Creative Planning’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
52,969
+5,703
| +12% | +$278K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $2.23M | Sell |
47,266
-815
| -2% | -$38.5K | ﹤0.01% | 1104 |
|
|
2024
Q4 | $2.24M | Buy |
48,081
+1,302
| +3% | +$60.6K | ﹤0.01% | 1059 |
|
|
2024
Q3 | $2.22M | Buy |
46,779
+1,829
| +4% | +$87K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $1.7M | Sell |
44,950
-3,073
| -6% | -$116K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $1.93M | Buy |
48,023
+2,633
| +6% | +$106K | ﹤0.01% | 971 |
|
|
2023
Q4 | $1.77M | Sell |
45,390
-6,828
| -13% | -$267K | ﹤0.01% | 955 |
|
|
2023
Q3 | $1.8M | Buy |
52,218
+17,245
| +49% | +$593K | ﹤0.01% | 890 |
|
|
2023
Q2 | $1.41M | Buy |
34,973
+16,327
| +88% | +$660K | ﹤0.01% | 966 |
|
|
2023
Q1 | $726K | Sell |
18,646
-3,879
| -17% | -$151K | ﹤0.01% | 1242 |
|
|
2022
Q4 | $898K | Buy |
22,525
+1,441
| +7% | +$57.4K | ﹤0.01% | 1085 |
|
|
2022
Q3 | $849K | Buy |
21,084
+5,502
| +35% | +$222K | ﹤0.01% | 1026 |
|
|
2022
Q2 | $807K | Buy |
15,582
+775
| +5% | +$40.1K | ﹤0.01% | 1057 |
|
|
2022
Q1 | $835K | Buy |
14,807
+2,792
| +23% | +$157K | ﹤0.01% | 1074 |
|
|
2021
Q4 | $559K | Sell |
12,015
-1,742
| -13% | -$81K | ﹤0.01% | 1246 |
|
|
2021
Q3 | $662K | Buy |
13,757
+1,978
| +17% | +$95.2K | ﹤0.01% | 1146 |
|
|
2021
Q2 | $583K | Sell |
11,779
-5,010
| -30% | -$248K | ﹤0.01% | 1188 |
|
|
2021
Q1 | $768K | Buy |
16,789
+7,709
| +85% | +$353K | ﹤0.01% | 1167 |
|
|
2020
Q4 | $370K | Buy |
9,080
+57
| +0.6% | +$2.32K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $379K | Sell |
9,023
-121
| -1% | -$5.08K | ﹤0.01% | 1259 |
|
|
2020
Q2 | $392K | Sell |
9,144
-829
| -8% | -$35.5K | ﹤0.01% | 1151 |
|
|
2020
Q1 | $442K | Sell |
9,973
-2,074
| -17% | -$91.9K | ﹤0.01% | 998 |
|
|
2019
Q4 | $642K | Sell |
12,047
-203
| -2% | -$10.8K | ﹤0.01% | 976 |
|
|
2019
Q3 | $634K | Buy |
12,250
+2,559
| +26% | +$132K | ﹤0.01% | 945 |
|
|
2019
Q2 | $480K | Sell |
9,691
-727
| -7% | -$36K | ﹤0.01% | 1096 |
|
|
2019
Q1 | $468K | Buy |
10,418
+77
| +0.7% | +$3.46K | ﹤0.01% | 1062 |
|
|
2018
Q4 | $369K | Buy |
10,341
+270
| +3% | +$9.63K | ﹤0.01% | 1104 |
|
|
2018
Q3 | $407K | Buy |
10,071
+1,290
| +15% | +$52.1K | ﹤0.01% | 1203 |
|
|
2018
Q2 | $379K | Buy |
8,781
+623
| +8% | +$26.9K | ﹤0.01% | 1223 |
|
|
2018
Q1 | $337K | Sell |
8,158
-1,941
| -19% | -$80.2K | ﹤0.01% | 1273 |
|
|
2017
Q4 | $491K | Sell |
10,099
-1,918
| -16% | -$93.3K | ﹤0.01% | 1070 |
|
|
2017
Q3 | $594K | Buy |
12,017
+569
| +5% | +$28.1K | ﹤0.01% | 962 |
|
|
2017
Q2 | $546K | Sell |
11,448
-883
| -7% | -$42.1K | ﹤0.01% | 963 |
|
|
2017
Q1 | $569K | Buy |
12,331
+1,120
| +10% | +$51.7K | ﹤0.01% | 919 |
|
|
2016
Q4 | $506K | Buy |
11,211
+1,858
| +20% | +$83.9K | ﹤0.01% | 913 |
|
|
2016
Q3 | $445K | Buy |
9,353
+506
| +6% | +$24.1K | ﹤0.01% | 951 |
|
|
2016
Q2 | $400K | Sell |
8,847
-2,543
| -22% | -$115K | ﹤0.01% | 889 |
|
|
2016
Q1 | $448K | Sell |
11,390
-1,827
| -14% | -$71.9K | ﹤0.01% | 794 |
|
|
2015
Q4 | $431K | Sell |
13,217
-859
| -6% | -$28K | ﹤0.01% | 832 |
|
|
2015
Q3 | $445K | Buy |
14,076
+4,061
| +41% | +$128K | ﹤0.01% | 784 |
|
|
2015
Q2 | $407K | Sell |
10,015
-660
| -6% | -$26.8K | ﹤0.01% | 717 |
|
|
2015
Q1 | $456K | Buy |
10,675
+2,817
| +36% | +$120K | ﹤0.01% | 776 |
|
|
2014
Q4 | $386K | Buy |
7,858
+254
| +3% | +$12.5K | ﹤0.01% | 800 |
|
|
2014
Q3 | $392K | Buy |
7,604
+1,128
| +17% | +$58.2K | ﹤0.01% | 749 |
|
|
2014
Q2 | $309K | Sell |
6,476
-4,705
| -42% | -$224K | ﹤0.01% | 826 |
|
|
2014
Q1 | $509K | Sell |
11,181
-2,849
| -20% | -$130K | 0.01% | 610 |
|
|
2013
Q4 | $641K | Buy |
14,030
+8,582
| +158% | +$392K | 0.01% | 448 |
|
|
2013
Q3 | $239K | Buy |
5,448
+1,119
| +26% | +$49.1K | ﹤0.01% | 694 |
|
|
2013
Q2 | $187K | Buy |
+4,329
| New | +$187K | ﹤0.01% | 701 |
|