Creative Planning’s Sandstorm Gold SAND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
25,671
+1,646
| +7% | +$15.5K | ﹤0.01% | 3071 |
|
|
2025
Q1 | $181K | Buy |
24,025
+4,548
| +23% | +$34.3K | ﹤0.01% | 3100 |
|
|
2024
Q4 | $109K | Buy |
19,477
+498
| +3% | +$2.78K | ﹤0.01% | 3132 |
|
|
2024
Q3 | $114K | Sell |
18,979
-33,752
| -64% | -$203K | ﹤0.01% | 2991 |
|
|
2024
Q2 | $287K | Sell |
52,731
-4,994
| -9% | -$27.2K | ﹤0.01% | 2378 |
|
|
2024
Q1 | $303K | Buy |
57,725
+447
| +0.8% | +$2.35K | ﹤0.01% | 2232 |
|
|
2023
Q4 | $288K | Buy |
57,278
+21,789
| +61% | +$110K | ﹤0.01% | 2109 |
|
|
2023
Q3 | $165K | Sell |
35,489
-2,542
| -7% | -$11.8K | ﹤0.01% | 2285 |
|
|
2023
Q2 | $195K | Buy |
38,031
+5,635
| +17% | +$28.9K | ﹤0.01% | 2213 |
|
|
2023
Q1 | $188K | Buy |
32,396
+11,016
| +52% | +$64K | ﹤0.01% | 2139 |
|
|
2022
Q4 | $112K | Buy |
21,380
+2,615
| +14% | +$13.8K | ﹤0.01% | 2117 |
|
|
2022
Q3 | $97K | Buy |
18,765
+7,459
| +66% | +$38.6K | ﹤0.01% | 2012 |
|
|
2022
Q2 | $67K | Buy |
11,306
+155
| +1% | +$919 | ﹤0.01% | 2000 |
|
|
2022
Q1 | $90K | Buy |
+11,151
| New | +$90K | ﹤0.01% | 1998 |
|
|
2021
Q2 | – | Sell |
-33,330
| Closed | -$227K | – | 2282 |
|
|
2021
Q1 | $227K | Sell |
33,330
-5,338
| -14% | -$36.4K | ﹤0.01% | 1960 |
|
|
2020
Q4 | $277K | Buy |
38,668
+9,143
| +31% | +$65.5K | ﹤0.01% | 1652 |
|
|
2020
Q3 | $249K | Buy |
29,525
+10,542
| +56% | +$88.9K | ﹤0.01% | 1526 |
|
|
2020
Q2 | $183K | Sell |
18,983
-710
| -4% | -$6.85K | ﹤0.01% | 1533 |
|
|
2020
Q1 | $99K | Sell |
19,693
-11,950
| -38% | -$60.1K | ﹤0.01% | 1515 |
|
|
2019
Q4 | $236K | Buy |
31,643
+7,700
| +32% | +$57.4K | ﹤0.01% | 1536 |
|
|
2019
Q3 | $135K | Hold |
23,943
| – | – | ﹤0.01% | 1671 |
|
|
2019
Q2 | $133K | Sell |
23,943
-15,522
| -39% | -$86.2K | ﹤0.01% | 1698 |
|
|
2019
Q1 | $216K | Sell |
39,465
-82,722
| -68% | -$453K | ﹤0.01% | 1526 |
|
|
2018
Q4 | $563K | Sell |
122,187
-1,000
| -0.8% | -$4.61K | ﹤0.01% | 894 |
|
|
2018
Q3 | $459K | Sell |
123,187
-32,134
| -21% | -$120K | ﹤0.01% | 1118 |
|
|
2018
Q2 | $699K | Buy |
155,321
+4,981
| +3% | +$22.4K | ﹤0.01% | 906 |
|
|
2018
Q1 | $716K | Sell |
150,340
-39,075
| -21% | -$186K | ﹤0.01% | 893 |
|
|
2017
Q4 | $945K | Sell |
189,415
-76,267
| -29% | -$380K | ﹤0.01% | 758 |
|
|
2017
Q3 | $1.21M | Buy |
265,682
+134,077
| +102% | +$609K | 0.01% | 628 |
|
|
2017
Q2 | $509K | Buy |
131,605
+31,826
| +32% | +$123K | ﹤0.01% | 994 |
|
|
2017
Q1 | $426K | Buy |
99,779
+250
| +0.3% | +$1.07K | ﹤0.01% | 1067 |
|
|
2016
Q4 | $388K | Sell |
99,529
-4,752
| -5% | -$18.5K | ﹤0.01% | 1039 |
|
|
2016
Q3 | $525K | Buy |
104,281
+86,036
| +472% | +$433K | ﹤0.01% | 861 |
|
|
2016
Q2 | $81K | Buy |
18,245
+2,362
| +15% | +$10.5K | ﹤0.01% | 1797 |
|
|
2016
Q1 | $52K | Sell |
15,883
-2,434
| -13% | -$7.97K | ﹤0.01% | 2067 |
|
|
2015
Q4 | $48K | Sell |
18,317
-14,450
| -44% | -$37.9K | ﹤0.01% | 2132 |
|
|
2015
Q3 | $87K | Buy |
32,767
+2,750
| +9% | +$7.3K | ﹤0.01% | 1658 |
|
|
2015
Q2 | $88K | Buy |
30,017
+973
| +3% | +$2.85K | ﹤0.01% | 968 |
|
|
2015
Q1 | $95K | Buy |
29,044
+2,527
| +10% | +$8.27K | ﹤0.01% | 1595 |
|
|
2014
Q4 | $90K | Buy |
26,517
+1,000
| +4% | +$3.39K | ﹤0.01% | 1591 |
|
|
2014
Q3 | $110K | Sell |
25,517
-6,776
| -21% | -$29.2K | ﹤0.01% | 1403 |
|
|
2014
Q2 | $223K | Buy |
32,293
+3,929
| +14% | +$27.1K | ﹤0.01% | 966 |
|
|
2014
Q1 | $158K | Buy |
28,364
+1,000
| +4% | +$5.57K | ﹤0.01% | 1119 |
|
|
2013
Q4 | $117K | Sell |
27,364
-15,200
| -36% | -$65K | ﹤0.01% | 1117 |
|
|
2013
Q3 | $229K | Buy |
42,564
+17,300
| +68% | +$93.1K | ﹤0.01% | 710 |
|
|
2013
Q2 | $148K | Buy |
+25,264
| New | +$148K | ﹤0.01% | 779 |
|