Creative Planning’s Ur-Energy URG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9K | Buy |
+44,632
| New | +$46.9K | ﹤0.01% | 3503 |
|
|
2025
Q1 | – | Sell |
-136,571
| Closed | -$157K | – | 3699 |
|
|
2024
Q4 | $157K | Buy |
136,571
+103,868
| +318% | +$119K | ﹤0.01% | 3040 |
|
|
2024
Q3 | $38.9K | Buy |
32,703
+1,731
| +6% | +$2.06K | ﹤0.01% | 3115 |
|
|
2024
Q2 | $43.4K | Sell |
30,972
-10,628
| -26% | -$14.9K | ﹤0.01% | 2915 |
|
|
2024
Q1 | $66.6K | Buy |
41,600
+6,993
| +20% | +$11.2K | ﹤0.01% | 2742 |
|
|
2023
Q4 | $53.3K | Buy |
34,607
+18,379
| +113% | +$28.3K | ﹤0.01% | 2625 |
|
|
2023
Q3 | $25K | Buy |
16,228
+5,189
| +47% | +$7.99K | ﹤0.01% | 2545 |
|
|
2023
Q2 | $11.6K | Buy |
+11,039
| New | +$11.6K | ﹤0.01% | 2500 |
|
|
2023
Q1 | – | Sell |
-24,035
| Closed | -$27.6K | – | 2645 |
|
|
2022
Q4 | $27.6K | Sell |
24,035
-100
| -0.4% | -$115 | ﹤0.01% | 2271 |
|
|
2022
Q3 | $26K | Hold |
24,135
| – | – | ﹤0.01% | 2137 |
|
|
2022
Q2 | $26K | Buy |
24,135
+100
| +0.4% | +$108 | ﹤0.01% | 2086 |
|
|
2022
Q1 | $38K | Hold |
24,035
| – | – | ﹤0.01% | 2073 |
|
|
2021
Q4 | $29K | Sell |
24,035
-1
| -0% | -$1 | ﹤0.01% | 2029 |
|
|
2021
Q3 | $41K | Sell |
24,036
-2,000
| -8% | -$3.41K | ﹤0.01% | 1998 |
|
|
2021
Q2 | $36K | Sell |
26,036
-8,660
| -25% | -$12K | ﹤0.01% | 1936 |
|
|
2021
Q1 | $38K | Buy |
34,696
+23,334
| +205% | +$25.6K | ﹤0.01% | 2283 |
|
|
2020
Q4 | $9K | Buy |
+11,362
| New | +$9K | ﹤0.01% | 2098 |
|
|
2020
Q2 | – | Sell |
-15,550
| Closed | -$6K | – | 1911 |
|
|
2020
Q1 | $6K | Hold |
15,550
| – | – | ﹤0.01% | 1722 |
|
|
2019
Q4 | $9K | Hold |
15,550
| – | – | ﹤0.01% | 1864 |
|
|
2019
Q3 | $9K | Sell |
15,550
-10,000
| -39% | -$5.79K | ﹤0.01% | 1852 |
|
|
2019
Q2 | $24K | Buy |
25,550
+8,500
| +50% | +$7.98K | ﹤0.01% | 1838 |
|
|
2019
Q1 | $14K | Buy |
17,050
+1,000
| +6% | +$821 | ﹤0.01% | 1820 |
|
|
2018
Q4 | $10K | Hold |
16,050
| – | – | ﹤0.01% | 1775 |
|
|
2018
Q3 | $13K | Buy |
+16,050
| New | +$13K | ﹤0.01% | 1908 |
|
|
2017
Q3 | – | Sell |
-5,050
| Closed | -$3K | – | 3511 |
|
|
2017
Q2 | $3K | Buy |
5,050
+300
| +6% | +$178 | ﹤0.01% | 4130 |
|
|
2017
Q1 | $3K | Sell |
4,750
-7,350
| -61% | -$4.64K | ﹤0.01% | 4112 |
|
|
2016
Q4 | $6K | Buy |
12,100
+2,000
| +20% | +$992 | ﹤0.01% | 3800 |
|
|
2016
Q3 | $5K | Hold |
10,100
| – | – | ﹤0.01% | 3809 |
|
|
2016
Q2 | $6K | Buy |
10,100
+7,750
| +330% | +$4.6K | ﹤0.01% | 3494 |
|
|
2016
Q1 | $1K | Sell |
2,350
-21,300
| -90% | -$9.06K | ﹤0.01% | 4069 |
|
|
2015
Q4 | $15K | Buy |
+23,650
| New | +$15K | ﹤0.01% | 3009 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$4K | – | 4238 |
|
|
2014
Q4 | $4K | Hold |
5,000
| – | – | ﹤0.01% | 3542 |
|
|
2014
Q3 | $5K | Hold |
5,000
| – | – | ﹤0.01% | 3252 |
|
|
2014
Q2 | $6K | Hold |
5,000
| – | – | ﹤0.01% | 3059 |
|
|
2014
Q1 | $8K | Hold |
5,000
| – | – | ﹤0.01% | 2819 |
|
|
2013
Q4 | $7K | Hold |
5,000
| – | – | ﹤0.01% | 2727 |
|
|
2013
Q3 | $6K | Hold |
5,000
| – | – | ﹤0.01% | 2678 |
|
|
2013
Q2 | $7K | Buy |
+5,000
| New | +$7K | ﹤0.01% | 2425 |
|