Creative Planning’s SLM Corp SLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
20,389
+939
| +5% | +$30.8K | ﹤0.01% | 2205 |
|
|
2025
Q1 | $571K | Buy |
19,450
+285
| +1% | +$8.37K | ﹤0.01% | 2165 |
|
|
2024
Q4 | $529K | Buy |
19,165
+457
| +2% | +$12.6K | ﹤0.01% | 2163 |
|
|
2024
Q3 | $428K | Buy |
18,708
+942
| +5% | +$21.5K | ﹤0.01% | 2243 |
|
|
2024
Q2 | $369K | Buy |
17,766
+76
| +0.4% | +$1.58K | ﹤0.01% | 2182 |
|
|
2024
Q1 | $385K | Sell |
17,690
-707
| -4% | -$15.4K | ﹤0.01% | 2040 |
|
|
2023
Q4 | $352K | Buy |
18,397
+2,011
| +12% | +$38.5K | ﹤0.01% | 1976 |
|
|
2023
Q3 | $223K | Sell |
16,386
-10,086
| -38% | -$137K | ﹤0.01% | 2154 |
|
|
2023
Q2 | $432K | Buy |
+26,472
| New | +$432K | ﹤0.01% | 1646 |
|
|
2023
Q1 | – | Sell |
-12,585
| Closed | -$209K | – | 2635 |
|
|
2022
Q4 | $209K | Buy |
+12,585
| New | +$209K | ﹤0.01% | 1985 |
|
|
2017
Q3 | – | Sell |
-7,566
| Closed | -$87K | – | 3327 |
|
|
2017
Q2 | $87K | Buy |
7,566
+2,134
| +39% | +$24.5K | ﹤0.01% | 2066 |
|
|
2017
Q1 | $66K | Hold |
5,432
| – | – | ﹤0.01% | 2255 |
|
|
2016
Q4 | $60K | Hold |
5,432
| – | – | ﹤0.01% | 2229 |
|
|
2016
Q3 | $41K | Buy |
5,432
+379
| +8% | +$2.86K | ﹤0.01% | 2502 |
|
|
2016
Q2 | $31K | Hold |
5,053
| – | – | ﹤0.01% | 2450 |
|
|
2016
Q1 | $32K | Sell |
5,053
-237
| -4% | -$1.5K | ﹤0.01% | 2402 |
|
|
2015
Q4 | $34K | Buy |
5,290
+237
| +5% | +$1.52K | ﹤0.01% | 2405 |
|
|
2015
Q3 | $37K | Buy |
+5,053
| New | +$37K | ﹤0.01% | 2265 |
|
|
2015
Q2 | – | Sell |
-6,621
| Closed | -$61K | – | 2585 |
|
|
2015
Q1 | $61K | Buy |
6,621
+6
| +0.1% | +$55 | ﹤0.01% | 1866 |
|
|
2014
Q4 | $67K | Sell |
6,615
-14
| -0.2% | -$142 | ﹤0.01% | 1792 |
|
|
2014
Q3 | $57K | Sell |
6,629
-716
| -10% | -$6.16K | ﹤0.01% | 1821 |
|
|
2014
Q2 | $61K | Sell |
7,345
-11,203
| -60% | -$93K | ﹤0.01% | 1729 |
|
|
2014
Q1 | $162K | Sell |
18,548
-1,399
| -7% | -$12.2K | ﹤0.01% | 1106 |
|
|
2013
Q4 | $187K | Buy |
19,947
+12,773
| +178% | +$120K | ﹤0.01% | 894 |
|
|
2013
Q3 | $64K | Buy |
7,174
+2,787
| +64% | +$24.9K | ﹤0.01% | 1371 |
|
|
2013
Q2 | $36K | Buy |
+4,387
| New | +$36K | ﹤0.01% | 1569 |
|