Creative Planning’s Tyler Technologies TYL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
23,438
+197
| +0.8% | +$117K | 0.01% | 423 |
|
|
2025
Q1 | $13.5M | Sell |
23,241
-1,067
| -4% | -$620K | 0.01% | 404 |
|
|
2024
Q4 | $14M | Buy |
24,308
+257
| +1% | +$148K | 0.01% | 364 |
|
|
2024
Q3 | $14M | Buy |
24,051
+686
| +3% | +$400K | 0.01% | 349 |
|
|
2024
Q2 | $11.7M | Sell |
23,365
-8,275
| -26% | -$4.16M | 0.01% | 369 |
|
|
2024
Q1 | $13.4M | Buy |
31,640
+937
| +3% | +$398K | 0.01% | 338 |
|
|
2023
Q4 | $12.8M | Sell |
30,703
-9,214
| -23% | -$3.85M | 0.02% | 332 |
|
|
2023
Q3 | $15.4M | Sell |
39,917
-2,453
| -6% | -$947K | 0.02% | 278 |
|
|
2023
Q2 | $17.6M | Sell |
42,370
-2,334
| -5% | -$972K | 0.02% | 245 |
|
|
2023
Q1 | $15.9M | Buy |
44,704
+88
| +0.2% | +$31.2K | 0.02% | 250 |
|
|
2022
Q4 | $14.4M | Sell |
44,616
-119
| -0.3% | -$38.4K | 0.02% | 257 |
|
|
2022
Q3 | $15.5M | Buy |
44,735
+650
| +1% | +$226K | 0.03% | 222 |
|
|
2022
Q2 | $14.7M | Buy |
44,085
+677
| +2% | +$225K | 0.02% | 247 |
|
|
2022
Q1 | $19.3M | Buy |
43,408
+405
| +0.9% | +$180K | 0.03% | 210 |
|
|
2021
Q4 | $23.1M | Sell |
43,003
-18,565
| -30% | -$9.99M | 0.04% | 168 |
|
|
2021
Q3 | $28.2M | Sell |
61,568
-4,647
| -7% | -$2.13M | 0.05% | 144 |
|
|
2021
Q2 | $30M | Buy |
66,215
+4,056
| +7% | +$1.83M | 0.05% | 129 |
|
|
2021
Q1 | $26.4M | Buy |
62,159
+8,074
| +15% | +$3.43M | 0.05% | 140 |
|
|
2020
Q4 | $23.6M | Sell |
54,085
-24,706
| -31% | -$10.8M | 0.05% | 145 |
|
|
2020
Q3 | $27.5M | Sell |
78,791
-9,715
| -11% | -$3.39M | 0.07% | 109 |
|
|
2020
Q2 | $30.7M | Sell |
88,506
-42,810
| -33% | -$14.8M | 0.09% | 92 |
|
|
2020
Q1 | $38.9M | Sell |
131,316
-18
| -0% | -$5.34K | 0.14% | 65 |
|
|
2019
Q4 | $39.4M | Buy |
131,334
+3
| +0% | +$900 | 0.12% | 73 |
|
|
2019
Q3 | $34.5M | Sell |
131,331
-12,497
| -9% | -$3.28M | 0.11% | 79 |
|
|
2019
Q2 | $31.1M | Sell |
143,828
-53
| -0% | -$11.4K | 0.1% | 83 |
|
|
2019
Q1 | $29.4M | Sell |
143,881
-2
| -0% | -$409 | 0.11% | 80 |
|
|
2018
Q4 | $26.7M | Sell |
143,883
-40
| -0% | -$7.43K | 0.11% | 76 |
|
|
2018
Q3 | $35.3M | Buy |
143,923
+143,375
| +26,163% | +$35.1M | 0.13% | 68 |
|
|
2018
Q2 | $122K | Buy |
+548
| New | +$122K | ﹤0.01% | 1718 |
|
|
2017
Q4 | – | Sell |
-1,518
| Closed | -$265K | – | 1974 |
|
|
2017
Q3 | $265K | Buy |
1,518
+1,267
| +505% | +$221K | ﹤0.01% | 1397 |
|
|
2017
Q2 | $44K | Sell |
251
-63
| -20% | -$11K | ﹤0.01% | 2595 |
|
|
2017
Q1 | $49K | Buy |
314
+47
| +18% | +$7.33K | ﹤0.01% | 2472 |
|
|
2016
Q4 | $38K | Sell |
267
-416
| -61% | -$59.2K | ﹤0.01% | 2595 |
|
|
2016
Q3 | $117K | Buy |
683
+33
| +5% | +$5.65K | ﹤0.01% | 1733 |
|
|
2016
Q2 | $108K | Buy |
650
+429
| +194% | +$71.3K | ﹤0.01% | 1626 |
|
|
2016
Q1 | $28K | Sell |
221
-744
| -77% | -$94.3K | ﹤0.01% | 2504 |
|
|
2015
Q4 | $168K | Buy |
965
+730
| +311% | +$127K | ﹤0.01% | 1302 |
|
|
2015
Q3 | $35K | Buy |
+235
| New | +$35K | ﹤0.01% | 2305 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$24K | – | 2762 |
|
|
2015
Q1 | $24K | Hold |
200
| – | – | ﹤0.01% | 2568 |
|
|
2014
Q4 | $22K | Hold |
200
| – | – | ﹤0.01% | 2563 |
|
|
2014
Q3 | $18K | Sell |
200
-175
| -47% | -$15.8K | ﹤0.01% | 2581 |
|
|
2014
Q2 | $34K | Sell |
375
-10
| -3% | -$907 | ﹤0.01% | 2120 |
|
|
2014
Q1 | $32K | Buy |
385
+185
| +93% | +$15.4K | ﹤0.01% | 2083 |
|
|
2013
Q4 | $20K | Hold |
200
| – | – | ﹤0.01% | 2194 |
|
|
2013
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 2190 |
|
|
2013
Q2 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 2120 |
|