Creative Planning’s Sea Limited SE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.3M | Buy |
63,951
+10,483
| +20% | +$1.12M | ﹤0.01% | 1150 |
|
|
2025
Q4 | $6.82M | Sell |
53,468
-2,953
| -5% | -$437K | ﹤0.01% | 807 |
|
|
2025
Q3 | $10.1M | Buy |
56,421
+6,528
| +13% | +$1.12M | 0.01% | 554 |
|
|
2025
Q2 | $7.98M | Buy |
49,893
+963
| +2% | +$139K | 0.01% | 585 |
|
|
2025
Q1 | $6.38M | Buy |
48,930
+8,406
| +21% | +$1.04M | 0.01% | 629 |
|
|
2024
Q4 | $4.3M | Buy |
40,524
+7,158
| +21% | +$752K | ﹤0.01% | 716 |
|
|
2024
Q3 | $3.15M | Sell |
33,366
-575
| -2% | -$43.4K | ﹤0.01% | 838 |
|
|
2024
Q2 | $2.42M | Sell |
33,941
-2,919
| -8% | -$193K | ﹤0.01% | 910 |
|
|
2024
Q1 | $1.98M | Buy |
36,860
+9,955
| +37% | +$458K | ﹤0.01% | 957 |
|
|
2023
Q4 | $1.09M | Buy |
26,905
+6,676
| +33% | +$272K | ﹤0.01% | 1184 |
|
|
2023
Q3 | $889K | Sell |
20,229
-1,516
| -7% | -$74.1K | ﹤0.01% | 1222 |
|
|
2023
Q2 | $1.26M | Buy |
21,745
+1,954
| +10% | +$139K | ﹤0.01% | 1010 |
|
|
2023
Q1 | $1.71M | Sell |
19,791
-5,342
| -21% | -$365K | ﹤0.01% | 840 |
|
|
2022
Q4 | $1.31M | Buy |
25,133
+5,275
| +27% | +$284K | ﹤0.01% | 911 |
|
|
2022
Q3 | $1.11M | Buy |
19,858
+4,019
| +25% | +$280K | ﹤0.01% | 924 |
|
|
2022
Q2 | $1.06M | Buy |
15,839
+2,856
| +22% | +$243K | ﹤0.01% | 951 |
|
|
2022
Q1 | $1.55M | Buy |
12,983
+4,564
| +54% | +$643K | ﹤0.01% | 802 |
|
|
2021
Q4 | $1.88M | Buy |
8,419
+549
| +7% | +$164K | ﹤0.01% | 705 |
|
|
2021
Q3 | $2.51M | Sell |
7,870
-236
| -3% | -$72.4K | ﹤0.01% | 618 |
|
|
2021
Q2 | $2.23M | Sell |
8,106
-3,295
| -29% | -$836K | ﹤0.01% | 635 |
|
|
2021
Q1 | $2.54M | Buy |
11,401
+1,061
| +10% | +$246K | 0.01% | 624 |
|
|
2020
Q4 | $2.06M | Buy |
10,340
+1,753
| +20% | +$312K | ﹤0.01% | 661 |
|
|
2020
Q3 | $1.32M | Buy |
8,587
+588
| +7% | +$79.4K | ﹤0.01% | 701 |
|
|
2020
Q2 | $858K | Sell |
7,999
-1,458
| -15% | -$106K | ﹤0.01% | 797 |
|
|
2020
Q1 | $419K | Buy |
+9,457
| New | +$424K | ﹤0.01% | 1039 |
|
Other funds holding SE
