Creative Planning’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
64,283
+10,406
| +19% | +$210K | ﹤0.01% | 1640 |
|
|
2025
Q1 | $741K | Buy |
53,877
+31,137
| +137% | +$428K | ﹤0.01% | 1961 |
|
|
2024
Q4 | $269K | Sell |
22,740
-19,375
| -46% | -$230K | ﹤0.01% | 2744 |
|
|
2024
Q3 | $756K | Buy |
42,115
+16,949
| +67% | +$304K | ﹤0.01% | 1751 |
|
|
2024
Q2 | $443K | Buy |
25,166
+9,469
| +60% | +$167K | ﹤0.01% | 2031 |
|
|
2024
Q1 | $403K | Buy |
15,697
+3,562
| +29% | +$91.4K | ﹤0.01% | 2014 |
|
|
2023
Q4 | $316K | Buy |
+12,135
| New | +$316K | ﹤0.01% | 2050 |
|