Creative Planning’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
30,764
+7,365
| +31% | +$162K | ﹤0.01% | 2189 |
|
|
2025
Q1 | $418K | Buy |
23,399
+7,341
| +46% | +$131K | ﹤0.01% | 2457 |
|
|
2024
Q4 | $230K | Sell |
16,058
-1,230
| -7% | -$17.6K | ﹤0.01% | 2864 |
|
|
2024
Q3 | $286K | Buy |
17,288
+5,936
| +52% | +$98.2K | ﹤0.01% | 2553 |
|
|
2024
Q2 | $153K | Buy |
+11,352
| New | +$153K | ﹤0.01% | 2734 |
|
|
2019
Q2 | – | Sell |
-11,192
| Closed | -$118K | – | 1950 |
|
|
2019
Q1 | $118K | Buy |
11,192
+1,091
| +11% | +$11.5K | ﹤0.01% | 1660 |
|
|
2018
Q4 | $82K | Sell |
10,101
-85
| -0.8% | -$690 | ﹤0.01% | 1640 |
|
|
2018
Q3 | $60K | Buy |
10,186
+162
| +2% | +$954 | ﹤0.01% | 1823 |
|
|
2018
Q2 | $60K | Buy |
+10,024
| New | +$60K | ﹤0.01% | 1807 |
|
|
2017
Q3 | – | Sell |
-7,407
| Closed | -$71K | – | 3280 |
|
|
2017
Q2 | $71K | Buy |
7,407
+2,268
| +44% | +$21.7K | ﹤0.01% | 2224 |
|
|
2017
Q1 | $53K | Sell |
5,139
-7,382
| -59% | -$76.1K | ﹤0.01% | 2414 |
|
|
2016
Q4 | $109K | Buy |
12,521
+2,598
| +26% | +$22.6K | ﹤0.01% | 1799 |
|
|
2016
Q3 | $92K | Buy |
9,923
+219
| +2% | +$2.03K | ﹤0.01% | 1891 |
|
|
2016
Q2 | $87K | Hold |
9,704
| – | – | ﹤0.01% | 1753 |
|
|
2016
Q1 | $64K | Sell |
9,704
-3,600
| -27% | -$23.7K | ﹤0.01% | 1912 |
|
|
2015
Q4 | $61K | Buy |
13,304
+9,154
| +221% | +$42K | ﹤0.01% | 1936 |
|
|
2015
Q3 | $16K | Buy |
+4,150
| New | +$16K | ﹤0.01% | 2883 |
|
|
2015
Q2 | – | Sell |
-5,830
| Closed | -$32K | – | 2537 |
|
|
2015
Q1 | $32K | Buy |
5,830
+4,930
| +548% | +$27.1K | ﹤0.01% | 2312 |
|
|
2014
Q4 | $6K | Sell |
900
-443
| -33% | -$2.95K | ﹤0.01% | 3351 |
|
|
2014
Q3 | $11K | Buy |
1,343
+443
| +49% | +$3.63K | ﹤0.01% | 2862 |
|
|
2014
Q2 | $10K | Hold |
900
| – | – | ﹤0.01% | 2819 |
|
|
2014
Q1 | $8K | Buy |
900
+500
| +125% | +$4.44K | ﹤0.01% | 2815 |
|
|
2013
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 2849 |
|
|
2013
Q3 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 2811 |
|