Creative Planning’s FS Bancorp FSBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
11,043
+8
| +0.1% | +$315 | ﹤0.01% | 2581 |
|
|
2025
Q1 | $419K | Buy |
11,035
+27
| +0.2% | +$1.03K | ﹤0.01% | 2454 |
|
|
2024
Q4 | $452K | Hold |
11,008
| – | – | ﹤0.01% | 2313 |
|
|
2024
Q3 | $490K | Hold |
11,008
| – | – | ﹤0.01% | 2127 |
|
|
2024
Q2 | $401K | Hold |
11,008
| – | – | ﹤0.01% | 2114 |
|
|
2024
Q1 | $382K | Hold |
11,008
| – | – | ﹤0.01% | 2047 |
|
|
2023
Q4 | $407K | Hold |
11,008
| – | – | ﹤0.01% | 1848 |
|
|
2023
Q3 | $325K | Hold |
11,008
| – | – | ﹤0.01% | 1864 |
|
|
2023
Q2 | $331K | Hold |
11,008
| – | – | ﹤0.01% | 1828 |
|
|
2023
Q1 | $330K | Hold |
11,008
| – | – | ﹤0.01% | 1737 |
|
|
2022
Q4 | $368K | Hold |
11,008
| – | – | ﹤0.01% | 1583 |
|
|
2022
Q3 | $300K | Hold |
11,008
| – | – | ﹤0.01% | 1635 |
|
|
2022
Q2 | $316K | Hold |
11,008
| – | – | ﹤0.01% | 1567 |
|
|
2022
Q1 | $341K | Hold |
11,008
| – | – | ﹤0.01% | 1545 |
|
|
2021
Q4 | $370K | Hold |
11,008
| – | – | ﹤0.01% | 1485 |
|
|
2021
Q3 | $381K | Buy |
+11,008
| New | +$381K | ﹤0.01% | 1449 |
|
|
2021
Q2 | – | Sell |
-11,008
| Closed | -$370K | – | 2113 |
|
|
2021
Q1 | $370K | Hold |
11,008
| – | – | ﹤0.01% | 1618 |
|
|
2020
Q4 | $302K | Buy |
+11,008
| New | +$302K | ﹤0.01% | 1603 |
|
|
2020
Q1 | – | Sell |
-12,208
| Closed | -$389K | – | 1804 |
|
|
2019
Q4 | $389K | Hold |
12,208
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q3 | $320K | Hold |
12,208
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q2 | $317K | Hold |
12,208
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q1 | $308K | Sell |
12,208
-2,014
| -14% | -$50.8K | ﹤0.01% | 1309 |
|
|
2018
Q4 | $305K | Buy |
+14,222
| New | +$305K | ﹤0.01% | 1216 |
|