Creative Planning’s SFL Corp SFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
70,147
+7,767
| +12% | +$64.7K | ﹤0.01% | 2317 |
|
|
2025
Q1 | $512K | Sell |
62,380
-4,255
| -6% | -$34.9K | ﹤0.01% | 2258 |
|
|
2024
Q4 | $681K | Buy |
66,635
+8,917
| +15% | +$91.1K | ﹤0.01% | 1942 |
|
|
2024
Q3 | $668K | Sell |
57,718
-426
| -0.7% | -$4.93K | ﹤0.01% | 1849 |
|
|
2024
Q2 | $807K | Sell |
58,144
-55,933
| -49% | -$776K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $1.5M | Buy |
+114,077
| New | +$1.5M | ﹤0.01% | 1094 |
|
|
2023
Q3 | – | Sell |
-12,838
| Closed | -$120K | – | 2898 |
|
|
2023
Q2 | $120K | Buy |
+12,838
| New | +$120K | ﹤0.01% | 2305 |
|
|
2022
Q4 | – | Sell |
-20,024
| Closed | -$182K | – | 2463 |
|
|
2022
Q3 | $182K | Sell |
20,024
-100
| -0.5% | -$909 | ﹤0.01% | 1924 |
|
|
2022
Q2 | $191K | Buy |
20,124
+4,745
| +31% | +$45K | ﹤0.01% | 1883 |
|
|
2022
Q1 | $157K | Buy |
+15,379
| New | +$157K | ﹤0.01% | 1927 |
|
|
2020
Q2 | – | Sell |
-10,943
| Closed | -$104K | – | 1897 |
|
|
2020
Q1 | $104K | Sell |
10,943
-15,200
| -58% | -$144K | ﹤0.01% | 1506 |
|
|
2019
Q4 | $380K | Buy |
+26,143
| New | +$380K | ﹤0.01% | 1254 |
|
|
2019
Q2 | – | Sell |
-10,472
| Closed | -$129K | – | 1951 |
|
|
2019
Q1 | $129K | Sell |
10,472
-38
| -0.4% | -$468 | ﹤0.01% | 1651 |
|
|
2018
Q4 | $111K | Sell |
10,510
-9,815
| -48% | -$104K | ﹤0.01% | 1607 |
|
|
2018
Q3 | $283K | Sell |
20,325
-1,658
| -8% | -$23.1K | ﹤0.01% | 1428 |
|
|
2018
Q2 | $329K | Sell |
21,983
-32
| -0.1% | -$479 | ﹤0.01% | 1310 |
|
|
2018
Q1 | $315K | Sell |
22,015
-18,015
| -45% | -$258K | ﹤0.01% | 1309 |
|
|
2017
Q4 | $620K | Sell |
40,030
-16,531
| -29% | -$256K | ﹤0.01% | 943 |
|
|
2017
Q3 | $820K | Buy |
56,561
+8,072
| +17% | +$117K | ﹤0.01% | 800 |
|
|
2017
Q2 | $659K | Buy |
48,489
+3,896
| +9% | +$52.9K | ﹤0.01% | 872 |
|
|
2017
Q1 | $656K | Sell |
44,593
-992
| -2% | -$14.6K | ﹤0.01% | 836 |
|
|
2016
Q4 | $677K | Buy |
45,585
+2,190
| +5% | +$32.5K | ﹤0.01% | 788 |
|
|
2016
Q3 | $639K | Buy |
43,395
+15,604
| +56% | +$230K | ﹤0.01% | 765 |
|
|
2016
Q2 | $410K | Sell |
27,791
-18,947
| -41% | -$280K | ﹤0.01% | 877 |
|
|
2016
Q1 | $649K | Buy |
46,738
+20,329
| +77% | +$282K | 0.01% | 655 |
|
|
2015
Q4 | $438K | Sell |
26,409
-15,072
| -36% | -$250K | ﹤0.01% | 820 |
|
|
2015
Q3 | $674K | Sell |
41,481
-1,200
| -3% | -$19.5K | 0.01% | 621 |
|
|
2015
Q2 | $697K | Sell |
42,681
-585
| -1% | -$9.55K | 0.01% | 575 |
|
|
2015
Q1 | $640K | Buy |
43,266
+26,013
| +151% | +$385K | 0.01% | 632 |
|
|
2014
Q4 | $244K | Sell |
17,253
-4,607
| -21% | -$65.2K | ﹤0.01% | 1019 |
|
|
2014
Q3 | $370K | Sell |
21,860
-910
| -4% | -$15.4K | ﹤0.01% | 775 |
|
|
2014
Q2 | $423K | Buy |
22,770
+70
| +0.3% | +$1.3K | 0.01% | 709 |
|
|
2014
Q1 | $408K | Buy |
22,700
+9,301
| +69% | +$167K | 0.01% | 709 |
|
|
2013
Q4 | $219K | Buy |
13,399
+5,600
| +72% | +$91.5K | ﹤0.01% | 824 |
|
|
2013
Q3 | $119K | Sell |
7,799
-200
| -3% | -$3.05K | ﹤0.01% | 1017 |
|
|
2013
Q2 | $119K | Buy |
+7,999
| New | +$119K | ﹤0.01% | 896 |
|