Consolidated Planning Corp Closed Holding Positions

Consolidated Planning Corp

  • $637 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TSCO
Tractor Supply CO

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
12
$193.29 - $238.6 $2.32K - $2.86K
RIG
Transocean Ltd.

Energy
Q4 2021 Filed on Feb 11, 2022
370
$2.76 - $4.1 $1.02K - $1.52K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
24
$145.48 - $162.37 $3.49K - $3.9K
TRN
Trinity Industries Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
13
$25.57 - $30.22 $332 - $393
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 11, 2022
2
$35.73 - $48.36 $71.5 - $96.7
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
20
$36.31 - $45.23 $726 - $905
TEN
Tenneco Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
75
$10.1 - $15.12 $758 - $1.13K
SNPS
Synopsys Inc

Technology
Q4 2021 Filed on Feb 11, 2022
78
$288.74 - $375.59 $22.5K - $29.3K
SNV
Synovus Financial Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
162
$44.43 - $50.24 $7.2K - $8.14K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q4 2021 Filed on Feb 11, 2022
574
$109.02 - $124.75 $62.6K - $71.6K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2021 Filed on Feb 11, 2022
2
$13.17 - $16.4 $26.3 - $32.8
TEL
Te Connectivity Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
966
$140.29 - $166.05 $136K - $160K
TFX
Teleflex Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
171
$289.48 - $383.27 $49.5K - $65.5K
TU
Telus Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
1
$21.96 - $23.62 $22 - $23.6
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
200
$42.23 - $47.97 $8.45K - $9.59K
PATH
Ui Path, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,818
$39.81 - $57.51 $72.4K - $105K
BKH
Black Hills Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
1,300
$63.12 - $70.71 $82.1K - $91.9K
BRO
Brown & Brown, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
316
$57.18 - $70.28 $18.1K - $22.2K
BMBL
Bumble Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
103
$31.74 - $56.6 $3.27K - $5.83K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2021 Filed on Feb 11, 2022
1
$53.58 - $61.45 $53.6 - $61.5
KMX
Carmax Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
17
$122.54 - $154.85 $2.08K - $2.63K
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
100
$16.38 - $26.09 $1.64K - $2.61K
CARR
Carrier Global Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
23
$50.3 - $57.15 $1.16K - $1.31K
CTT
Catch Mark Timber Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
5,357
$7.21 - $12.36 $38.6K - $66.2K
CNC
Centene Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
6
$61.94 - $84.72 $372 - $508
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
121
$162.55 - $184.48 $19.7K - $22.3K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
2
$33.65 - $37.56 $67.3 - $75.1
BLK
Black Rock Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
98
$825.56 - $971.49 $80.9K - $95.2K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
Q4 2021 Filed on Feb 11, 2022
149
$15.1 - $15.92 $2.25K - $2.37K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
3
$110.95 - $148.88 $333 - $447
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
9
$2067.01 - $2648.2 $18.6K - $23.8K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
31
$79.69 - $89.85 $2.47K - $2.79K
BP
Bp PLC

Energy
Q4 2021 Filed on Feb 11, 2022
1,068
$25.65 - $30.13 $27.4K - $32.2K
BCO
Brinks CO

Industrials
Q4 2021 Filed on Feb 11, 2022
5
$58.99 - $70.46 $295 - $352
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 11, 2022
580
$53.63 - $62.52 $31.1K - $36.3K
CNP
Centerpoint Energy Inc

Utilities
Q4 2021 Filed on Feb 11, 2022
1
$24.9 - $28.09 $24.9 - $28.1
CRNC
Cerence Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
143
$69.2 - $112.96 $9.9K - $16.2K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
4
$605.55 - $747.79 $2.42K - $2.99K
COP
Conocophillips

Energy
Q4 2021 Filed on Feb 11, 2022
1
$68.6 - $77.03 $68.6 - $77
ED
Consolidated Edison Inc

Utilities
Q4 2021 Filed on Feb 11, 2022
216
$71.6 - $85.32 $15.5K - $18.4K
COO
Cooper Companies, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
22
$373.53 - $434.12 $8.22K - $9.55K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
52
$41.95 - $48.7 $2.18K - $2.53K
CSGP
Costar Group, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
480
$75.23 - $99.74 $36.1K - $47.9K
Crane CO
Q4 2021 Filed on Feb 11, 2022
4
N/A
Cree Inc
Q4 2021 Filed on Feb 11, 2022
238
N/A
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on Feb 11, 2022
1
$46.01 - $53.02 $46 - $53
CMP
Compass Minerals International Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
103
$48.63 - $74.49 $5.01K - $7.67K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
1,050
$74.42 - $85.34 $78.1K - $89.6K
CCXI
Chemo Centryx, Inc.
Q4 2021 Filed on Feb 11, 2022
40
$18.38 - $40.5 $735 - $1.62K
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