Creative Planning’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
27,644
+5,842
| +27% | +$476K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $1.75M | Buy |
21,802
+1,750
| +9% | +$140K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $1.6M | Sell |
20,052
-6,347
| -24% | -$507K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $2.08M | Buy |
26,399
+2,394
| +10% | +$189K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $1.71M | Buy |
24,005
+6,256
| +35% | +$445K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $1.32M | Buy |
17,749
+1,031
| +6% | +$76.5K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $1.14M | Buy |
16,718
+1,509
| +10% | +$103K | ﹤0.01% | 1159 |
|
|
2023
Q3 | $869K | Sell |
15,209
-1,690
| -10% | -$96.6K | ﹤0.01% | 1231 |
|
|
2023
Q2 | $1.09M | Sell |
16,899
-203
| -1% | -$13.1K | ﹤0.01% | 1088 |
|
|
2023
Q1 | $1.18M | Sell |
17,102
-1,545
| -8% | -$106K | ﹤0.01% | 993 |
|
|
2022
Q4 | $1.29M | Buy |
18,647
+964
| +5% | +$66.7K | ﹤0.01% | 914 |
|
|
2022
Q3 | $1.02M | Buy |
17,683
+766
| +5% | +$44.2K | ﹤0.01% | 954 |
|
|
2022
Q2 | $1.17M | Buy |
16,917
+714
| +4% | +$49.3K | ﹤0.01% | 903 |
|
|
2022
Q1 | $1.07M | Buy |
16,203
+788
| +5% | +$51.8K | ﹤0.01% | 952 |
|
|
2021
Q4 | $1.09M | Buy |
15,415
+5,220
| +51% | +$370K | ﹤0.01% | 917 |
|
|
2021
Q3 | $614K | Buy |
10,195
+466
| +5% | +$28.1K | ﹤0.01% | 1189 |
|
|
2021
Q2 | $521K | Sell |
9,729
-2,615
| -21% | -$140K | ﹤0.01% | 1255 |
|
|
2021
Q1 | $630K | Buy |
12,344
+182
| +1% | +$9.29K | ﹤0.01% | 1261 |
|
|
2020
Q4 | $597K | Sell |
12,162
-1,049
| -8% | -$51.5K | ﹤0.01% | 1190 |
|
|
2020
Q3 | $557K | Buy |
13,211
+3,973
| +43% | +$168K | ﹤0.01% | 1068 |
|
|
2020
Q2 | $359K | Sell |
9,238
-12
| -0.1% | -$466 | ﹤0.01% | 1189 |
|
|
2020
Q1 | $362K | Sell |
9,250
-547
| -6% | -$21.4K | ﹤0.01% | 1089 |
|
|
2019
Q4 | $451K | Buy |
9,797
+14
| +0.1% | +$644 | ﹤0.01% | 1161 |
|
|
2019
Q3 | $468K | Sell |
9,783
-4,879
| -33% | -$233K | ﹤0.01% | 1102 |
|
|
2019
Q2 | $686K | Sell |
14,662
-972
| -6% | -$45.5K | ﹤0.01% | 912 |
|
|
2019
Q1 | $628K | Sell |
15,634
-85
| -0.5% | -$3.41K | ﹤0.01% | 923 |
|
|
2018
Q4 | $633K | Sell |
15,719
-561
| -3% | -$22.6K | ﹤0.01% | 846 |
|
|
2018
Q3 | $720K | Sell |
16,280
-186
| -1% | -$8.23K | ﹤0.01% | 896 |
|
|
2018
Q2 | $589K | Sell |
16,466
-486
| -3% | -$17.4K | ﹤0.01% | 974 |
|
|
2018
Q1 | $640K | Buy |
16,952
+1,534
| +10% | +$57.9K | ﹤0.01% | 947 |
|
|
2017
Q4 | $575K | Buy |
15,418
+121
| +0.8% | +$4.51K | ﹤0.01% | 986 |
|
|
2017
Q3 | $528K | Buy |
15,297
+737
| +5% | +$25.4K | ﹤0.01% | 1026 |
|
|
2017
Q2 | $487K | Buy |
14,560
+6
| +0% | +$201 | ﹤0.01% | 1015 |
|
|
2017
Q1 | $449K | Sell |
14,554
-4,211
| -22% | -$130K | ﹤0.01% | 1035 |
|
|
2016
Q4 | $533K | Sell |
18,765
-46
| -0.2% | -$1.31K | ﹤0.01% | 886 |
|
|
2016
Q3 | $499K | Buy |
18,811
+291
| +2% | +$7.72K | ﹤0.01% | 889 |
|
|
2016
Q2 | $501K | Buy |
18,520
+2,426
| +15% | +$65.6K | ﹤0.01% | 778 |
|
|
2016
Q1 | $397K | Sell |
16,094
-43
| -0.3% | -$1.06K | ﹤0.01% | 845 |
|
|
2015
Q4 | $420K | Buy |
16,137
+2,842
| +21% | +$74K | ﹤0.01% | 839 |
|
|
2015
Q3 | $360K | Sell |
13,295
-1,538
| -10% | -$41.6K | ﹤0.01% | 881 |
|
|
2015
Q2 | $437K | Buy |
14,833
+3,390
| +30% | +$99.9K | ﹤0.01% | 705 |
|
|
2015
Q1 | $298K | Buy |
11,443
+1,087
| +10% | +$28.3K | ﹤0.01% | 990 |
|
|
2014
Q4 | $235K | Sell |
10,356
-151
| -1% | -$3.43K | ﹤0.01% | 1039 |
|
|
2014
Q3 | $222K | Buy |
10,507
+1,168
| +13% | +$24.7K | ﹤0.01% | 999 |
|
|
2014
Q2 | $194K | Sell |
9,339
-3,443
| -27% | -$71.5K | ﹤0.01% | 1048 |
|
|
2014
Q1 | $254K | Buy |
12,782
+408
| +3% | +$8.11K | ﹤0.01% | 888 |
|
|
2013
Q4 | $224K | Buy |
12,374
+8
| +0.1% | +$145 | ﹤0.01% | 817 |
|
|
2013
Q3 | $230K | Sell |
12,366
-243
| -2% | -$4.52K | ﹤0.01% | 706 |
|
|
2013
Q2 | $227K | Buy |
+12,609
| New | +$227K | 0.01% | 643 |
|