Creative Planning’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $125K | Buy |
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|
2023
Q3 | $130K | Buy |
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|
2023
Q2 | $148K | Buy |
|
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|
2023
Q1 | $140K | Sell |
|
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|
2022
Q4 | $175K | Buy |
|
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|
2022
Q3 | $118K | Sell |
|
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $142K | Buy |
|
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $153K | Sell |
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|
2019
Q3 | $157K | Buy |
|
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|
2019
Q2 | $166K | Buy |
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|
2019
Q1 | $159K | Buy |
|
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|
2018
Q4 | $99K | Sell |
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|
2018
Q3 | $128K | Sell |
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|
2018
Q2 | $133K | Buy |
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|
2018
Q1 | $122K | Buy |
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|
2017
Q4 | $141K | Sell |
|
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|
2017
Q3 | $154K | Buy |
|
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|
2017
Q2 | $147K | Buy |
|
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|
2017
Q1 | $120K | Sell |
|
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|
2016
Q4 | $207K | Buy |
|
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|
2016
Q3 | $184K | Sell |
|
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|
2016
Q2 | $353K | Sell |
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|
2016
Q1 | $344K | Buy |
|
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|
2015
Q4 | $298K | Buy |
|
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|
2015
Q3 | $315K | Buy |
|
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|
2015
Q2 | $326K | Sell |
|
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|
2015
Q1 | $324K | Buy |
|
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|
2014
Q4 | $137K | Buy |
|
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|
2014
Q3 | $87K | Sell |
|
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|
2014
Q2 | $95K | Buy |
|
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|
2014
Q1 | $87K | Buy |
|
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|
2013
Q4 | $77K | Buy |
|
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|
2013
Q3 | $71K | Buy |
|
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|
2013
Q2 | $70K | Buy |
|