Creative Planning’s Selective Insurance SIGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.02M | Sell |
66,544
-11,061
| -14% | -$905K | ﹤0.01% | 1198 |
|
|
2025
Q4 | $6.49M | Buy |
77,605
+5,018
| +7% | +$403K | ﹤0.01% | 833 |
|
|
2025
Q3 | $5.88M | Buy |
72,587
+15,696
| +28% | +$1.27M | ﹤0.01% | 781 |
|
|
2025
Q2 | $4.93M | Buy |
56,891
+12,591
| +28% | +$1.1M | ﹤0.01% | 766 |
|
|
2025
Q1 | $4.06M | Sell |
44,300
-185
| -0.4% | -$16.2K | ﹤0.01% | 796 |
|
|
2024
Q4 | $4.16M | Buy |
44,485
+8,031
| +22% | +$769K | ﹤0.01% | 732 |
|
|
2024
Q3 | $3.4M | Buy |
36,454
+3,943
| +12% | +$356K | ﹤0.01% | 800 |
|
|
2024
Q2 | $3.05M | Sell |
32,511
-17
| -0.1% | -$1.67K | ﹤0.01% | 817 |
|
|
2024
Q1 | $3.55M | Buy |
32,528
+3,749
| +13% | +$386K | ﹤0.01% | 732 |
|
|
2023
Q4 | $2.86M | Buy |
28,779
+1,208
| +4% | +$124K | 0.01% | 762 |
|
|
2023
Q3 | $2.84M | Buy |
27,571
+773
| +3% | +$77.5K | ﹤0.01% | 709 |
|
|
2023
Q2 | $2.57M | Buy |
26,798
+2,098
| +8% | +$207K | ﹤0.01% | 718 |
|
|
2023
Q1 | $2.35M | Sell |
24,700
-100
| -0.4% | -$9.57K | ﹤0.01% | 724 |
|
|
2022
Q4 | $2.2M | Sell |
24,800
-1,239
| -5% | -$113K | ﹤0.01% | 718 |
|
|
2022
Q3 | $2.12M | Buy |
26,039
+921
| +4% | +$75.1K | ﹤0.01% | 683 |
|
|
2022
Q2 | $2.18M | Buy |
25,118
+153
| +0.6% | +$12.5K | ﹤0.01% | 689 |
|
|
2022
Q1 | $2.23M | Buy |
24,965
+19
| +0.1% | +$1.55K | ﹤0.01% | 679 |
|
|
2021
Q4 | $2.04M | Sell |
24,946
-240
| -1% | -$19K | ﹤0.01% | 683 |
|
|
2021
Q3 | $1.9M | Hold |
25,186
| – | – | ﹤0.01% | 704 |
|
|
2021
Q2 | $2.04M | Sell |
25,186
-1,433
| -5% | -$110K | ﹤0.01% | 676 |
|
|
2021
Q1 | $1.93M | Sell |
26,619
-3,995
| -13% | -$278K | ﹤0.01% | 746 |
|
|
2020
Q4 | $2.05M | Sell |
30,614
-115
| -0.4% | -$6.89K | ﹤0.01% | 667 |
|
|
2020
Q3 | $1.58M | Hold |
30,729
| – | – | ﹤0.01% | 644 |
|
|
2020
Q2 | $1.62M | Sell |
30,729
-162
| -0.5% | -$8.2K | ﹤0.01% | 570 |
|
|
2020
Q1 | $1.53M | Sell |
30,891
-161
| -0.5% | -$9.8K | 0.01% | 507 |
|
|
2019
Q4 | $2.02M | Hold |
31,052
| – | – | 0.01% | 512 |
|
|
2019
Q3 | $2.33M | Sell |
31,052
-47
| -0.2% | -$3.63K | 0.01% | 448 |
|
|
2019
Q2 | $2.33M | Buy |
31,099
+206
| +0.7% | +$14.7K | 0.01% | 456 |
|
|
2019
Q1 | $1.96M | Sell |
30,893
-1,874
| -6% | -$118K | 0.01% | 469 |
|
|
2018
Q4 | $2M | Sell |
32,767
-253
| -0.8% | -$15.7K | 0.01% | 425 |
|
|
2018
Q3 | $2.1M | Hold |
33,020
| – | – | 0.01% | 473 |
|
|
2018
Q2 | $1.82M | Sell |
33,020
-1
| -0% | -$58 | 0.01% | 492 |
|
|
2018
Q1 | $2M | Buy |
33,021
+13,212
| +67% | +$779K | 0.01% | 465 |
|
|
2017
Q4 | $1.16M | Buy |
19,809
+1,534
| +8% | +$88.7K | 0.01% | 651 |
|
|
2017
Q3 | $984K | Hold |
18,275
| – | – | ﹤0.01% | 726 |
|
|
2017
Q2 | $915K | Hold |
18,275
| – | – | ﹤0.01% | 735 |
|
|
2017
Q1 | $862K | Hold |
18,275
| – | – | ﹤0.01% | 728 |
|
|
2016
Q4 | $787K | Buy |
18,275
+6,466
| +55% | +$261K | ﹤0.01% | 718 |
|
|
2016
Q3 | $471K | Hold |
11,809
| – | – | ﹤0.01% | 929 |
|
|
2016
Q2 | $451K | Sell |
11,809
-432
| -4% | -$15.6K | ﹤0.01% | 827 |
|
|
2016
Q1 | $448K | Sell |
12,241
-1,047
| -8% | -$34.7K | ﹤0.01% | 796 |
|
|
2015
Q4 | $446K | Buy |
13,288
+3,386
| +34% | +$117K | ﹤0.01% | 818 |
|
|
2015
Q3 | $308K | Buy |
+9,902
| New | +$303K | ﹤0.01% | 958 |
|
|
2015
Q2 | – | Sell |
-11,902
| Closed | -$346K | – | 2694 |
|
|
2015
Q1 | $346K | Buy |
11,902
+2,000
| +20% | +$55K | ﹤0.01% | 925 |
|
|
2014
Q4 | $269K | Hold |
9,902
| – | – | ﹤0.01% | 987 |
|
|
2014
Q3 | $219K | Hold |
9,902
| – | – | ﹤0.01% | 1008 |
|
|
2014
Q2 | $245K | Hold |
9,902
| – | – | ﹤0.01% | 936 |
|
|
2014
Q1 | $231K | Hold |
9,902
| – | – | ﹤0.01% | 938 |
|
|
2013
Q4 | $268K | Hold |
9,902
| – | – | ﹤0.01% | 730 |
|
|
2013
Q3 | $243K | Buy |
9,902
+585
| +6% | +$14.2K | ﹤0.01% | 685 |
|
|
2013
Q2 | $214K | Buy |
+9,317
| New | +$219K | 0.01% | 663 |
|
Other funds holding SIGI
VPM
VCM
