Center for Financial Planning’s MAG Silver MAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,500
Closed -$31.7K 685
2025
Q2
$31.7K Sell
1,500
-1,000
-40% -$17.8K ﹤0.01% 344
2025
Q1
$38.2K Hold
2,500
﹤0.01% 309
2024
Q4
$34K Hold
2,500
﹤0.01% 303
2024
Q3
$35.1K Hold
2,500
﹤0.01% 290
2024
Q2
$29.2K Hold
2,500
﹤0.01% 292
2024
Q1
$26.4K Hold
2,500
﹤0.01% 302
2023
Q4
$26K Hold
2,500
﹤0.01% 290
2023
Q3
$25.9K Hold
2,500
0.01% 283
2023
Q2
$27.9K Hold
2,500
0.01% 292
2023
Q1
$31.7K Hold
2,500
0.01% 260
2022
Q4
$39.1K Hold
2,500
0.01% 239
2022
Q3
$31K Hold
2,500
0.01% 254
2022
Q2
$30K Hold
2,500
0.01% 258
2022
Q1
$40K Hold
2,500
0.01% 249
2021
Q4
$39K Hold
2,500
0.01% 259
2021
Q3
$40K Buy
2,500
+300
+14% +$5.61K 0.01% 244
2021
Q2
$46K Hold
2,200
0.01% 231
2021
Q1
$33K Buy
2,200
+200
+10% +$3.69K 0.01% 256
2020
Q4
$41K Hold
2,000
0.01% 217
2020
Q3
$33K Hold
2,000
0.01% 217
2020
Q2
$28K Buy
+2,000
New +$23K 0.01% 226

Other funds holding MAG

Center for Financial Planning's MAG Position: Q3 2025 in Review

Center for Financial Planning sold out of MAG Silver (MAG) in Q3 2025, closing a stake of 1,500 shares — an estimated $31.7K sold.

Center for Financial Planning first reported a position in MAG in Q2 2020 and held it in 21 quarters. The position peaked at $46K in Q2 2021. 5 funds tracked by Wall St. Rank hold MAG as of Q3 2025.

  • Center for Financial Planning reported no remaining MAG Silver position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 1,500 MAG Silver shares in Q3 2025, an estimated $31.7K.
  • Center for Financial Planning first reported a position in MAG Silver in Q2 2020 and held it in 21 quarters.
  • Center for Financial Planning's MAG Silver position peaked at $46K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held MAG Silver as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.