Creative Planning’s SiteOne Landscape Supply SITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$482K Buy
2025
Q2
$379K Sell
2025
Q1
$485K Buy
2024
Q4
$298K Sell
2024
Q3
$365K Sell
2024
Q2
$406K Sell
2024
Q1
$599K Buy
2023
Q4
$378K Buy
2023
Q3
$350K Sell
2023
Q2
$360K Buy
2017
Q3
Sell
2017
Q2
$1K Hold
2017
Q1
$1K Buy
2016
Q4
Sell
2016
Q3
$0 Hold
2016
Q2
$0 Buy