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