Creative Planning BANK AMERICA CORP Transaction History

Creative Planning

  • $116 Billion
  • Q2 2025
Number of Shares
301
Previous 181 66.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
120 Added 66.3%
301 $0
Q1 2025

May 15, 2025
SELL
N/A
-121 Reduced 40.07%
181 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-213 Reduced 41.36%
302 $0
Q3 2024

Oct 11, 2024
BUY
N/A
160 Added 45.07%
515 $0
Q2 2024

Aug 15, 2024
BUY
N/A
30 Added 9.23%
355 $0
Q1 2024

May 10, 2024
BUY
N/A
3 Added 0.93%
325 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-19 Reduced 5.57%
322 $0
Q3 2023

Nov 16, 2023
SELL
N/A
-76 Reduced 18.23%
341 $0
Q2 2023

Jul 21, 2023
SELL
N/A
-76 Reduced 15.42%
417 $0
Q1 2023

May 15, 2023
SELL
N/A
-57 Reduced 10.36%
493 $0
Q4 2022

Feb 10, 2023
SELL
N/A
-136 Reduced 19.83%
550 $0
Q3 2022

Nov 03, 2022
BUY
N/A
73 Added 11.91%
686 $804,000
Q2 2022

Aug 15, 2022
SELL
N/A
-135 Reduced 18.05%
613 $738,000
Q1 2022

May 16, 2022
BUY
N/A
554 Added 285.57%
748 $981,000
Q4 2021

Feb 11, 2022
BUY
N/A
194 New
194 $280,000
Q4 2020

Jan 29, 2021
SELL
N/A
-179 Closed
0 $0
Q3 2020

Nov 05, 2020
BUY
N/A
14 Added 8.48%
179 $266,000
Q2 2020

Jul 23, 2020
BUY
N/A
165 New
165 $221,000
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