Creative Planning’s Hanover Insurance THG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
18,575
+2,562
| +16% | +$435K | ﹤0.01% | 996 |
|
|
2025
Q1 | $2.79M | Buy |
16,013
+2,427
| +18% | +$422K | ﹤0.01% | 978 |
|
|
2024
Q4 | $2.1M | Buy |
13,586
+868
| +7% | +$134K | ﹤0.01% | 1104 |
|
|
2024
Q3 | $1.88M | Buy |
12,718
+2,193
| +21% | +$325K | ﹤0.01% | 1091 |
|
|
2024
Q2 | $1.32M | Buy |
10,525
+317
| +3% | +$39.8K | ﹤0.01% | 1221 |
|
|
2024
Q1 | $1.39M | Buy |
10,208
+189
| +2% | +$25.7K | ﹤0.01% | 1131 |
|
|
2023
Q4 | $1.22M | Buy |
10,019
+2,912
| +41% | +$354K | ﹤0.01% | 1131 |
|
|
2023
Q3 | $789K | Buy |
7,107
+483
| +7% | +$53.6K | ﹤0.01% | 1281 |
|
|
2023
Q2 | $749K | Buy |
6,624
+1,853
| +39% | +$209K | ﹤0.01% | 1285 |
|
|
2023
Q1 | $613K | Buy |
4,771
+870
| +22% | +$112K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $527K | Buy |
3,901
+392
| +11% | +$53K | ﹤0.01% | 1388 |
|
|
2022
Q3 | $450K | Buy |
3,509
+386
| +12% | +$49.5K | ﹤0.01% | 1392 |
|
|
2022
Q2 | $457K | Sell |
3,123
-32
| -1% | -$4.68K | ﹤0.01% | 1363 |
|
|
2022
Q1 | $472K | Sell |
3,155
-288
| -8% | -$43.1K | ﹤0.01% | 1350 |
|
|
2021
Q4 | $451K | Buy |
3,443
+340
| +11% | +$44.5K | ﹤0.01% | 1378 |
|
|
2021
Q3 | $402K | Hold |
3,103
| – | – | ﹤0.01% | 1417 |
|
|
2021
Q2 | $421K | Sell |
3,103
-193
| -6% | -$26.2K | ﹤0.01% | 1371 |
|
|
2021
Q1 | $427K | Buy |
3,296
+62
| +2% | +$8.03K | ﹤0.01% | 1521 |
|
|
2020
Q4 | $378K | Sell |
3,234
-85
| -3% | -$9.94K | ﹤0.01% | 1448 |
|
|
2020
Q3 | $309K | Buy |
3,319
+253
| +8% | +$23.6K | ﹤0.01% | 1386 |
|
|
2020
Q2 | $311K | Buy |
3,066
+132
| +4% | +$13.4K | ﹤0.01% | 1262 |
|
|
2020
Q1 | $266K | Sell |
2,934
-147
| -5% | -$13.3K | ﹤0.01% | 1218 |
|
|
2019
Q4 | $421K | Sell |
3,081
-830
| -21% | -$113K | ﹤0.01% | 1198 |
|
|
2019
Q3 | $530K | Buy |
3,911
+114
| +3% | +$15.4K | ﹤0.01% | 1025 |
|
|
2019
Q2 | $487K | Buy |
3,797
+88
| +2% | +$11.3K | ﹤0.01% | 1088 |
|
|
2019
Q1 | $423K | Buy |
3,709
+8
| +0.2% | +$912 | ﹤0.01% | 1123 |
|
|
2018
Q4 | $432K | Buy |
3,701
+71
| +2% | +$8.29K | ﹤0.01% | 1030 |
|
|
2018
Q3 | $448K | Hold |
3,630
| – | – | ﹤0.01% | 1131 |
|
|
2018
Q2 | $434K | Sell |
3,630
-70
| -2% | -$8.37K | ﹤0.01% | 1140 |
|
|
2018
Q1 | $436K | Buy |
3,700
+71
| +2% | +$8.37K | ﹤0.01% | 1137 |
|
|
2017
Q4 | $392K | Buy |
3,629
+1
| +0% | +$108 | ﹤0.01% | 1200 |
|
|
2017
Q3 | $352K | Sell |
3,628
-200
| -5% | -$19.4K | ﹤0.01% | 1229 |
|
|
2017
Q2 | $339K | Buy |
3,828
+69
| +2% | +$6.11K | ﹤0.01% | 1203 |
|
|
2017
Q1 | $339K | Sell |
3,759
-100
| -3% | -$9.02K | ﹤0.01% | 1187 |
|
|
2016
Q4 | $351K | Sell |
3,859
-357
| -8% | -$32.5K | ﹤0.01% | 1104 |
|
|
2016
Q3 | $318K | Buy |
4,216
+591
| +16% | +$44.6K | ﹤0.01% | 1142 |
|
|
2016
Q2 | $307K | Sell |
3,625
-200
| -5% | -$16.9K | ﹤0.01% | 1026 |
|
|
2016
Q1 | $345K | Buy |
3,825
+49
| +1% | +$4.42K | ﹤0.01% | 920 |
|
|
2015
Q4 | $307K | Buy |
3,776
+186
| +5% | +$15.1K | ﹤0.01% | 974 |
|
|
2015
Q3 | $279K | Buy |
+3,590
| New | +$279K | ﹤0.01% | 1004 |
|
|
2015
Q2 | – | Sell |
-3,494
| Closed | -$254K | – | 2703 |
|
|
2015
Q1 | $254K | Sell |
3,494
-196
| -5% | -$14.2K | ﹤0.01% | 1069 |
|
|
2014
Q4 | $263K | Buy |
3,690
+1,705
| +86% | +$122K | ﹤0.01% | 991 |
|
|
2014
Q3 | $122K | Buy |
1,985
+200
| +11% | +$12.3K | ﹤0.01% | 1337 |
|
|
2014
Q2 | $113K | Hold |
1,785
| – | – | ﹤0.01% | 1355 |
|
|
2014
Q1 | $110K | Buy |
1,785
+260
| +17% | +$16K | ﹤0.01% | 1348 |
|
|
2013
Q4 | $91K | Hold |
1,525
| – | – | ﹤0.01% | 1244 |
|
|
2013
Q3 | $84K | Hold |
1,525
| – | – | ﹤0.01% | 1216 |
|
|
2013
Q2 | $75K | Buy |
+1,525
| New | +$75K | ﹤0.01% | 1150 |
|