Creative Planning’s Solitario Resources XPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.3K Hold
25,000
﹤0.01% 3564
2025
Q1
$15K Hold
25,000
﹤0.01% 3391
2024
Q4
$14.9K Hold
25,000
﹤0.01% 3347
2024
Q3
$17.5K Hold
25,000
﹤0.01% 3154
2024
Q2
$22.1K Hold
25,000
﹤0.01% 2956
2024
Q1
$15K Hold
25,000
﹤0.01% 2822
2023
Q4
$14K Hold
25,000
﹤0.01% 2686
2023
Q3
$13.6K Hold
25,000
﹤0.01% 2589
2023
Q2
$14.4K Sell
25,000
-10
-0% -$6 ﹤0.01% 2490
2023
Q1
$16.6K Hold
25,010
﹤0.01% 2388
2022
Q4
$15.5K Buy
25,010
+10
+0% +$6 ﹤0.01% 2295
2022
Q3
$12K Hold
25,000
﹤0.01% 2171
2022
Q2
$14K Buy
+25,000
New +$14K ﹤0.01% 2132
2021
Q3
Sell
-25,000
Closed -$17K 2141
2021
Q2
$17K Buy
+25,000
New +$17K ﹤0.01% 1956