Creative Planning’s Sabra Healthcare REIT SBRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $649K | Buy |
35,175
+5,168
| +17% | +$95.3K | ﹤0.01% | 2233 |
|
2025
Q1 | $524K | Buy |
30,007
+2,498
| +9% | +$43.6K | ﹤0.01% | 2235 |
|
2024
Q4 | $476K | Buy |
27,509
+3,225
| +13% | +$55.9K | ﹤0.01% | 2260 |
|
2024
Q3 | $452K | Buy |
24,284
+1,992
| +9% | +$37.1K | ﹤0.01% | 2195 |
|
2024
Q2 | $343K | Buy |
22,292
+487
| +2% | +$7.5K | ﹤0.01% | 2235 |
|
2024
Q1 | $322K | Sell |
21,805
-1,141
| -5% | -$16.9K | ﹤0.01% | 2180 |
|
2023
Q4 | $327K | Sell |
22,946
-999
| -4% | -$14.3K | ﹤0.01% | 2021 |
|
2023
Q3 | $334K | Buy |
23,945
+3,358
| +16% | +$46.8K | ﹤0.01% | 1839 |
|
2023
Q2 | $242K | Buy |
+20,587
| New | +$242K | ﹤0.01% | 2062 |
|
2022
Q4 | – | Sell |
-10,912
| Closed | -$143K | – | 2462 |
|
2022
Q3 | $143K | Buy |
+10,912
| New | +$143K | ﹤0.01% | 1968 |
|
2021
Q1 | – | Sell |
-11,146
| Closed | -$194K | – | 2391 |
|
2020
Q4 | $194K | Sell |
11,146
-1,572
| -12% | -$27.4K | ﹤0.01% | 1877 |
|
2020
Q3 | $175K | Sell |
12,718
-765
| -6% | -$10.5K | ﹤0.01% | 1683 |
|
2020
Q2 | $195K | Buy |
+13,483
| New | +$195K | ﹤0.01% | 1519 |
|
2020
Q1 | – | Sell |
-42,935
| Closed | -$916K | – | 1891 |
|
2019
Q4 | $916K | Sell |
42,935
-1,299
| -3% | -$27.7K | ﹤0.01% | 818 |
|
2019
Q3 | $1.02M | Buy |
44,234
+1,710
| +4% | +$39.3K | ﹤0.01% | 749 |
|
2019
Q2 | $837K | Buy |
42,524
+500
| +1% | +$9.84K | ﹤0.01% | 832 |
|
2019
Q1 | $818K | Buy |
42,024
+260
| +0.6% | +$5.06K | ﹤0.01% | 802 |
|
2018
Q4 | $688K | Buy |
41,764
+2,041
| +5% | +$33.6K | ﹤0.01% | 812 |
|
2018
Q3 | $918K | Buy |
39,723
+7,942
| +25% | +$184K | ﹤0.01% | 795 |
|
2018
Q2 | $691K | Sell |
31,781
-3,904
| -11% | -$84.9K | ﹤0.01% | 913 |
|
2018
Q1 | $630K | Buy |
35,685
+9,545
| +37% | +$169K | ﹤0.01% | 956 |
|
2017
Q4 | $491K | Sell |
26,140
-2,772
| -10% | -$52.1K | ﹤0.01% | 1068 |
|
2017
Q3 | $634K | Buy |
28,912
+12,495
| +76% | +$274K | ﹤0.01% | 929 |
|
2017
Q2 | $396K | Buy |
16,417
+2,169
| +15% | +$52.3K | ﹤0.01% | 1134 |
|
2017
Q1 | $398K | Buy |
14,248
+848
| +6% | +$23.7K | ﹤0.01% | 1111 |
|
2016
Q4 | $327K | Buy |
13,400
+3,000
| +29% | +$73.2K | ﹤0.01% | 1144 |
|
2016
Q3 | $262K | Hold |
10,400
| – | – | ﹤0.01% | 1249 |
|
2016
Q2 | $215K | Buy |
10,400
+400
| +4% | +$8.27K | ﹤0.01% | 1217 |
|
2016
Q1 | $201K | Hold |
10,000
| – | – | ﹤0.01% | 1208 |
|
2015
Q4 | $202K | Buy |
10,000
+9,800
| +4,900% | +$198K | ﹤0.01% | 1182 |
|
2015
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3579 |
|
2015
Q2 | – | Sell |
-200
| Closed | -$7K | – | 2536 |
|
2015
Q1 | $7K | Sell |
200
-410
| -67% | -$14.4K | ﹤0.01% | 3347 |
|
2014
Q4 | $19K | Buy |
+610
| New | +$19K | ﹤0.01% | 2669 |
|
2014
Q3 | – | Sell |
-233
| Closed | -$7K | – | 3972 |
|
2014
Q2 | $7K | Hold |
233
| – | – | ﹤0.01% | 2982 |
|
2014
Q1 | $6K | Hold |
233
| – | – | ﹤0.01% | 2944 |
|
2013
Q4 | $6K | Hold |
233
| – | – | ﹤0.01% | 2779 |
|
2013
Q3 | $5K | Sell |
233
-782
| -77% | -$16.8K | ﹤0.01% | 2739 |
|
2013
Q2 | $27K | Buy |
+1,015
| New | +$27K | ﹤0.01% | 1745 |
|