Creative Planning’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
20,186
+2,673
| +15% | +$29.7K | ﹤0.01% | 3133 |
|
|
2025
Q1 | $204K | Sell |
17,513
-2,399
| -12% | -$28K | ﹤0.01% | 3043 |
|
|
2024
Q4 | $272K | Buy |
19,912
+1,871
| +10% | +$25.6K | ﹤0.01% | 2732 |
|
|
2024
Q3 | $301K | Sell |
18,041
-703
| -4% | -$11.7K | ﹤0.01% | 2514 |
|
|
2024
Q2 | $222K | Buy |
18,744
+5,656
| +43% | +$67.1K | ﹤0.01% | 2587 |
|
|
2024
Q1 | $157K | Buy |
+13,088
| New | +$157K | ﹤0.01% | 2611 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$305 | – | 2669 |
|
|
2023
Q1 | $305 | Buy |
+17
| New | +$305 | ﹤0.01% | 2511 |
|