Creative Planning’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,182
| Closed | -$251K | – | 2692 |
|
|
2022
Q4 | $251K | Buy |
2,182
+781
| +56% | +$90K | ﹤0.01% | 1846 |
|
|
2022
Q3 | $212K | Buy |
1,401
+6
| +0.4% | +$908 | ﹤0.01% | 1858 |
|
|
2022
Q2 | $250K | Buy |
+1,395
| New | +$250K | ﹤0.01% | 1729 |
|
|
2021
Q2 | – | Sell |
-2,577
| Closed | -$583K | – | 2481 |
|
|
2021
Q1 | $583K | Buy |
+2,577
| New | +$583K | ﹤0.01% | 1313 |
|
|
2017
Q3 | – | Sell |
-2,073
| Closed | -$298K | – | 4507 |
|
|
2017
Q2 | $298K | Buy |
2,073
+1,961
| +1,751% | +$282K | ﹤0.01% | 1283 |
|
|
2017
Q1 | $17K | Sell |
112
-660
| -85% | -$100K | ﹤0.01% | 3225 |
|
|
2016
Q4 | $116K | Sell |
772
-4,389
| -85% | -$659K | ﹤0.01% | 1754 |
|
|
2016
Q3 | $611K | Buy |
5,161
+34
| +0.7% | +$4.03K | ﹤0.01% | 790 |
|
|
2016
Q2 | $640K | Hold |
5,127
| – | – | ﹤0.01% | 674 |
|
|
2016
Q1 | $698K | Buy |
5,127
+775
| +18% | +$106K | 0.01% | 618 |
|
|
2015
Q4 | $667K | Sell |
4,352
-36
| -0.8% | -$5.52K | 0.01% | 635 |
|
|
2015
Q3 | $604K | Buy |
+4,388
| New | +$604K | 0.01% | 665 |
|
|
2015
Q2 | – | Sell |
-2,242
| Closed | -$291K | – | 3979 |
|
|
2015
Q1 | $291K | Sell |
2,242
-557
| -20% | -$72.3K | ﹤0.01% | 1008 |
|
|
2014
Q4 | $353K | Buy |
2,799
+1,059
| +61% | +$134K | ﹤0.01% | 853 |
|
|
2014
Q3 | $195K | Buy |
1,740
+740
| +74% | +$82.9K | ﹤0.01% | 1068 |
|
|
2014
Q2 | $126K | Buy |
1,000
+846
| +549% | +$107K | ﹤0.01% | 1282 |
|
|
2014
Q1 | $19K | Buy |
154
+14
| +10% | +$1.73K | ﹤0.01% | 2396 |
|
|
2013
Q4 | $15K | Hold |
140
| – | – | ﹤0.01% | 2375 |
|
|
2013
Q3 | $13K | Buy |
+140
| New | +$13K | ﹤0.01% | 2343 |
|