Creative Planning’s SiteOne Landscape Supply SITE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $379K | Sell |
3,136
-859
| -22% | -$104K | ﹤0.01% | 2689 |
|
2025
Q1 | $485K | Buy |
3,995
+1,735
| +77% | +$211K | ﹤0.01% | 2314 |
|
2024
Q4 | $298K | Sell |
2,260
-160
| -7% | -$21.1K | ﹤0.01% | 2662 |
|
2024
Q3 | $365K | Sell |
2,420
-927
| -28% | -$140K | ﹤0.01% | 2364 |
|
2024
Q2 | $406K | Sell |
3,347
-87
| -3% | -$10.6K | ﹤0.01% | 2103 |
|
2024
Q1 | $599K | Buy |
3,434
+1,109
| +48% | +$194K | ﹤0.01% | 1710 |
|
2023
Q4 | $378K | Buy |
2,325
+184
| +9% | +$29.9K | ﹤0.01% | 1912 |
|
2023
Q3 | $350K | Sell |
2,141
-11
| -0.5% | -$1.8K | ﹤0.01% | 1801 |
|
2023
Q2 | $360K | Buy |
+2,152
| New | +$360K | ﹤0.01% | 1761 |
|
2017
Q3 | – | Sell |
-22
| Closed | -$1K | – | 3317 |
|
2017
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 4373 |
|
2017
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 4369 |
|
2016
Q4 | – | Sell |
-10
| Closed | – | – | 4580 |
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 4489 |
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4326 |
|