Creative Planning’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,150
| Closed | -$165K | – | 3689 |
|
|
2024
Q4 | $165K | Buy |
12,150
+157
| +1% | +$2.13K | ﹤0.01% | 3024 |
|
|
2024
Q3 | $201K | Buy |
11,993
+2
| +0% | +$34 | ﹤0.01% | 2832 |
|
|
2024
Q2 | $182K | Buy |
11,991
+320
| +3% | +$4.85K | ﹤0.01% | 2688 |
|
|
2024
Q1 | $187K | Buy |
11,671
+237
| +2% | +$3.79K | ﹤0.01% | 2574 |
|
|
2023
Q4 | $203K | Sell |
11,434
-8,888
| -44% | -$158K | ﹤0.01% | 2409 |
|
|
2023
Q3 | $332K | Buy |
20,322
+5,297
| +35% | +$86.6K | ﹤0.01% | 1842 |
|
|
2023
Q2 | $292K | Buy |
15,025
+2,174
| +17% | +$42.3K | ﹤0.01% | 1923 |
|
|
2023
Q1 | $255K | Sell |
12,851
-3,113
| -20% | -$61.8K | ﹤0.01% | 1933 |
|
|
2022
Q4 | $308K | Buy |
15,964
+3,545
| +29% | +$68.5K | ﹤0.01% | 1706 |
|
|
2022
Q3 | $247K | Buy |
12,419
+1
| +0% | +$20 | ﹤0.01% | 1760 |
|
|
2022
Q2 | $277K | Buy |
12,418
+1,002
| +9% | +$22.4K | ﹤0.01% | 1660 |
|
|
2022
Q1 | $298K | Buy |
11,416
+1,685
| +17% | +$44K | ﹤0.01% | 1648 |
|
|
2021
Q4 | $229K | Buy |
9,731
+432
| +5% | +$10.2K | ﹤0.01% | 1795 |
|
|
2021
Q3 | $204K | Buy |
9,299
+201
| +2% | +$4.41K | ﹤0.01% | 1850 |
|
|
2021
Q2 | $204K | Sell |
9,098
-3,217
| -26% | -$72.1K | ﹤0.01% | 1786 |
|
|
2021
Q1 | $245K | Buy |
12,315
+258
| +2% | +$5.13K | ﹤0.01% | 1899 |
|
|
2020
Q4 | $239K | Buy |
12,057
+2
| +0% | +$40 | ﹤0.01% | 1740 |
|
|
2020
Q3 | $212K | Buy |
12,055
+1
| +0% | +$18 | ﹤0.01% | 1622 |
|
|
2020
Q2 | $202K | Buy |
+12,054
| New | +$202K | ﹤0.01% | 1507 |
|
|
2020
Q1 | – | Sell |
-25,506
| Closed | -$494K | – | 1905 |
|
|
2019
Q4 | $494K | Hold |
25,506
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q3 | $454K | Buy |
25,506
+2
| +0% | +$36 | ﹤0.01% | 1120 |
|
|
2019
Q2 | $471K | Buy |
25,504
+2,402
| +10% | +$44.4K | ﹤0.01% | 1109 |
|
|
2019
Q1 | $428K | Hold |
23,102
| – | – | ﹤0.01% | 1117 |
|
|
2018
Q4 | $383K | Buy |
23,102
+2
| +0% | +$33 | ﹤0.01% | 1088 |
|
|
2018
Q3 | $425K | Sell |
23,100
-1,638
| -7% | -$30.1K | ﹤0.01% | 1174 |
|
|
2018
Q2 | $439K | Buy |
24,738
+1,640
| +7% | +$29.1K | ﹤0.01% | 1129 |
|
|
2018
Q1 | $406K | Sell |
23,098
-846
| -4% | -$14.9K | ﹤0.01% | 1177 |
|
|
2017
Q4 | $453K | Sell |
23,944
-678
| -3% | -$12.8K | ﹤0.01% | 1129 |
|
|
2017
Q3 | $443K | Buy |
24,622
+1,030
| +4% | +$18.5K | ﹤0.01% | 1103 |
|
|
2017
Q2 | $407K | Buy |
23,592
+666
| +3% | +$11.5K | ﹤0.01% | 1113 |
|
|
2017
Q1 | $372K | Hold |
22,926
| – | – | ﹤0.01% | 1134 |
|
|
2016
Q4 | $365K | Sell |
22,926
-3,672
| -14% | -$58.5K | ﹤0.01% | 1082 |
|
|
2016
Q3 | $439K | Buy |
26,598
+446
| +2% | +$7.36K | ﹤0.01% | 956 |
|
|
2016
Q2 | $421K | Sell |
26,152
-5,998
| -19% | -$96.6K | ﹤0.01% | 855 |
|
|
2016
Q1 | $523K | Sell |
32,150
-2,620
| -8% | -$42.6K | ﹤0.01% | 726 |
|
|
2015
Q4 | $481K | Hold |
34,770
| – | – | ﹤0.01% | 770 |
|
|
2015
Q3 | $548K | Sell |
34,770
-140
| -0.4% | -$2.21K | ﹤0.01% | 700 |
|
|
2015
Q2 | $601K | Buy |
34,910
+4,142
| +13% | +$71.3K | 0.01% | 610 |
|
|
2015
Q1 | $511K | Buy |
30,768
+8,002
| +35% | +$133K | ﹤0.01% | 728 |
|
|
2014
Q4 | $410K | Hold |
22,766
| – | – | ﹤0.01% | 771 |
|
|
2014
Q3 | $389K | Sell |
22,766
-798
| -3% | -$13.6K | ﹤0.01% | 752 |
|
|
2014
Q2 | $439K | Buy |
23,564
+800
| +4% | +$14.9K | 0.01% | 690 |
|
|
2014
Q1 | $409K | Sell |
22,764
-150
| -0.7% | -$2.7K | 0.01% | 707 |
|
|
2013
Q4 | $395K | Sell |
22,914
-810
| -3% | -$14K | 0.01% | 593 |
|
|
2013
Q3 | $393K | Buy |
23,724
+16
| +0.1% | +$265 | 0.01% | 511 |
|
|
2013
Q2 | $346K | Buy |
+23,708
| New | +$346K | 0.01% | 506 |
|