Creative Planning’s Superior Drilling Products Inc. SDPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,000
| Closed | -$14.3K | – | 3346 |
|
|
2024
Q2 | $14.3K | Hold |
11,000
| – | – | ﹤0.01% | 3002 |
|
|
2024
Q1 | $10.1K | Hold |
11,000
| – | – | ﹤0.01% | 2866 |
|
|
2023
Q4 | $7.85K | Buy |
11,000
+1,000
| +10% | +$735 | ﹤0.01% | 2722 |
|
|
2023
Q3 | $8K | Hold |
10,000
| – | – | ﹤0.01% | 2673 |
|
|
2023
Q2 | $12.3K | Hold |
10,000
| – | – | ﹤0.01% | 2535 |
|
|
2023
Q1 | $8.92K | Hold |
10,000
| – | – | ﹤0.01% | 2470 |
|
|
2022
Q4 | $9.19K | Hold |
10,000
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q3 | $7K | Hold |
10,000
| – | – | ﹤0.01% | 2251 |
|
|
2022
Q2 | $10K | Hold |
10,000
| – | – | ﹤0.01% | 2196 |
|
|
2022
Q1 | $11K | Hold |
10,000
| – | – | ﹤0.01% | 2191 |
|
|
2021
Q4 | $7K | Hold |
10,000
| – | – | ﹤0.01% | 2067 |
|
|
2021
Q3 | $18K | Hold |
10,000
| – | – | ﹤0.01% | 2053 |
|
|
2021
Q2 | $9K | Hold |
10,000
| – | – | ﹤0.01% | 2019 |
|
|
2021
Q1 | $9K | Hold |
10,000
| – | – | ﹤0.01% | 2489 |
|
|
2020
Q4 | $6K | Hold |
10,000
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q3 | $4K | Hold |
10,000
| – | – | ﹤0.01% | 2063 |
|
|
2020
Q2 | $7K | Hold |
10,000
| – | – | ﹤0.01% | 1900 |
|
|
2020
Q1 | $3K | Sell |
10,000
-200
| -2% | -$125 | ﹤0.01% | 1815 |
|
|
2019
Q4 | $8K | Hold |
10,200
| – | – | ﹤0.01% | 1923 |
|
|
2019
Q3 | $10K | Hold |
10,200
| – | – | ﹤0.01% | 1905 |
|
|
2019
Q2 | $10K | Hold |
10,200
| – | – | ﹤0.01% | 1935 |
|
|
2019
Q1 | $13K | Hold |
10,200
| – | – | ﹤0.01% | 1867 |
|
|
2018
Q4 | $12K | Buy |
+10,200
| New | +$27K | ﹤0.01% | 1822 |
|
Creative Planning's SDPI Position: Q3 2024 in Review
Creative Planning sold out of Superior Drilling Products Inc. (SDPI) in Q3 2024, closing a stake of 11,000 shares — an estimated $14.3K sold.
Creative Planning first reported a position in SDPI in Q4 2018 and held it in 23 quarters. The position peaked at $18K in Q3 2021. 0 funds tracked by Wall St. Rank hold SDPI as of Q3 2024.
- Creative Planning reported no remaining Superior Drilling Products Inc. position as of Q3 2024 after selling out during the quarter.
- Creative Planning sold 11,000 Superior Drilling Products Inc. shares in Q3 2024, an estimated $14.3K.
- Creative Planning first reported a position in Superior Drilling Products Inc. in Q4 2018 and held it in 23 quarters.
- Creative Planning's Superior Drilling Products Inc. position peaked at $18K in Q3 2021.
- 0 funds tracked by Wall St. Rank held Superior Drilling Products Inc. as of Q3 2024.
Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.