Consolidated Planning Corp Closed Holding Positions

Consolidated Planning Corp

  • $605 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on Feb 11, 2022
1
$46.01 - $53.02 $46 - $53
COP
Conocophillips

Energy
Q4 2021 Filed on Feb 11, 2022
1
$68.6 - $77.03 $68.6 - $77
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
CPK
Chesapeake Utilities Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
9
$124.4 - $145.81 $1.12K - $1.31K
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
10
$191.9 - $231.65 $1.92K - $2.32K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
205
$58.28 - $72.53 $11.9K - $14.9K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 11, 2022
511
$78.72 - $108.43 $40.2K - $55.4K
CLH
Clean Harbors Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
4
$92.68 - $117.15 $371 - $469
CLX
Clorox CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
50
$158.99 - $178.17 $7.95K - $8.91K
CMS
Cms Energy Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
183
$58.85 - $65.41 $10.8K - $12K
CCI
Crown Castle International Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
62
$167.81 - $208.74 $10.4K - $12.9K
VFC
V F Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
260
$66.98 - $78.01 $17.4K - $20.3K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
100
$156.38 - $207.21 $15.6K - $20.7K
ALB
Albemarle Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
6
$214.16 - $283.8 $1.28K - $1.7K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
204
$191.86 - $223.57 $39.1K - $45.6K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
203
$111.96 - $177.7 $22.7K - $36.1K
Y
Alleghany Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
41
$630.6 - $703.62 $25.9K - $28.8K
ALE
Allete Inc

Utilities
Q4 2021 Filed on Feb 11, 2022
606
$58.63 - $66.35 $35.5K - $40.2K
LNT
Alliant Energy Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
1,535
$54.66 - $61.47 $83.9K - $94.4K
ADC
Agree Realty Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
389
$66.45 - $71.82 $25.8K - $27.9K
AGCO
Agco Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
5
$109.09 - $133.32 $545 - $667
AES
Aes Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
4
$22.84 - $25.66 $91.4 - $103
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
3,121
$55.67 - $65.14 $174K - $203K
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
917
$199.42 - $227.75 $183K - $209K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q4 2021 Filed on Feb 11, 2022
818
$40.52 - $43.72 $33.1K - $35.8K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
3,355
$42.07 - $66.11 $141K - $222K
MMM
3 M CO

Industrials
Q4 2021 Filed on Feb 11, 2022
848
$170.04 - $183.66 $144K - $156K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
194
$57.28 - $81.19 $11.1K - $15.8K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,914
$46.96 - $57.43 $89.9K - $110K
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
194
$549.77 - $688.37 $107K - $134K
DOX
Amdocs LTD

Technology
Q4 2021 Filed on Feb 11, 2022
181
$68.34 - $81.16 $12.4K - $14.7K
AEE
Ameren Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
413
$80.61 - $89.06 $33.3K - $36.8K
ADP
Automatic Data Processing Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
579
$199.97 - $248.01 $116K - $144K
AVY
Avery Dennison Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
335
$202.38 - $227.13 $67.8K - $76.1K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
6
$17.65 - $20.99 $106 - $126
BHC
Bausch Health Companies Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
500
$23.0 - $29.01 $11.5K - $14.5K
BAX
Baxter International Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
706
$74.57 - $87.19 $52.6K - $61.6K
BCE
Bce Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
2
$50.04 - $52.31 $100 - $105
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Feb 11, 2022
500
$230.08 - $250.94 $115K - $125K
WRB
Berkley W R Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
342
$49.31 - $56.33 $16.9K - $19.3K
AY
Atlantica Sustainable Infrastructure PLC

Utilities
Q4 2021 Filed on Feb 11, 2022
1
$34.24 - $40.88 $34.2 - $40.9
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Feb 11, 2022
32
$712.94 - $879.12 $22.8K - $28.1K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 11, 2022
70
$117.89 - $161.28 $8.25K - $11.3K
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
310
$16.28 - $22.26 $5.05K - $6.9K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Feb 11, 2022
523
$80.28 - $88.97 $42K - $46.5K
AFG
American Financial Group Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
14
$127.47 - $145.68 $1.78K - $2.04K
AIG
American International Group, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
4
$51.72 - $61.08 $207 - $244
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