CreativeOne Wealth’s SelectQuote SLQT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Hold |
73,678
| – | – | ﹤0.01% | 1073 |
|
|
2025
Q1 | $246K | Hold |
73,678
| – | – | 0.01% | 931 |
|
|
2024
Q4 | $274K | Sell |
73,678
-27,355
| -27% | -$102K | 0.01% | 915 |
|
|
2024
Q3 | $219K | Hold |
101,033
| – | – | 0.01% | 876 |
|
|
2024
Q2 | $279K | Hold |
101,033
| – | – | 0.01% | 638 |
|
|
2024
Q1 | $202K | Sell |
101,033
-1,125
| -1% | -$2.25K | 0.01% | 838 |
|
|
2023
Q4 | $140K | Buy |
102,158
+26,000
| +34% | +$35.6K | 0.01% | 605 |
|
|
2023
Q3 | $89K | Hold |
76,158
| – | – | 0.01% | 554 |
|
|
2023
Q2 | $149K | Buy |
76,158
+56,495
| +287% | +$111K | 0.01% | 802 |
|
|
2023
Q1 | $43K | Hold |
19,663
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $13K | Sell |
19,663
-1,035
| -5% | -$684 | ﹤0.01% | 730 |
|
|
2022
Q3 | $15K | Buy |
20,698
+560
| +3% | +$406 | ﹤0.01% | 692 |
|
|
2022
Q2 | $50K | Buy |
20,138
+1,820
| +10% | +$4.52K | ﹤0.01% | 704 |
|
|
2022
Q1 | $51K | Buy |
18,318
+4,093
| +29% | +$11.4K | ﹤0.01% | 727 |
|
|
2021
Q4 | $129K | Sell |
14,225
-575
| -4% | -$5.21K | 0.01% | 734 |
|
|
2021
Q3 | $191K | Buy |
+14,800
| New | +$191K | 0.01% | 671 |
|
|
2021
Q2 | – | Sell |
-7,221
| Closed | -$213K | – | 692 |
|
|
2021
Q1 | $213K | Buy |
+7,221
| New | +$213K | 0.02% | 527 |
|