Creative Planning’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
5,740
-587
| -9% | -$21.8K | ﹤0.01% | 3165 |
|
|
2025
Q1 | $318K | Buy |
6,327
+454
| +8% | +$22.8K | ﹤0.01% | 2692 |
|
|
2024
Q4 | $228K | Sell |
5,873
-263
| -4% | -$10.2K | ﹤0.01% | 2873 |
|
|
2024
Q3 | $356K | Buy |
+6,136
| New | +$356K | ﹤0.01% | 2387 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$187 | – | 2687 |
|
|
2023
Q1 | $187 | Buy |
+7
| New | +$187 | ﹤0.01% | 2521 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$3K | – | 3464 |
|
|
2017
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 4126 |
|
|
2017
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 4230 |
|
|
2016
Q4 | $2K | Sell |
15
-300
| -95% | -$40K | ﹤0.01% | 4186 |
|
|
2016
Q3 | $31K | Buy |
315
+307
| +3,838% | +$30.2K | ﹤0.01% | 2693 |
|
|
2016
Q2 | $1K | Buy |
8
+2
| +33% | +$250 | ﹤0.01% | 4076 |
|
|
2016
Q1 | $1K | Sell |
6
-19
| -76% | -$3.17K | ﹤0.01% | 4065 |
|
|
2015
Q4 | $2K | Buy |
25
+16
| +178% | +$1.28K | ﹤0.01% | 3974 |
|
|
2015
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 4047 |
|
|
2015
Q2 | – | Sell |
-9
| Closed | -$1K | – | 2733 |
|
|
2015
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 3938 |
|
|
2014
Q4 | – | Sell |
-6
| Closed | – | – | 4177 |
|
|
2014
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3992 |
|
|
2014
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 3815 |
|
|
2014
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3638 |
|
|
2013
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 3474 |
|
|
2013
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3350 |
|
|
2013
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3119 |
|