2 | – | Sell |
-2
| Closed | – | – | 2690 |
|
|
2015
Q1 | $0 | Sell |
2
-282
| -99% | – | ﹤0.01% | 4225 |
|
|
2014
Q4 | $7K | Sell |
284
-135
| -32% | -$3.33K | ﹤0.01% | 3271 |
|
|
2014
Q3 | $10K | Buy |
419
+291
| +227% | +$6.95K | ﹤0.01% | 2908 |
|
|
2014
Q2 | $3K | Buy |
128
+126
| +6,300% | +$2.95K | ﹤0.01% | 3324 |
|
|
2014
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3634 |
|
|
2013
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 3465 |
|
|
2013
Q3 | $0 | Sell |
2
-31
| -94% | – | ﹤0.01% | 3348 |
|
|
2013
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 2977 |
|