Creative Planning’s STANCORP FINL GRP SFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-696
| Closed | -$79K | – | 4588 |
|
|
2015
Q4 | $79K | Hold |
696
| – | – | ﹤0.01% | 1766 |
|
|
2015
Q3 | $79K | Buy |
+696
| New | +$79K | ﹤0.01% | 1723 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$69K | – | 3761 |
|
|
2015
Q1 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 1781 |
|
|
2014
Q4 | $70K | Hold |
1,000
| – | – | ﹤0.01% | 1763 |
|
|
2014
Q3 | $63K | Buy |
1,000
+524
| +110% | +$33K | ﹤0.01% | 1754 |
|
|
2014
Q2 | $30K | Hold |
476
| – | – | ﹤0.01% | 2212 |
|
|
2014
Q1 | $32K | Hold |
476
| – | – | ﹤0.01% | 2092 |
|
|
2013
Q4 | $32K | Hold |
476
| – | – | ﹤0.01% | 1914 |
|
|
2013
Q3 | $26K | Hold |
476
| – | – | ﹤0.01% | 1949 |
|
|
2013
Q2 | $24K | Buy |
+476
| New | +$24K | ﹤0.01% | 1833 |
|