Creative Planning’s SITE Centers SITC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
18,472
+1,495
| +9% | +$16.9K | ﹤0.01% | 3174 |
|
|
2025
Q1 | $218K | Buy |
16,977
+182
| +1% | +$2.34K | ﹤0.01% | 2987 |
|
|
2024
Q4 | $257K | Sell |
16,795
-91,282
| -84% | -$1.4M | ﹤0.01% | 2786 |
|
|
2024
Q3 | $1.28M | Buy |
108,077
+33,942
| +46% | +$401K | ﹤0.01% | 1334 |
|
|
2024
Q2 | $839K | Buy |
74,135
+368
| +0.5% | +$4.16K | ﹤0.01% | 1544 |
|
|
2024
Q1 | $843K | Buy |
73,767
+2,006
| +3% | +$22.9K | ﹤0.01% | 1450 |
|
|
2023
Q4 | $763K | Buy |
71,761
+13,330
| +23% | +$142K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $562K | Buy |
58,431
+1,646
| +3% | +$15.8K | ﹤0.01% | 1482 |
|
|
2023
Q2 | $586K | Sell |
56,785
-1,171
| -2% | -$12.1K | ﹤0.01% | 1450 |
|
|
2023
Q1 | $555K | Buy |
57,956
+16,368
| +39% | +$157K | ﹤0.01% | 1395 |
|
|
2022
Q4 | $443K | Buy |
41,588
+7,964
| +24% | +$84.9K | ﹤0.01% | 1486 |
|
|
2022
Q3 | $281K | Buy |
33,624
+3,417
| +11% | +$28.6K | ﹤0.01% | 1679 |
|
|
2022
Q2 | $317K | Buy |
30,207
+1,744
| +6% | +$18.3K | ﹤0.01% | 1566 |
|
|
2022
Q1 | $371K | Hold |
28,463
| – | – | ﹤0.01% | 1502 |
|
|
2021
Q4 | $352K | Buy |
28,463
+47
| +0.2% | +$581 | ﹤0.01% | 1518 |
|
|
2021
Q3 | $342K | Hold |
28,416
| – | – | ﹤0.01% | 1515 |
|
|
2021
Q2 | $334K | Sell |
28,416
-43
| -0.2% | -$505 | ﹤0.01% | 1500 |
|
|
2021
Q1 | $301K | Hold |
28,459
| – | – | ﹤0.01% | 1768 |
|
|
2020
Q4 | $225K | Hold |
28,459
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q3 | $160K | Sell |
28,459
-33
| -0.1% | -$186 | ﹤0.01% | 1706 |
|
|
2020
Q2 | $180K | Hold |
28,492
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q1 | $116K | Sell |
28,492
-44
| -0.2% | -$179 | ﹤0.01% | 1482 |
|
|
2019
Q4 | $312K | Buy |
28,536
+2
| +0% | +$22 | ﹤0.01% | 1375 |
|
|
2019
Q3 | $336K | Sell |
28,534
-63
| -0.2% | -$742 | ﹤0.01% | 1280 |
|
|
2019
Q2 | $295K | Hold |
28,597
| – | – | ﹤0.01% | 1380 |
|
|
2019
Q1 | $304K | Sell |
28,597
-30
| -0.1% | -$319 | ﹤0.01% | 1311 |
|
|
2018
Q4 | $247K | Sell |
28,627
-33,983
| -54% | -$293K | ﹤0.01% | 1344 |
|
|
2018
Q3 | $654K | Sell |
62,610
-13,365
| -18% | -$140K | ﹤0.01% | 935 |
|
|
2018
Q2 | $876K | Buy |
75,975
+30,659
| +68% | +$354K | ﹤0.01% | 809 |
|
|
2018
Q1 | $428K | Sell |
45,316
-160
| -0.4% | -$1.51K | ﹤0.01% | 1147 |
|
|
2017
Q4 | $525K | Sell |
45,476
-14,820
| -25% | -$171K | ﹤0.01% | 1037 |
|
|
2017
Q3 | $712K | Sell |
60,296
-2,162
| -3% | -$25.5K | ﹤0.01% | 866 |
|
|
2017
Q2 | $730K | Sell |
62,458
-776
| -1% | -$9.07K | ﹤0.01% | 826 |
|
|
2017
Q1 | $1.02M | Buy |
63,234
+780
| +1% | +$12.6K | 0.01% | 659 |
|
|
2016
Q4 | $1.23M | Buy |
62,454
+147
| +0.2% | +$2.89K | 0.01% | 550 |
|
|
2016
Q3 | $1.4M | Sell |
62,307
-8,649
| -12% | -$194K | 0.01% | 477 |
|
|
2016
Q2 | $1.66M | Sell |
70,956
-6,205
| -8% | -$145K | 0.01% | 384 |
|
|
2016
Q1 | $1.77M | Buy |
77,161
+11,904
| +18% | +$273K | 0.01% | 337 |
|
|
2015
Q4 | $1.42M | Sell |
65,257
-12,952
| -17% | -$281K | 0.01% | 394 |
|
|
2015
Q3 | $1.55M | Buy |
78,209
+54,217
| +226% | +$1.07M | 0.01% | 357 |
|
|
2015
Q2 | $478K | Hold |
23,992
| – | – | ﹤0.01% | 674 |
|
|
2015
Q1 | $576K | Buy |
23,992
+3,160
| +15% | +$75.9K | 0.01% | 678 |
|
|
2014
Q4 | $493K | Sell |
20,832
-3,747
| -15% | -$88.7K | 0.01% | 697 |
|
|
2014
Q3 | $530K | Buy |
24,579
+2,557
| +12% | +$55.1K | 0.01% | 630 |
|
|
2014
Q2 | $500K | Buy |
22,022
+2,349
| +12% | +$53.3K | 0.01% | 643 |
|
|
2014
Q1 | $418K | Buy |
19,673
+6,461
| +49% | +$137K | 0.01% | 697 |
|
|
2013
Q4 | $262K | Sell |
13,212
-3,085
| -19% | -$61.2K | ﹤0.01% | 735 |
|
|
2013
Q3 | $330K | Hold |
16,297
| – | – | 0.01% | 560 |
|
|
2013
Q2 | $350K | Buy |
+16,297
| New | +$350K | 0.01% | 499 |
|