Creative Planning’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
27,741
+1,636
| +6% | +$32.9K | ﹤0.01% | 2360 |
|
|
2025
Q1 | $515K | Buy |
26,105
+3,301
| +14% | +$65.2K | ﹤0.01% | 2250 |
|
|
2024
Q4 | $440K | Buy |
22,804
+607
| +3% | +$11.7K | ﹤0.01% | 2339 |
|
|
2024
Q3 | $412K | Buy |
22,197
+221
| +1% | +$4.1K | ﹤0.01% | 2270 |
|
|
2024
Q2 | $425K | Buy |
+21,976
| New | +$425K | ﹤0.01% | 2060 |
|
|
2023
Q4 | – | Sell |
-957
| Closed | -$27.1K | – | 2970 |
|
|
2023
Q3 | $27.1K | Buy |
+957
| New | +$27.1K | ﹤0.01% | 2536 |
|
|
2021
Q2 | – | Sell |
-4,107
| Closed | -$313K | – | 2286 |
|
|
2021
Q1 | $313K | Buy |
+4,107
| New | +$313K | ﹤0.01% | 1749 |
|