Creative Planning’s Telefonica TEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Sell
146,570
-1,906
-1% -$9.97K ﹤0.01% 2073
2025
Q1
$692K Sell
148,476
-21,626
-13% -$101K ﹤0.01% 2008
2024
Q4
$684K Sell
170,102
-2,787
-2% -$11.2K ﹤0.01% 1934
2024
Q3
$840K Sell
172,889
-254
-0.1% -$1.23K ﹤0.01% 1660
2024
Q2
$729K Sell
173,143
-7,120
-4% -$30K ﹤0.01% 1639
2024
Q1
$795K Buy
180,263
+8,954
+5% +$39.5K ﹤0.01% 1505
2023
Q4
$668K Sell
171,309
-35,199
-17% -$137K ﹤0.01% 1493
2023
Q3
$840K Buy
206,508
+14,426
+8% +$58.7K ﹤0.01% 1253
2023
Q2
$774K Buy
192,082
+75,446
+65% +$304K ﹤0.01% 1261
2023
Q1
$499K Buy
116,636
+27,073
+30% +$116K ﹤0.01% 1464
2022
Q4
$320K Buy
89,563
+22,967
+34% +$82K ﹤0.01% 1673
2022
Q3
$216K Buy
66,596
+15,667
+31% +$50.8K ﹤0.01% 1850
2022
Q2
$261K Buy
50,929
+9,125
+22% +$46.8K ﹤0.01% 1700
2022
Q1
$194K Buy
41,804
+701
+2% +$3.25K ﹤0.01% 1896
2021
Q4
$169K Buy
41,103
+4,893
+14% +$20.1K ﹤0.01% 1898
2021
Q3
$159K Buy
+36,210
New +$159K ﹤0.01% 1888
2021
Q2
Sell
-38,145
Closed -$154K 2308
2021
Q1
$154K Buy
38,145
+999
+3% +$4.03K ﹤0.01% 2114
2020
Q4
$133K Sell
37,146
-3,956
-10% -$14.2K ﹤0.01% 1934
2020
Q3
$119K Buy
41,102
+26,660
+185% +$77.2K ﹤0.01% 1764
2020
Q2
$59K Buy
+14,442
New +$59K ﹤0.01% 1710
2019
Q4
Sell
-24,470
Closed -$150K 1952
2019
Q3
$150K Buy
24,470
+10,453
+75% +$64.1K ﹤0.01% 1658
2019
Q2
$94K Sell
14,017
-2,348
-14% -$15.7K ﹤0.01% 1736
2019
Q1
$111K Sell
16,365
-666
-4% -$4.52K ﹤0.01% 1672
2018
Q4
$116K Buy
17,031
+2,685
+19% +$18.3K ﹤0.01% 1603
2018
Q3
$91K Sell
14,346
-166
-1% -$1.05K ﹤0.01% 1787
2018
Q2
$100K Sell
14,512
-11,881
-45% -$81.9K ﹤0.01% 1752
2018
Q1
$210K Buy
26,393
+8,226
+45% +$65.5K ﹤0.01% 1564
2017
Q4
$142K Sell
18,167
-4,715
-21% -$36.9K ﹤0.01% 1672
2017
Q3
$199K Buy
22,882
+785
+4% +$6.83K ﹤0.01% 1596
2017
Q2
$186K Sell
22,097
-4,239
-16% -$35.7K ﹤0.01% 1553
2017
Q1
$238K Sell
26,336
-3,776
-13% -$34.1K ﹤0.01% 1380
2016
Q4
$224K Buy
30,112
+2,370
+9% +$17.6K ﹤0.01% 1347
2016
Q3
$217K Sell
27,742
-48,195
-63% -$377K ﹤0.01% 1356
2016
Q2
$559K Buy
75,937
+49,204
+184% +$362K ﹤0.01% 723
2016
Q1
$231K Sell
26,733
-1,194
-4% -$10.3K ﹤0.01% 1133
2015
Q4
$240K Sell
27,927
-799
-3% -$6.87K ﹤0.01% 1095
2015
Q3
$261K Sell
28,726
-767
-3% -$6.97K ﹤0.01% 1031
2015
Q2
$316K Buy
29,493
+2,007
+7% +$21.5K ﹤0.01% 782
2015
Q1
$298K Sell
27,486
-742
-3% -$8.05K ﹤0.01% 991
2014
Q4
$303K Buy
28,228
+4,522
+19% +$48.5K ﹤0.01% 931
2014
Q3
$267K Buy
23,706
+7,678
+48% +$86.5K ﹤0.01% 924
2014
Q2
$202K Sell
16,028
-328
-2% -$4.13K ﹤0.01% 1032
2014
Q1
$190K Sell
16,356
-1,501
-8% -$17.4K ﹤0.01% 1022
2013
Q4
$214K Buy
17,857
+4,657
+35% +$55.8K ﹤0.01% 836
2013
Q3
$150K Sell
13,200
-3,291
-20% -$37.4K ﹤0.01% 891
2013
Q2
$155K Buy
+16,491
New +$155K ﹤0.01% 765