Creative Planning’s Stone Energy SGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,044
| Closed | -$19K | – | 4576 |
|
|
2017
Q2 | $19K | Hold |
1,044
| – | – | ﹤0.01% | 3201 |
|
|
2017
Q1 | $23K | Buy |
1,044
+528
| +102% | +$11.6K | ﹤0.01% | 3020 |
|
|
2016
Q4 | $21K | Hold |
516
| – | – | ﹤0.01% | 3031 |
|
|
2016
Q3 | $35K | Sell |
516
-5
| -1% | -$339 | ﹤0.01% | 2624 |
|
|
2016
Q2 | $36K | Hold |
521
| – | – | ﹤0.01% | 2367 |
|
|
2016
Q1 | $23K | Hold |
521
| – | – | ﹤0.01% | 2655 |
|
|
2015
Q4 | $127K | Buy |
521
+176
| +51% | +$42.9K | ﹤0.01% | 1484 |
|
|
2015
Q3 | $97K | Hold |
345
| – | – | ﹤0.01% | 1612 |
|
|
2015
Q2 | $247K | Sell |
345
-53
| -13% | -$37.9K | ﹤0.01% | 821 |
|
|
2015
Q1 | $332K | Buy |
398
+149
| +60% | +$124K | ﹤0.01% | 941 |
|
|
2014
Q4 | $238K | Hold |
249
| – | – | ﹤0.01% | 1025 |
|
|
2014
Q3 | $443K | Hold |
249
| – | – | 0.01% | 708 |
|
|
2014
Q2 | $661K | Sell |
249
-3
| -1% | -$7.96K | 0.01% | 536 |
|
|
2014
Q1 | $601K | Buy |
252
+57
| +29% | +$136K | 0.01% | 544 |
|
|
2013
Q4 | $382K | Hold |
195
| – | – | 0.01% | 599 |
|
|
2013
Q3 | $358K | Sell |
195
-44
| -18% | -$80.8K | 0.01% | 538 |
|
|
2013
Q2 | $299K | Buy |
+239
| New | +$299K | 0.01% | 544 |
|