Creative Planning’s Peoples Bancorp PEBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
44,061
+11,533
| +35% | +$352K | ﹤0.01% | 1617 |
|
|
2025
Q1 | $965K | Sell |
32,528
-11,253
| -26% | -$334K | ﹤0.01% | 1743 |
|
|
2024
Q4 | $1.39M | Buy |
43,781
+11,596
| +36% | +$367K | ﹤0.01% | 1391 |
|
|
2024
Q3 | $968K | Buy |
32,185
+8,594
| +36% | +$259K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $708K | Buy |
23,591
+6,542
| +38% | +$196K | ﹤0.01% | 1657 |
|
|
2024
Q1 | $505K | Buy |
17,049
+7,614
| +81% | +$225K | ﹤0.01% | 1834 |
|
|
2023
Q4 | $319K | Buy |
+9,435
| New | +$319K | ﹤0.01% | 2043 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$8K | – | 3095 |
|
|
2017
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 3716 |
|
|
2017
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 3684 |
|
|
2016
Q4 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 3634 |
|