Consolidated Planning Corp Closed Holding Positions

Consolidated Planning Corp

  • $605 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 03, 2022
1,470
$93.61 - $194.94 $138K - $287K
NFG
National Fuel Gas CO

Energy
Q4 2021 Filed on Feb 11, 2022
24
$54.1 - $64.49 $1.3K - $1.55K
Nuance Communications Inc
Q4 2021 Filed on Feb 11, 2022
1,147
N/A
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
278
$95.99 - $119.67 $26.7K - $33.3K
NS
Nu Star Energy L.P.

Energy
Q4 2021 Filed on Feb 11, 2022
325
$13.8 - $17.27 $4.49K - $5.61K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
292
$16.75 - $17.93 $4.89K - $5.24K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
122
$16.49 - $17.25 $2.01K - $2.1K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
213
$9.23 - $9.94 $1.97K - $2.12K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Feb 11, 2022
2,160
$27.42 - $31.63 $59.2K - $68.3K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
13
$598.28 - $708.14 $7.78K - $9.21K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
51
$39.79 - $52.18 $2.03K - $2.66K
NRG
Nrg Energy, Inc.

Utilities
Q4 2021 Filed on Feb 11, 2022
2
$34.89 - $43.08 $69.8 - $86.2
NVAX
Novavax Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
12
$134.56 - $217.97 $1.61K - $2.62K
NGG
National Grid PLC

Utilities
Q4 2021 Filed on Feb 11, 2022
1
$60.21 - $73.44 $60.2 - $73.4
NTAP
Net App, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
62
$86.0 - $94.42 $5.33K - $5.85K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
620
$147.06 - $177.51 $91.2K - $110K
NOK
Nokia Corp

Technology
Q4 2021 Filed on Feb 11, 2022
2,500
$5.46 - $6.34 $13.7K - $15.9K
NDSN
Nordson Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
348
$236.96 - $270.67 $82.5K - $94.2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
209
$17.79 - $28.92 $3.72K - $6.04K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Feb 11, 2022
519
$79.7 - $88.13 $41.4K - $45.7K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 11, 2022
267
$28.67 - $37.13 $7.65K - $9.91K
OVV
Ovintiv Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
8
$30.99 - $39.84 $248 - $319
RSG
Republic Services, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
754
$120.01 - $139.45 $90.5K - $105K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
29
$23.51 - $27.83 $682 - $807
RHI
Robert Half International Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
264
$102.59 - $119.57 $27.1K - $31.6K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
200
$70.22 - $134.72 $14K - $26.9K
RCI
Rogers Communications Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
311
$44.45 - $49.64 $13.8K - $15.4K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
60
$64.27 - $96.67 $3.86K - $5.8K
RPM
Rpm International Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
410
$78.49 - $101.0 $32.2K - $41.4K
R
Ryder System Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
28
$75.79 - $91.24 $2.12K - $2.55K
RF
Regions Financial Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
126
$20.69 - $24.71 $2.61K - $3.11K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
76
$188.5 - $221.29 $14.3K - $16.8K
PPL
Ppl Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
3
$27.83 - $30.06 $83.5 - $90.2
PH
Parker Hannifin Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
121
$284.71 - $334.0 $34.4K - $40.4K
PBF
Pbf Energy Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
100
$11.28 - $16.0 $1.13K - $1.6K
Peoples United Financial Inc
Q4 2021 Filed on Feb 11, 2022
1
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
546
$85.94 - $98.85 $46.9K - $54K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Feb 11, 2022
665
$108.95 - $110.71 $72.5K - $73.6K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
350
$192.55 - $216.56 $67.4K - $75.8K
POOL
Pool Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
4
$435.92 - $577.85 $1.74K - $2.31K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
1
$144.01 - $172.44 $144 - $172
SAP
Sap Se

Technology
Q4 2021 Filed on Feb 11, 2022
55
$128.44 - $149.53 $7.06K - $8.22K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2021 Filed on Feb 11, 2022
57
$150.99 - $175.61 $8.61K - $10K
LEN
Lennar Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
309
$91.85 - $116.91 $28.4K - $36.1K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
67
$148.48 - $177.33 $9.95K - $11.9K
LSXMA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
180
$47.14 - $55.85 $8.49K - $10.1K
FWONK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
228
$52.02 - $63.24 $11.9K - $14.4K
LSXMK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
344
$47.02 - $55.6 $16.2K - $19.1K
LFUS
Littelfuse Inc

Technology
Q4 2021 Filed on Feb 11, 2022
10
$271.17 - $331.07 $2.71K - $3.31K
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