Creative Planning’s SITE Centers SITC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $123K | Sell |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $839K | Buy |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $763K | Buy |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $555K | Buy |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $342K | Hold |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $160K | Sell |
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|
2020
Q2 | $180K | Hold |
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|
2020
Q1 | $116K | Sell |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $336K | Sell |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $304K | Sell |
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|
2018
Q4 | $247K | Sell |
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|
2018
Q3 | $654K | Sell |
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|
2018
Q2 | $876K | Buy |
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|
2018
Q1 | $428K | Sell |
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|
2017
Q4 | $525K | Sell |
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|
2017
Q3 | $712K | Sell |
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|
2017
Q2 | $730K | Sell |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $1.23M | Buy |
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|
2016
Q3 | $1.4M | Sell |
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|
2016
Q2 | $1.66M | Sell |
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|
2016
Q1 | $1.77M | Buy |
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|
2015
Q4 | $1.42M | Sell |
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|
2015
Q3 | $1.55M | Buy |
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|
2015
Q2 | $478K | Hold |
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|
2015
Q1 | $576K | Buy |
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|
2014
Q4 | $493K | Sell |
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|
2014
Q3 | $530K | Buy |
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|
2014
Q2 | $500K | Buy |
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|
2014
Q1 | $418K | Buy |
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|
2013
Q4 | $262K | Sell |
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|
2013
Q3 | $330K | Hold |
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|
2013
Q2 | $350K | Buy |
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