CreativeOne Wealth’s AutoNation AN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,687
| Closed | -$1.24M | – | 1113 |
|
|
2025
Q1 | $1.24M | Buy |
7,687
+3,214
| +72% | +$520K | 0.04% | 416 |
|
|
2024
Q4 | $760K | Buy |
4,473
+1,690
| +61% | +$287K | 0.02% | 563 |
|
|
2024
Q3 | $498K | Buy |
2,783
+381
| +16% | +$68.2K | 0.02% | 632 |
|
|
2024
Q2 | $383K | Sell |
2,402
-103
| -4% | -$16.4K | 0.02% | 548 |
|
|
2024
Q1 | $415K | Buy |
2,505
+138
| +6% | +$22.9K | 0.02% | 625 |
|
|
2023
Q4 | $356K | Buy |
2,367
+942
| +66% | +$142K | 0.02% | 448 |
|
|
2023
Q3 | $216K | Buy |
1,425
+25
| +2% | +$3.79K | 0.02% | 514 |
|
|
2023
Q2 | $231K | Buy |
+1,400
| New | +$231K | 0.01% | 733 |
|
|
2022
Q1 | – | Sell |
-1,927
| Closed | -$225K | – | 731 |
|
|
2021
Q4 | $225K | Buy |
1,927
+315
| +20% | +$36.8K | 0.01% | 679 |
|
|
2021
Q3 | $237K | Buy |
+1,612
| New | +$237K | 0.01% | 617 |
|