Creative Planning’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Buy |
70,509
+10,176
| +17% | +$139K | ﹤0.01% | 1877 |
|
|
2025
Q1 | $758K | Sell |
60,333
-7,428
| -11% | -$93.4K | ﹤0.01% | 1942 |
|
|
2024
Q4 | $854K | Buy |
67,761
+368
| +0.5% | +$4.64K | ﹤0.01% | 1758 |
|
|
2024
Q3 | $951K | Sell |
67,393
-2,473
| -4% | -$34.9K | ﹤0.01% | 1554 |
|
|
2024
Q2 | $1.14M | Buy |
69,866
+70
| +0.1% | +$1.14K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $1.21M | Sell |
69,796
-404
| -0.6% | -$7.02K | ﹤0.01% | 1209 |
|
|
2023
Q4 | $1.52M | Sell |
70,200
-571
| -0.8% | -$12.3K | ﹤0.01% | 1032 |
|
|
2023
Q3 | $1.46M | Sell |
70,771
-109
| -0.2% | -$2.25K | ﹤0.01% | 992 |
|
|
2023
Q2 | $1.38M | Sell |
70,880
-17,896
| -20% | -$348K | ﹤0.01% | 974 |
|
|
2023
Q1 | $1.69M | Sell |
88,776
-58
| -0.1% | -$1.1K | ﹤0.01% | 846 |
|
|
2022
Q4 | $1.41M | Buy |
88,834
+2,192
| +3% | +$34.8K | ﹤0.01% | 870 |
|
|
2022
Q3 | $1.48M | Buy |
86,642
+54
| +0.1% | +$919 | ﹤0.01% | 797 |
|
|
2022
Q2 | $1.92M | Hold |
86,588
| – | – | ﹤0.01% | 728 |
|
|
2022
Q1 | $2.04M | Sell |
86,588
-830
| -0.9% | -$19.6K | ﹤0.01% | 719 |
|
|
2021
Q4 | $2.23M | Hold |
87,418
| – | – | ﹤0.01% | 657 |
|
|
2021
Q3 | $2.76M | Hold |
87,418
| – | – | ﹤0.01% | 582 |
|
|
2021
Q2 | $4.24M | Sell |
87,418
-16,102
| -16% | -$781K | 0.01% | 452 |
|
|
2021
Q1 | $5.05M | Buy |
103,520
+1,168
| +1% | +$57K | 0.01% | 410 |
|
|
2020
Q4 | $4.43M | Sell |
102,352
-1,675
| -2% | -$72.4K | 0.01% | 400 |
|
|
2020
Q3 | $4.62M | Sell |
104,027
-16,541
| -14% | -$735K | 0.01% | 319 |
|
|
2020
Q2 | $5.94M | Sell |
120,568
-2,100
| -2% | -$104K | 0.02% | 258 |
|
|
2020
Q1 | $6.04M | Hold |
122,668
| – | – | 0.02% | 229 |
|
|
2019
Q4 | $5.1M | Sell |
122,668
-15,001
| -11% | -$624K | 0.02% | 291 |
|
|
2019
Q3 | $4.37M | Hold |
137,669
| – | – | 0.01% | 307 |
|
|
2019
Q2 | $5.3M | Hold |
137,669
| – | – | 0.02% | 275 |
|
|
2019
Q1 | $6.11M | Buy |
137,669
+5,175
| +4% | +$230K | 0.02% | 241 |
|
|
2018
Q4 | $5.86M | Sell |
132,494
-209
| -0.2% | -$9.25K | 0.02% | 214 |
|
|
2018
Q3 | $5.14M | Buy |
132,703
+15,066
| +13% | +$584K | 0.02% | 262 |
|
|
2018
Q2 | $3.85M | Buy |
117,637
+101,535
| +631% | +$3.32M | 0.02% | 320 |
|
|
2018
Q1 | $580K | Hold |
16,102
| – | – | ﹤0.01% | 1000 |
|
|
2017
Q4 | $544K | Sell |
16,102
-704
| -4% | -$23.8K | ﹤0.01% | 1018 |
|
|
2017
Q3 | $625K | Buy |
16,806
+704
| +4% | +$26.2K | ﹤0.01% | 935 |
|
|
2017
Q2 | $494K | Hold |
16,102
| – | – | ﹤0.01% | 1006 |
|
|
2017
Q1 | $452K | Hold |
16,102
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q4 | $440K | Buy |
16,102
+14,822
| +1,158% | +$405K | ﹤0.01% | 981 |
|
|
2016
Q3 | $35K | Buy |
+1,280
| New | +$35K | ﹤0.01% | 2615 |
|