Creative Planning’s Sadot Group SDOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,677
Closed -$7.11K 3642
2024
Q3
$7.11K Hold
1,677
﹤0.01% 3176
2024
Q2
$6.4K Hold
1,677
﹤0.01% 2983
2024
Q1
$5.02K Sell
1,677
-61
-4% -$182 ﹤0.01% 2840
2023
Q4
$6.96K Sell
1,738
-350
-17% -$1.4K ﹤0.01% 2704
2023
Q3
$14.6K Buy
2,088
+345
+20% +$2.41K ﹤0.01% 2585
2023
Q2
$20.7K Hold
1,743
﹤0.01% 2477
2023
Q1
$18.6K Hold
1,743
﹤0.01% 2381
2022
Q4
$15.9K Hold
1,743
﹤0.01% 2293
2022
Q3
$7K Hold
1,743
﹤0.01% 2196
2022
Q2
$7K Hold
1,743
﹤0.01% 2162
2022
Q1
$9K Hold
1,743
﹤0.01% 2168
2021
Q4
$13K Hold
1,743
﹤0.01% 2051
2021
Q3
$20K Buy
+1,743
New +$20K ﹤0.01% 2025