Consolidated Planning Corp Purchases and Sells in Q2 2025

Consolidated Planning Corp

$710 Million
Q2 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZROZ	202K + 210.7%	$62.08 - $73.58 $12.5M - $14.9M	298K $20M
SPY	9.82K + 126.85%	$496.48 - $617.85 $4.87M - $6.06M	17.6K $10.8M
WM	24.1K + 2285.04%	$216.47 - $242.1 $5.22M - $5.84M	25.2K $5.76M
CGXU	47.5K + 4.18%	$21.44 - $27.35 $1.02M - $1.3M	1.18M $32.1M
MGK	11.6K + 1507.13%	$273.67 - $366.17 $3.18M - $4.25M	12.4K $4.54M
VOO	6.78K + 306.09%	$456.74 - $568.03 $3.1M - $3.85M	9K $5.11M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BALT	367K New	$30.33 - $32.1 $11.1M - $11.8M	367K $11.8M
OMFL	69K New	$48.43 - $57.78 $3.34M - $3.99M	69K $3.99M
COF	8.68K New	$150.57 - $212.76 $1.31M - $1.85M	8.68K $1.85M
TXN	1.92K New	N/A	1.92K $373K
VLO	2.53K New	$104.69 - $141.77 $264K - $358K	2.53K $339K
AJG	1.03K New	$310.86 - $348.77 $319K - $358K	1.03K $328K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVZ	-1.18M - 57.36%	$8.91 - $10.66 $10.6M - $12.6M	880K $8.45M
AAPL	-18.1K - 22.41%	$172.42 - $223.89 $3.12M - $4.05M	62.7K $12.9M
MSFT	-16.8K - 55.99%	$354.56 - $497.45 $5.94M - $8.34M	13.2K $6.55M
CAT	-10.8K - 45.61%	$273.94 - $388.21 $2.95M - $4.19M	12.9K $4.99M
USMV	-20.4K - 21.47%	$85.42 - $94.39 $1.74M - $1.92M	74.6K $7M
FLRT	-15.2K - 12.83%	$45.89 - $47.6 $698K - $724K	103K $4.92M

Activity Summary All Purchases 98 New Holdings 13 Increased Positions 85 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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