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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
|
|||||
|
2025
Q1 | $1.94M | Buy |
|
|||||
|
2024
Q4 | $1.64M | Buy |
|
|||||
|
2024
Q3 | $1.38M | Sell |
|
|||||
|
2024
Q2 | $1.25M | Buy |
|
|||||
|
2024
Q1 | $1.06M | Buy |
|
|||||
|
2023
Q4 | $537K | Buy |
|
|||||
|
2023
Q3 | $361K | Buy |
|
|||||
|
2023
Q2 | $332K | Buy |
|
|||||
|
2023
Q1 | $301K | Buy |
|
|||||
|
2022
Q4 | $228K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $6K | Buy |
|
|||||
|
2017
Q1 | $4K | Hold |
|
|||||
|
2016
Q4 | $4K | Buy |
|
|||||
|
2016
Q3 | $3K | Sell |
|
|||||
|
2016
Q2 | $4K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $24K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $36K | Buy |
|
|||||
|
2014
Q4 | $30K | Hold |
|
|||||
|
2014
Q3 | $28K | Hold |
|
|||||
|
2014
Q2 | $28K | Hold |
|
|||||
|
2014
Q1 | $30K | Buy |
|