Creative Planning’s Peoples Bancorp PEBO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.4M Buy
2025
Q2
$1.35M Buy
2025
Q1
$965K Sell
2024
Q4
$1.39M Buy
2024
Q3
$968K Buy
2024
Q2
$708K Buy
2024
Q1
$505K Buy
2023
Q4
$319K Buy
2017
Q3
Sell
2017
Q2
$8K Hold
2017
Q1
$8K Hold
2016
Q4
$8K Buy