Creative Planning’s Paysafe PSFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $153K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $918K | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $2.59M | Sell |
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|
2021
Q1 | $3.58M | Buy |
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