Creative Planning’s SFL Corp SFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $810K | Sell |
75,052
-1,995
| -3% | -$19.3K | ﹤0.01% | 2633 |
|
|
2025
Q4 | $602K | Buy |
77,047
+6,640
| +9% | +$51K | ﹤0.01% | 2682 |
|
|
2025
Q3 | $530K | Buy |
70,407
+260
| +0.4% | +$2.24K | ﹤0.01% | 2662 |
|
|
2025
Q2 | $584K | Buy |
70,147
+7,767
| +12% | +$64.4K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $512K | Sell |
62,380
-4,255
| -6% | -$41.1K | ﹤0.01% | 2263 |
|
|
2024
Q4 | $681K | Buy |
66,635
+8,917
| +15% | +$95.2K | ﹤0.01% | 1948 |
|
|
2024
Q3 | $668K | Sell |
57,718
-426
| -0.7% | -$5.1K | ﹤0.01% | 1849 |
|
|
2024
Q2 | $807K | Sell |
58,144
-55,933
| -49% | -$757K | ﹤0.01% | 1573 |
|
|
2024
Q1 | $1.5M | Buy |
+114,077
| New | +$1.44M | ﹤0.01% | 1097 |
|
|
2023
Q3 | – | Sell |
-12,838
| Closed | -$120K | – | 3018 |
|
|
2023
Q2 | $120K | Buy |
+12,838
| New | +$116K | ﹤0.01% | 2317 |
|
|
2022
Q4 | – | Sell |
-20,024
| Closed | -$182K | – | 2595 |
|
|
2022
Q3 | $182K | Sell |
20,024
-100
| -0.5% | -$1.01K | ﹤0.01% | 1937 |
|
|
2022
Q2 | $191K | Buy |
20,124
+4,745
| +31% | +$49.4K | ﹤0.01% | 1891 |
|
|
2022
Q1 | $157K | Buy |
+15,379
| New | +$142K | ﹤0.01% | 1930 |
|
|
2020
Q2 | – | Sell |
-10,943
| Closed | -$104K | – | 2118 |
|
|
2020
Q1 | $104K | Sell |
10,943
-15,200
| -58% | -$188K | ﹤0.01% | 1524 |
|
|
2019
Q4 | $380K | Buy |
+26,143
| New | +$378K | ﹤0.01% | 1263 |
|
|
2019
Q2 | – | Sell |
-10,472
| Closed | -$129K | – | 2111 |
|
|
2019
Q1 | $129K | Sell |
10,472
-38
| -0.4% | -$459 | ﹤0.01% | 1665 |
|
|
2018
Q4 | $111K | Sell |
10,510
-9,815
| -48% | -$123K | ﹤0.01% | 1615 |
|
|
2018
Q3 | $283K | Sell |
20,325
-1,658
| -8% | -$23.9K | ﹤0.01% | 1440 |
|
|
2018
Q2 | $329K | Sell |
21,983
-32
| -0.1% | -$468 | ﹤0.01% | 1320 |
|
|
2018
Q1 | $315K | Sell |
22,015
-18,015
| -45% | -$270K | ﹤0.01% | 1321 |
|
|
2017
Q4 | $620K | Sell |
40,030
-16,531
| -29% | -$248K | ﹤0.01% | 951 |
|
|
2017
Q3 | $820K | Buy |
56,561
+8,072
| +17% | +$110K | ﹤0.01% | 806 |
|
|
2017
Q2 | $659K | Buy |
48,489
+3,896
| +9% | +$53.1K | ﹤0.01% | 878 |
|
|
2017
Q1 | $656K | Sell |
44,593
-992
| -2% | -$14.8K | ﹤0.01% | 840 |
|
|
2016
Q4 | $677K | Buy |
45,585
+2,190
| +5% | +$30.7K | ﹤0.01% | 791 |
|
|
2016
Q3 | $639K | Buy |
43,395
+15,604
| +56% | +$234K | ﹤0.01% | 769 |
|
|
2016
Q2 | $410K | Sell |
27,791
-18,947
| -41% | -$282K | ﹤0.01% | 879 |
|
|
2016
Q1 | $649K | Buy |
46,738
+20,329
| +77% | +$273K | 0.01% | 656 |
|
|
2015
Q4 | $438K | Sell |
26,409
-15,072
| -36% | -$253K | ﹤0.01% | 825 |
|
|
2015
Q3 | $674K | Sell |
41,481
-1,200
| -3% | -$19.6K | 0.01% | 622 |
|
|
2015
Q2 | $697K | Sell |
42,681
-585
| -1% | -$9.36K | 0.01% | 577 |
|
|
2015
Q1 | $640K | Buy |
43,266
+26,013
| +151% | +$386K | 0.01% | 633 |
|
|
2014
Q4 | $244K | Sell |
17,253
-4,607
| -21% | -$73.8K | ﹤0.01% | 1023 |
|
|
2014
Q3 | $370K | Sell |
21,860
-910
| -4% | -$16.9K | ﹤0.01% | 776 |
|
|
2014
Q2 | $423K | Buy |
22,770
+70
| +0.3% | +$1.25K | 0.01% | 710 |
|
|
2014
Q1 | $408K | Buy |
22,700
+9,301
| +69% | +$161K | 0.01% | 709 |
|
|
2013
Q4 | $219K | Buy |
13,399
+5,600
| +72% | +$91.4K | ﹤0.01% | 824 |
|
|
2013
Q3 | $119K | Sell |
7,799
-200
| -3% | -$3.13K | ﹤0.01% | 1017 |
|
|
2013
Q2 | $119K | Buy |
+7,999
| New | +$134K | ﹤0.01% | 896 |
|
Other funds holding SFL
BCM
Creative Planning's SFL Position: Q1 2026 in Review
Creative Planning reduced its SFL Corp (SFL) stake by 2.6% in Q1 2026, selling an estimated $19.3K and leaving 75,052 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #2633.
Creative Planning first reported a position in SFL in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.5M in Q1 2024. 215 funds tracked by Wall St. Rank hold SFL as of Q1 2026.
- Creative Planning held 75,052 shares of SFL Corp worth $810K as of Q1 2026.
- Creative Planning sold 1,995 SFL Corp shares in Q1 2026, an estimated $19.3K.
- SFL Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2633 holding.
- Creative Planning first reported a position in SFL Corp in Q2 2013 and has held it in 39 quarters since.
- Creative Planning's SFL Corp position peaked at $1.5M in Q1 2024.
- 215 funds tracked by Wall St. Rank held SFL Corp as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.