Creative Planning’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
28,116
+7,493
| +36% | +$778K | ﹤0.01% | 1048 |
|
|
2025
Q1 | $1.94M | Buy |
20,623
+5,121
| +33% | +$483K | ﹤0.01% | 1190 |
|
|
2024
Q4 | $1.64M | Buy |
15,502
+850
| +6% | +$90.2K | ﹤0.01% | 1261 |
|
|
2024
Q3 | $1.38M | Sell |
14,652
-239
| -2% | -$22.4K | ﹤0.01% | 1290 |
|
|
2024
Q2 | $1.25M | Buy |
14,891
+1,335
| +10% | +$112K | ﹤0.01% | 1258 |
|
|
2024
Q1 | $1.06M | Buy |
13,556
+5,797
| +75% | +$453K | ﹤0.01% | 1295 |
|
|
2023
Q4 | $537K | Buy |
7,759
+1,886
| +32% | +$130K | ﹤0.01% | 1663 |
|
|
2023
Q3 | $361K | Buy |
5,873
+302
| +5% | +$18.6K | ﹤0.01% | 1784 |
|
|
2023
Q2 | $332K | Buy |
5,571
+470
| +9% | +$28K | ﹤0.01% | 1822 |
|
|
2023
Q1 | $301K | Buy |
5,101
+1,188
| +30% | +$70.2K | ﹤0.01% | 1814 |
|
|
2022
Q4 | $228K | Buy |
+3,913
| New | +$228K | ﹤0.01% | 1917 |
|
|
2017
Q3 | – | Sell |
-204
| Closed | -$6K | – | 3298 |
|
|
2017
Q2 | $6K | Buy |
204
+84
| +70% | +$2.47K | ﹤0.01% | 3868 |
|
|
2017
Q1 | $4K | Hold |
120
| – | – | ﹤0.01% | 4005 |
|
|
2016
Q4 | $4K | Buy |
120
+15
| +14% | +$500 | ﹤0.01% | 3971 |
|
|
2016
Q3 | $3K | Sell |
105
-81
| -44% | -$2.31K | ﹤0.01% | 4008 |
|
|
2016
Q2 | $4K | Buy |
+186
| New | +$4K | ﹤0.01% | 3691 |
|
|
2015
Q4 | – | Sell |
-861
| Closed | -$24K | – | 4400 |
|
|
2015
Q3 | $24K | Buy |
+861
| New | +$24K | ﹤0.01% | 2573 |
|
|
2015
Q2 | – | Sell |
-959
| Closed | -$36K | – | 2559 |
|
|
2015
Q1 | $36K | Buy |
959
+65
| +7% | +$2.44K | ﹤0.01% | 2235 |
|
|
2014
Q4 | $30K | Hold |
894
| – | – | ﹤0.01% | 2333 |
|
|
2014
Q3 | $28K | Hold |
894
| – | – | ﹤0.01% | 2281 |
|
|
2014
Q2 | $28K | Hold |
894
| – | – | ﹤0.01% | 2257 |
|
|
2014
Q1 | $30K | Buy |
+894
| New | +$30K | ﹤0.01% | 2121 |
|