Creative Planning’s Willis Lease Finance WLFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+1,559
| New | +$223K | ﹤0.01% | 3135 |
|
|
2016
Q3 | – | Sell |
-600
| Closed | -$13K | – | 4520 |
|
|
2016
Q2 | $13K | Hold |
600
| – | – | ﹤0.01% | 3051 |
|
|
2016
Q1 | $13K | Hold |
600
| – | – | ﹤0.01% | 3039 |
|
|
2015
Q4 | $12K | Hold |
600
| – | – | ﹤0.01% | 3153 |
|
|
2015
Q3 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 3184 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$11K | – | 2885 |
|
|
2015
Q1 | $11K | Sell |
600
-1,000
| -63% | -$18.3K | ﹤0.01% | 3105 |
|
|
2014
Q4 | $35K | Buy |
1,600
+1,000
| +167% | +$21.9K | ﹤0.01% | 2226 |
|
|
2014
Q3 | $12K | Hold |
600
| – | – | ﹤0.01% | 2815 |
|
|
2014
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 2626 |
|
|
2014
Q1 | $12K | Hold |
600
| – | – | ﹤0.01% | 2637 |
|
|
2013
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 2570 |
|
|
2013
Q3 | $9K | Hold |
600
| – | – | ﹤0.01% | 2513 |
|
|
2013
Q2 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 2373 |
|