Creative Planning’s Uniti Group UNIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $164K | Buy |
17,459
+1,755
| +11% | +$13.8K | ﹤0.01% | 3796 |
|
|
2025
Q4 | $110K | Sell |
15,704
-196
| -1% | -$1.24K | ﹤0.01% | 3696 |
|
|
2025
Q3 | $97.3K | Sell |
15,900
-19,868
| -56% | -$119K | ﹤0.01% | 3675 |
|
|
2025
Q2 | $155K | Sell |
35,768
-15,176
| -30% | -$68.1K | ﹤0.01% | 3319 |
|
|
2025
Q1 | $257K | Sell |
50,944
-1,888
| -4% | -$10.2K | ﹤0.01% | 2882 |
|
|
2024
Q4 | $291K | Buy |
52,832
+4,140
| +9% | +$23.5K | ﹤0.01% | 2690 |
|
|
2024
Q3 | $275K | Sell |
48,692
-28
| -0.1% | -$120 | ﹤0.01% | 2587 |
|
|
2024
Q2 | $142K | Sell |
48,720
-34,950
| -42% | -$146K | ﹤0.01% | 2768 |
|
|
2024
Q1 | $494K | Buy |
83,670
+4,768
| +6% | +$27.3K | ﹤0.01% | 1858 |
|
|
2023
Q4 | $456K | Buy |
78,902
+13,082
| +20% | +$66.3K | ﹤0.01% | 1773 |
|
|
2023
Q3 | $311K | Buy |
65,820
+3,947
| +6% | +$20.2K | ﹤0.01% | 1916 |
|
|
2023
Q2 | $286K | Buy |
61,873
+42,049
| +212% | +$158K | ﹤0.01% | 1943 |
|
|
2023
Q1 | $70.4K | Buy |
19,824
+19,557
| +7,325% | +$104K | ﹤0.01% | 2300 |
|
|
2022
Q4 | $1.48K | Buy |
+267
| New | +$1.83K | ﹤0.01% | 2439 |
|
|
2018
Q1 | – | Sell |
-10,575
| Closed | -$188K | – | 2126 |
|
|
2017
Q4 | $188K | Buy |
+10,575
| New | +$174K | ﹤0.01% | 1625 |
|
|
2017
Q3 | – | Sell |
-12,425
| Closed | -$312K | – | 3614 |
|
|
2017
Q2 | $312K | Buy |
12,425
+1,161
| +10% | +$30.1K | ﹤0.01% | 1273 |
|
|
2017
Q1 | $292K | Sell |
11,264
-527
| -4% | -$14K | ﹤0.01% | 1280 |
|
|
2016
Q4 | $299K | Buy |
11,791
+2,184
| +23% | +$58.8K | ﹤0.01% | 1191 |
|
|
2016
Q3 | $302K | Buy |
9,607
+2,386
| +33% | +$73.2K | ﹤0.01% | 1180 |
|
|
2016
Q2 | $209K | Buy |
7,221
+737
| +11% | +$18.3K | ﹤0.01% | 1234 |
|
|
2016
Q1 | $144K | Sell |
6,484
-1,019
| -14% | -$19.7K | ﹤0.01% | 1405 |
|
|
2015
Q4 | $140K | Sell |
7,503
-746
| -9% | -$14.4K | ﹤0.01% | 1430 |
|
|
2015
Q3 | $148K | Buy |
+8,249
| New | +$177K | ﹤0.01% | 1356 |
|
Other funds holding UNIT
EIM
VPM
VCM
AMH
BCL
DCP
