Creative Planning’s PBF Energy PBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
92,976
+36,571
| +65% | +$792K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $1.08M | Buy |
56,405
+19,525
| +53% | +$373K | ﹤0.01% | 1654 |
|
|
2024
Q4 | $979K | Buy |
36,880
+9,982
| +37% | +$265K | ﹤0.01% | 1649 |
|
|
2024
Q3 | $832K | Buy |
26,898
+9,003
| +50% | +$279K | ﹤0.01% | 1664 |
|
|
2024
Q2 | $824K | Buy |
17,895
+1,165
| +7% | +$53.6K | ﹤0.01% | 1557 |
|
|
2024
Q1 | $963K | Buy |
16,730
+5,032
| +43% | +$290K | ﹤0.01% | 1360 |
|
|
2023
Q4 | $514K | Buy |
11,698
+1,515
| +15% | +$66.6K | ﹤0.01% | 1695 |
|
|
2023
Q3 | $545K | Buy |
10,183
+684
| +7% | +$36.6K | ﹤0.01% | 1505 |
|
|
2023
Q2 | $389K | Buy |
9,499
+2,508
| +36% | +$103K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $303K | Buy |
+6,991
| New | +$303K | ﹤0.01% | 1805 |
|
|
2018
Q2 | – | Sell |
-6,051
| Closed | -$205K | – | 1969 |
|
|
2018
Q1 | $205K | Sell |
6,051
-926
| -13% | -$31.4K | ﹤0.01% | 1586 |
|
|
2017
Q4 | $247K | Sell |
6,977
-940
| -12% | -$33.3K | ﹤0.01% | 1459 |
|
|
2017
Q3 | $219K | Buy |
7,917
+2,714
| +52% | +$75.1K | ﹤0.01% | 1526 |
|
|
2017
Q2 | $116K | Buy |
5,203
+2,503
| +93% | +$55.8K | ﹤0.01% | 1873 |
|
|
2017
Q1 | $60K | Sell |
2,700
-5,552
| -67% | -$123K | ﹤0.01% | 2326 |
|
|
2016
Q4 | $230K | Buy |
8,252
+8,080
| +4,698% | +$225K | ﹤0.01% | 1332 |
|
|
2016
Q3 | $4K | Hold |
172
| – | – | ﹤0.01% | 3888 |
|
|
2016
Q2 | $4K | Sell |
172
-100
| -37% | -$2.33K | ﹤0.01% | 3679 |
|
|
2016
Q1 | $9K | Sell |
272
-100
| -27% | -$3.31K | ﹤0.01% | 3257 |
|
|
2015
Q4 | $14K | Buy |
372
+200
| +116% | +$7.53K | ﹤0.01% | 3036 |
|
|
2015
Q3 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 3575 |
|
|
2015
Q1 | – | Sell |
-2,016
| Closed | -$54K | – | 4178 |
|
|
2014
Q4 | $54K | Buy |
2,016
+1,616
| +404% | +$43.3K | ﹤0.01% | 1948 |
|
|
2014
Q3 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 2903 |
|