Creative Planning’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
15,751
+4,094
| +35% | +$961K | ﹤0.01% | 914 |
|
|
2025
Q1 | $2.56M | Buy |
11,657
+1,454
| +14% | +$320K | ﹤0.01% | 1019 |
|
|
2024
Q4 | $2.08M | Buy |
10,203
+1,218
| +14% | +$248K | ﹤0.01% | 1107 |
|
|
2024
Q3 | $2.16M | Buy |
8,985
+1,850
| +26% | +$445K | ﹤0.01% | 1021 |
|
|
2024
Q2 | $1.4M | Sell |
7,135
-1,426
| -17% | -$280K | ﹤0.01% | 1178 |
|
|
2024
Q1 | $1.86M | Buy |
8,561
+305
| +4% | +$66.1K | ﹤0.01% | 989 |
|
|
2023
Q4 | $2.09M | Buy |
8,256
+1,429
| +21% | +$363K | ﹤0.01% | 899 |
|
|
2023
Q3 | $1.37M | Buy |
6,827
+1,523
| +29% | +$305K | ﹤0.01% | 1015 |
|
|
2023
Q2 | $1.23M | Sell |
5,304
-1,228
| -19% | -$285K | ﹤0.01% | 1025 |
|
|
2023
Q1 | $1.71M | Buy |
6,532
+1,130
| +21% | +$295K | ﹤0.01% | 839 |
|
|
2022
Q4 | $1.51M | Buy |
5,402
+916
| +20% | +$257K | ﹤0.01% | 843 |
|
|
2022
Q3 | $1.28M | Sell |
4,486
-21
| -0.5% | -$5.98K | ﹤0.01% | 856 |
|
|
2022
Q2 | $1.44M | Buy |
4,507
+698
| +18% | +$223K | ﹤0.01% | 820 |
|
|
2022
Q1 | $1.31M | Buy |
3,809
+198
| +5% | +$68.1K | ﹤0.01% | 864 |
|
|
2021
Q4 | $1.41M | Buy |
3,611
+113
| +3% | +$44K | ﹤0.01% | 807 |
|
|
2021
Q3 | $1.16M | Sell |
3,498
-518
| -13% | -$171K | ﹤0.01% | 881 |
|
|
2021
Q2 | $1.28M | Buy |
4,016
+951
| +31% | +$303K | ﹤0.01% | 835 |
|
|
2021
Q1 | $851K | Sell |
3,065
-93
| -3% | -$25.8K | ﹤0.01% | 1115 |
|
|
2020
Q4 | $891K | Sell |
3,158
-108
| -3% | -$30.5K | ﹤0.01% | 999 |
|
|
2020
Q3 | $1.04M | Buy |
3,266
+86
| +3% | +$27.4K | ﹤0.01% | 778 |
|
|
2020
Q2 | $947K | Buy |
3,180
+744
| +31% | +$222K | ﹤0.01% | 750 |
|
|
2020
Q1 | $658K | Sell |
2,436
-2,276
| -48% | -$615K | ﹤0.01% | 807 |
|
|
2019
Q4 | $1.14M | Buy |
4,712
+87
| +2% | +$21K | ﹤0.01% | 725 |
|
|
2019
Q3 | $1.12M | Buy |
4,625
+2,413
| +109% | +$582K | ﹤0.01% | 701 |
|
|
2019
Q2 | $497K | Hold |
2,212
| – | – | ﹤0.01% | 1072 |
|
|
2019
Q1 | $442K | Buy |
2,212
+106
| +5% | +$21.2K | ﹤0.01% | 1097 |
|
|
2018
Q4 | $341K | Buy |
2,106
+62
| +3% | +$10K | ﹤0.01% | 1157 |
|
|
2018
Q3 | $328K | Buy |
2,044
+70
| +4% | +$11.2K | ﹤0.01% | 1335 |
|
|
2018
Q2 | $326K | Sell |
1,974
-15
| -0.8% | -$2.48K | ﹤0.01% | 1317 |
|
|
2018
Q1 | $340K | Buy |
1,989
+79
| +4% | +$13.5K | ﹤0.01% | 1268 |
|
|
2017
Q4 | $312K | Buy |
1,910
+181
| +10% | +$29.6K | ﹤0.01% | 1329 |
|
|
2017
Q3 | $249K | Buy |
1,729
+855
| +98% | +$123K | ﹤0.01% | 1443 |
|
|
2017
Q2 | $118K | Buy |
874
+253
| +41% | +$34.2K | ﹤0.01% | 1862 |
|
|
2017
Q1 | $75K | Buy |
621
+213
| +52% | +$25.7K | ﹤0.01% | 2136 |
|
|
2016
Q4 | $42K | Buy |
408
+17
| +4% | +$1.75K | ﹤0.01% | 2515 |
|
|
2016
Q3 | $44K | Buy |
391
+154
| +65% | +$17.3K | ﹤0.01% | 2446 |
|
|
2016
Q2 | $26K | Buy |
237
+12
| +5% | +$1.32K | ﹤0.01% | 2579 |
|
|
2016
Q1 | $23K | Sell |
225
-60
| -21% | -$6.13K | ﹤0.01% | 2639 |
|
|
2015
Q4 | $30K | Buy |
285
+117
| +70% | +$12.3K | ﹤0.01% | 2510 |
|
|
2015
Q3 | $18K | Buy |
+168
| New | +$18K | ﹤0.01% | 2792 |
|
|
2015
Q2 | – | Sell |
-220
| Closed | -$26K | – | 2531 |
|
|
2015
Q1 | $26K | Sell |
220
-277
| -56% | -$32.7K | ﹤0.01% | 2499 |
|
|
2014
Q4 | $55K | Buy |
497
+370
| +291% | +$40.9K | ﹤0.01% | 1934 |
|
|
2014
Q3 | $14K | Buy |
127
+93
| +274% | +$10.3K | ﹤0.01% | 2718 |
|
|
2014
Q2 | $3K | Sell |
34
-18
| -35% | -$1.59K | ﹤0.01% | 3321 |
|
|
2014
Q1 | $5K | Sell |
52
-148
| -74% | -$14.2K | ﹤0.01% | 3029 |
|
|
2013
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 2250 |
|
|
2013
Q3 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 2219 |
|