Creative Planning’s Uranium Energy UEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Buy |
140,135
+35,613
| +34% | +$242K | ﹤0.01% | 1895 |
|
|
2025
Q1 | $500K | Sell |
104,522
-3,495
| -3% | -$16.7K | ﹤0.01% | 2289 |
|
|
2024
Q4 | $723K | Buy |
108,017
+23,437
| +28% | +$157K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $525K | Buy |
84,580
+34,423
| +69% | +$214K | ﹤0.01% | 2065 |
|
|
2024
Q2 | $301K | Buy |
50,157
+5,871
| +13% | +$35.3K | ﹤0.01% | 2334 |
|
|
2024
Q1 | $299K | Buy |
44,286
+963
| +2% | +$6.5K | ﹤0.01% | 2247 |
|
|
2023
Q4 | $277K | Buy |
43,323
+8,895
| +26% | +$56.9K | ﹤0.01% | 2141 |
|
|
2023
Q3 | $177K | Buy |
34,428
+2,406
| +8% | +$12.4K | ﹤0.01% | 2270 |
|
|
2023
Q2 | $109K | Buy |
32,022
+9,307
| +41% | +$31.6K | ﹤0.01% | 2320 |
|
|
2023
Q1 | $65.4K | Buy |
22,715
+2,594
| +13% | +$7.47K | ﹤0.01% | 2283 |
|
|
2022
Q4 | $78.1K | Buy |
20,121
+1,167
| +6% | +$4.53K | ﹤0.01% | 2170 |
|
|
2022
Q3 | $66K | Sell |
18,954
-10,334
| -35% | -$36K | ﹤0.01% | 2068 |
|
|
2022
Q2 | $90K | Buy |
29,288
+2,701
| +10% | +$8.3K | ﹤0.01% | 1970 |
|
|
2022
Q1 | $122K | Buy |
26,587
+4,800
| +22% | +$22K | ﹤0.01% | 1966 |
|
|
2021
Q4 | $73K | Buy |
+21,787
| New | +$73K | ﹤0.01% | 1975 |
|
|
2021
Q2 | – | Sell |
-13,382
| Closed | -$38K | – | 2323 |
|
|
2021
Q1 | $38K | Buy |
13,382
+2,064
| +18% | +$5.86K | ﹤0.01% | 2282 |
|
|
2020
Q4 | $20K | Buy |
+11,318
| New | +$20K | ﹤0.01% | 2081 |
|
|
2020
Q3 | – | Sell |
-11,047
| Closed | -$10K | – | 2018 |
|
|
2020
Q2 | $10K | Sell |
11,047
-9,195
| -45% | -$8.32K | ﹤0.01% | 1801 |
|
|
2020
Q1 | $11K | Sell |
20,242
-2,500
| -11% | -$1.36K | ﹤0.01% | 1702 |
|
|
2019
Q4 | $21K | Sell |
22,742
-5,000
| -18% | -$4.62K | ﹤0.01% | 1834 |
|
|
2019
Q3 | $27K | Sell |
27,742
-7,000
| -20% | -$6.81K | ﹤0.01% | 1811 |
|
|
2019
Q2 | $48K | Sell |
34,742
-19,500
| -36% | -$26.9K | ﹤0.01% | 1794 |
|
|
2019
Q1 | $76K | Sell |
54,242
-1,000
| -2% | -$1.4K | ﹤0.01% | 1720 |
|
|
2018
Q4 | $69K | Hold |
55,242
| – | – | ﹤0.01% | 1663 |
|
|
2018
Q3 | $95K | Sell |
55,242
-2,500
| -4% | -$4.3K | ﹤0.01% | 1780 |
|
|
2018
Q2 | $93K | Buy |
57,742
+5,995
| +12% | +$9.66K | ﹤0.01% | 1763 |
|
|
2018
Q1 | $68K | Buy |
51,747
+5,683
| +12% | +$7.47K | ﹤0.01% | 1776 |
|
|
2017
Q4 | $82K | Buy |
46,064
+300
| +0.7% | +$534 | ﹤0.01% | 1740 |
|
|
2017
Q3 | $63K | Buy |
45,764
+300
| +0.7% | +$413 | ﹤0.01% | 1744 |
|
|
2017
Q2 | $72K | Buy |
45,464
+5,900
| +15% | +$9.34K | ﹤0.01% | 2214 |
|
|
2017
Q1 | $56K | Buy |
39,564
+300
| +0.8% | +$425 | ﹤0.01% | 2383 |
|
|
2016
Q4 | $44K | Sell |
39,264
-10,000
| -20% | -$11.2K | ﹤0.01% | 2479 |
|
|
2016
Q3 | $49K | Buy |
49,264
+2,064
| +4% | +$2.05K | ﹤0.01% | 2364 |
|
|
2016
Q2 | $41K | Buy |
47,200
+21,200
| +82% | +$18.4K | ﹤0.01% | 2275 |
|
|
2016
Q1 | $19K | Sell |
26,000
-34,500
| -57% | -$25.2K | ﹤0.01% | 2783 |
|
|
2015
Q4 | $64K | Buy |
60,500
+37,000
| +157% | +$39.1K | ﹤0.01% | 1899 |
|
|
2015
Q3 | $24K | Sell |
23,500
-2,000
| -8% | -$2.04K | ﹤0.01% | 2577 |
|
|
2015
Q2 | $41K | Buy |
25,500
+3,500
| +16% | +$5.63K | ﹤0.01% | 1019 |
|
|
2015
Q1 | $33K | Sell |
22,000
-7,653
| -26% | -$11.5K | ﹤0.01% | 2292 |
|
|
2014
Q4 | $52K | Buy |
29,653
+18,620
| +169% | +$32.7K | ﹤0.01% | 1968 |
|
|
2014
Q3 | $14K | Buy |
11,033
+200
| +2% | +$254 | ﹤0.01% | 2721 |
|
|
2014
Q2 | $17K | Buy |
10,833
+5,833
| +117% | +$9.15K | ﹤0.01% | 2550 |
|
|
2014
Q1 | $7K | Sell |
5,000
-103,515
| -95% | -$145K | ﹤0.01% | 2887 |
|
|
2013
Q4 | $217K | Sell |
108,515
-16,985
| -14% | -$34K | ﹤0.01% | 830 |
|
|
2013
Q3 | $282K | Buy |
125,500
+123,500
| +6,175% | +$278K | 0.01% | 630 |
|
|
2013
Q2 | $4K | Buy |
+2,000
| New | +$4K | ﹤0.01% | 2635 |
|