Creative Planning’s Scotiabank BNS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
55,962
+16,107
| +40% | +$890K | ﹤0.01% | 1012 |
|
|
2025
Q1 | $1.89M | Sell |
39,855
-6,961
| -15% | -$330K | ﹤0.01% | 1202 |
|
|
2024
Q4 | $2.51M | Buy |
46,816
+10,248
| +28% | +$551K | ﹤0.01% | 994 |
|
|
2024
Q3 | $1.99M | Buy |
36,568
+807
| +2% | +$44K | ﹤0.01% | 1057 |
|
|
2024
Q2 | $1.63M | Sell |
35,761
-1,781
| -5% | -$81.4K | ﹤0.01% | 1090 |
|
|
2024
Q1 | $1.94M | Buy |
37,542
+5,020
| +15% | +$260K | ﹤0.01% | 966 |
|
|
2023
Q4 | $1.58M | Sell |
32,522
-6,833
| -17% | -$333K | ﹤0.01% | 1009 |
|
|
2023
Q3 | $1.79M | Buy |
39,355
+4,388
| +13% | +$200K | ﹤0.01% | 891 |
|
|
2023
Q2 | $1.75M | Buy |
34,967
+10,776
| +45% | +$539K | ﹤0.01% | 879 |
|
|
2023
Q1 | $1.22M | Buy |
24,191
+2,282
| +10% | +$115K | ﹤0.01% | 970 |
|
|
2022
Q4 | $1.07M | Buy |
21,909
+9,772
| +81% | +$479K | ﹤0.01% | 992 |
|
|
2022
Q3 | $577K | Buy |
12,137
+1,815
| +18% | +$86.3K | ﹤0.01% | 1237 |
|
|
2022
Q2 | $611K | Buy |
10,322
+3,693
| +56% | +$219K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $475K | Buy |
6,629
+261
| +4% | +$18.7K | ﹤0.01% | 1345 |
|
|
2021
Q4 | $456K | Buy |
6,368
+766
| +14% | +$54.9K | ﹤0.01% | 1367 |
|
|
2021
Q3 | $345K | Buy |
5,602
+136
| +2% | +$8.38K | ﹤0.01% | 1509 |
|
|
2021
Q2 | $356K | Sell |
5,466
-3,622
| -40% | -$236K | ﹤0.01% | 1462 |
|
|
2021
Q1 | $568K | Buy |
9,088
+114
| +1% | +$7.13K | ﹤0.01% | 1329 |
|
|
2020
Q4 | $485K | Buy |
8,974
+1,284
| +17% | +$69.4K | ﹤0.01% | 1315 |
|
|
2020
Q3 | $319K | Buy |
7,690
+1,755
| +30% | +$72.8K | ﹤0.01% | 1370 |
|
|
2020
Q2 | $245K | Sell |
5,935
-9,095
| -61% | -$375K | ﹤0.01% | 1404 |
|
|
2020
Q1 | $610K | Buy |
15,030
+6,748
| +81% | +$274K | ﹤0.01% | 844 |
|
|
2019
Q4 | $468K | Sell |
8,282
-113
| -1% | -$6.39K | ﹤0.01% | 1139 |
|
|
2019
Q3 | $477K | Sell |
8,395
-400
| -5% | -$22.7K | ﹤0.01% | 1084 |
|
|
2019
Q2 | $478K | Sell |
8,795
-6,491
| -42% | -$353K | ﹤0.01% | 1099 |
|
|
2019
Q1 | $814K | Buy |
15,286
+2,062
| +16% | +$110K | ﹤0.01% | 807 |
|
|
2018
Q4 | $659K | Buy |
13,224
+303
| +2% | +$15.1K | ﹤0.01% | 833 |
|
|
2018
Q3 | $770K | Sell |
12,921
-1,163
| -8% | -$69.3K | ﹤0.01% | 861 |
|
|
2018
Q2 | $806K | Buy |
14,084
+971
| +7% | +$55.6K | ﹤0.01% | 859 |
|
|
2018
Q1 | $809K | Sell |
13,113
-1,239
| -9% | -$76.4K | ﹤0.01% | 842 |
|
|
2017
Q4 | $926K | Sell |
14,352
-4,889
| -25% | -$315K | ﹤0.01% | 773 |
|
|
2017
Q3 | $1.24M | Buy |
19,241
+4,858
| +34% | +$312K | 0.01% | 619 |
|
|
2017
Q2 | $865K | Buy |
14,383
+1,044
| +8% | +$62.8K | ﹤0.01% | 747 |
|
|
2017
Q1 | $781K | Sell |
13,339
-660
| -5% | -$38.6K | ﹤0.01% | 764 |
|
|
2016
Q4 | $779K | Sell |
13,999
-982
| -7% | -$54.6K | ﹤0.01% | 723 |
|
|
2016
Q3 | $794K | Buy |
14,981
+10,450
| +231% | +$554K | 0.01% | 689 |
|
|
2016
Q2 | $222K | Sell |
4,531
-1,006
| -18% | -$49.3K | ﹤0.01% | 1198 |
|
|
2016
Q1 | $265K | Sell |
5,537
-1,017
| -16% | -$48.7K | ﹤0.01% | 1068 |
|
|
2015
Q4 | $259K | Buy |
6,554
+1,521
| +30% | +$60.1K | ﹤0.01% | 1051 |
|
|
2015
Q3 | $214K | Buy |
+5,033
| New | +$214K | ﹤0.01% | 1150 |
|
|
2015
Q2 | – | Sell |
-6,770
| Closed | -$322K | – | 1278 |
|
|
2015
Q1 | $322K | Buy |
6,770
+3,448
| +104% | +$164K | ﹤0.01% | 954 |
|
|
2014
Q4 | $179K | Buy |
3,322
+1,546
| +87% | +$83.3K | ﹤0.01% | 1207 |
|
|
2014
Q3 | $103K | Buy |
1,776
+7
| +0.4% | +$406 | ﹤0.01% | 1442 |
|
|
2014
Q2 | $110K | Sell |
1,769
-123
| -7% | -$7.65K | ﹤0.01% | 1365 |
|
|
2014
Q1 | $102K | Buy |
1,892
+125
| +7% | +$6.74K | ﹤0.01% | 1387 |
|
|
2013
Q4 | $103K | Buy |
1,767
+968
| +121% | +$56.4K | ﹤0.01% | 1180 |
|
|
2013
Q3 | $43K | Sell |
799
-344
| -30% | -$18.5K | ﹤0.01% | 1601 |
|
|
2013
Q2 | $57K | Buy |
+1,143
| New | +$57K | ﹤0.01% | 1312 |
|