Creative Planning’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2M | Buy |
151,185
+41,019
| +37% | +$3.26M | 0.01% | 648 |
|
|
2025
Q4 | $9.2M | Buy |
110,166
+46,071
| +72% | +$3.68M | 0.01% | 656 |
|
|
2025
Q3 | $4.85M | Buy |
64,095
+21,921
| +52% | +$1.64M | ﹤0.01% | 905 |
|
|
2025
Q2 | $2.92M | Buy |
42,174
+11,239
| +36% | +$690K | ﹤0.01% | 1051 |
|
|
2025
Q1 | $1.94M | Buy |
30,935
+7,682
| +33% | +$542K | ﹤0.01% | 1193 |
|
|
2024
Q4 | $1.64M | Buy |
23,253
+1,275
| +6% | +$91K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $1.38M | Sell |
21,978
-359
| -2% | -$20.5K | ﹤0.01% | 1290 |
|
|
2024
Q2 | $1.25M | Buy |
22,337
+2,003
| +10% | +$106K | ﹤0.01% | 1262 |
|
|
2024
Q1 | $1.06M | Buy |
20,334
+8,695
| +75% | +$428K | ﹤0.01% | 1299 |
|
|
2023
Q4 | $537K | Buy |
11,639
+2,829
| +32% | +$116K | ﹤0.01% | 1667 |
|
|
2023
Q3 | $361K | Buy |
8,810
+453
| +5% | +$19.1K | ﹤0.01% | 1788 |
|
|
2023
Q2 | $332K | Buy |
8,357
+705
| +9% | +$27.5K | ﹤0.01% | 1830 |
|
|
2023
Q1 | $301K | Buy |
7,652
+1,782
| +30% | +$74.9K | ﹤0.01% | 1821 |
|
|
2022
Q4 | $228K | Buy |
+5,870
| New | +$232K | ﹤0.01% | 1926 |
|
|
2017
Q3 | – | Sell |
-306
| Closed | -$6K | – | 3393 |
|
|
2017
Q2 | $6K | Buy |
306
+126
| +70% | +$2.59K | ﹤0.01% | 3922 |
|
|
2017
Q1 | $4K | Hold |
180
| – | – | ﹤0.01% | 4072 |
|
|
2016
Q4 | $4K | Buy |
180
+22
| +14% | +$442 | ﹤0.01% | 4063 |
|
|
2016
Q3 | $3K | Sell |
158
-121
| -43% | -$1.94K | ﹤0.01% | 4124 |
|
|
2016
Q2 | $4K | Buy |
+279
| New | +$4.15K | ﹤0.01% | 3773 |
|
|
2015
Q4 | – | Sell |
-1,292
| Closed | -$24K | – | 4559 |
|
|
2015
Q3 | $24K | Buy |
+1,292
| New | +$29.3K | ﹤0.01% | 2590 |
|
|
2015
Q2 | – | Sell |
-1,438
| Closed | -$36K | – | 2678 |
|
|
2015
Q1 | $36K | Buy |
1,438
+97
| +7% | +$2.24K | ﹤0.01% | 2253 |
|
|
2014
Q4 | $30K | Hold |
1,341
| – | – | ﹤0.01% | 2352 |
|
|
2014
Q3 | $28K | Hold |
1,341
| – | – | ﹤0.01% | 2304 |
|
|
2014
Q2 | $28K | Hold |
1,341
| – | – | ﹤0.01% | 2284 |
|
|
2014
Q1 | $30K | Buy |
+1,341
| New | +$28.5K | ﹤0.01% | 2139 |
|
Other funds holding SF
VPM
VCM
