Lakeshore Financial Planning’s CCC Intelligent Solutions CCCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Hold |
99,620
| – | – | 0.38% | 23 |
|
|
2025
Q1 | $900K | Hold |
99,620
| – | – | 0.37% | 22 |
|
|
2024
Q4 | $1.17M | Sell |
99,620
-16,700
| -14% | -$196K | 0.5% | 19 |
|
|
2024
Q3 | $1.29M | Hold |
116,320
| – | – | 0.57% | 19 |
|
|
2024
Q2 | $1.29M | Hold |
116,320
| – | – | 0.63% | 18 |
|
|
2024
Q1 | $1.39M | Hold |
116,320
| – | – | 0.7% | 18 |
|
|
2023
Q4 | $1.32M | Sell |
116,320
-20,000
| -15% | -$228K | 0.74% | 18 |
|
|
2023
Q3 | $1.82M | Buy |
+136,320
| New | +$1.82M | 1.04% | 16 |
|