Creative Planning’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Buy |
11,308
+2,812
| +33% | +$185K | ﹤0.01% | 2094 |
|
|
2025
Q1 | $466K | Buy |
8,496
+400
| +5% | +$22K | ﹤0.01% | 2342 |
|
|
2024
Q4 | $537K | Sell |
8,096
-179
| -2% | -$11.9K | ﹤0.01% | 2144 |
|
|
2024
Q3 | $717K | Buy |
8,275
+411
| +5% | +$35.6K | ﹤0.01% | 1794 |
|
|
2024
Q2 | $512K | Buy |
7,864
+522
| +7% | +$34K | ﹤0.01% | 1917 |
|
|
2024
Q1 | $548K | Buy |
7,342
+500
| +7% | +$37.3K | ﹤0.01% | 1791 |
|
|
2023
Q4 | $436K | Sell |
6,842
-843
| -11% | -$53.7K | ﹤0.01% | 1791 |
|
|
2023
Q3 | $397K | Buy |
7,685
+237
| +3% | +$12.2K | ﹤0.01% | 1719 |
|
|
2023
Q2 | $467K | Sell |
7,448
-813
| -10% | -$51K | ﹤0.01% | 1585 |
|
|
2023
Q1 | $576K | Buy |
8,261
+539
| +7% | +$37.6K | ﹤0.01% | 1376 |
|
|
2022
Q4 | $375K | Buy |
7,722
+2,038
| +36% | +$99K | ﹤0.01% | 1571 |
|
|
2022
Q3 | $243K | Buy |
5,684
+485
| +9% | +$20.7K | ﹤0.01% | 1765 |
|
|
2022
Q2 | $411K | Buy |
5,199
+708
| +16% | +$56K | ﹤0.01% | 1423 |
|
|
2022
Q1 | $552K | Buy |
4,491
+33
| +0.7% | +$4.06K | ﹤0.01% | 1270 |
|
|
2021
Q4 | $718K | Buy |
4,458
+425
| +11% | +$68.5K | ﹤0.01% | 1113 |
|
|
2021
Q3 | $590K | Buy |
4,033
+62
| +2% | +$9.07K | ﹤0.01% | 1205 |
|
|
2021
Q2 | $762K | Sell |
3,971
-4,237
| -52% | -$813K | ﹤0.01% | 1057 |
|
|
2021
Q1 | $2.01M | Buy |
8,208
+68
| +0.8% | +$16.7K | ﹤0.01% | 717 |
|
|
2020
Q4 | $1.62M | Buy |
8,140
+1,972
| +32% | +$393K | ﹤0.01% | 738 |
|
|
2020
Q3 | $943K | Sell |
6,168
-3,178
| -34% | -$486K | ﹤0.01% | 822 |
|
|
2020
Q2 | $1.26M | Buy |
9,346
+3,035
| +48% | +$408K | ﹤0.01% | 650 |
|
|
2020
Q1 | $646K | Buy |
6,311
+1,124
| +22% | +$115K | ﹤0.01% | 816 |
|
|
2019
Q4 | $551K | Sell |
5,187
-35
| -0.7% | -$3.72K | ﹤0.01% | 1049 |
|
|
2019
Q3 | $532K | Buy |
5,222
+192
| +4% | +$19.6K | ﹤0.01% | 1022 |
|
|
2019
Q2 | $495K | Sell |
5,030
-956
| -16% | -$94.1K | ﹤0.01% | 1075 |
|
|
2019
Q1 | $470K | Buy |
5,986
+333
| +6% | +$26.1K | ﹤0.01% | 1058 |
|
|
2018
Q4 | $347K | Buy |
5,653
+858
| +18% | +$52.7K | ﹤0.01% | 1144 |
|
|
2018
Q3 | $378K | Buy |
4,795
+389
| +9% | +$30.7K | ﹤0.01% | 1246 |
|
|
2018
Q2 | $366K | Sell |
4,406
-118
| -3% | -$9.8K | ﹤0.01% | 1242 |
|
|
2018
Q1 | $388K | Buy |
4,524
+93
| +2% | +$7.98K | ﹤0.01% | 1197 |
|
|
2017
Q4 | $474K | Sell |
4,431
-170
| -4% | -$18.2K | ﹤0.01% | 1100 |
|
|
2017
Q3 | $448K | Buy |
4,601
+2,504
| +119% | +$244K | ﹤0.01% | 1100 |
|
|
2017
Q2 | $188K | Buy |
2,097
+646
| +45% | +$57.9K | ﹤0.01% | 1543 |
|
|
2017
Q1 | $135K | Buy |
1,451
+60
| +4% | +$5.58K | ﹤0.01% | 1751 |
|
|
2016
Q4 | $133K | Buy |
1,391
+168
| +14% | +$16.1K | ﹤0.01% | 1661 |
|
|
2016
Q3 | $102K | Buy |
1,223
+359
| +42% | +$29.9K | ﹤0.01% | 1823 |
|
|
2016
Q2 | $60K | Buy |
864
+50
| +6% | +$3.47K | ﹤0.01% | 2002 |
|
|
2016
Q1 | $59K | Sell |
814
-36
| -4% | -$2.61K | ﹤0.01% | 1968 |
|
|
2015
Q4 | $55K | Buy |
850
+37
| +5% | +$2.39K | ﹤0.01% | 2023 |
|
|
2015
Q3 | $49K | Buy |
+813
| New | +$49K | ﹤0.01% | 2047 |
|
|
2015
Q2 | – | Sell |
-851
| Closed | -$57K | – | 2593 |
|
|
2015
Q1 | $57K | Buy |
851
+39
| +5% | +$2.61K | ﹤0.01% | 1927 |
|
|
2014
Q4 | $51K | Sell |
812
-2,400
| -75% | -$151K | ﹤0.01% | 1977 |
|
|
2014
Q3 | $177K | Buy |
3,212
+2,503
| +353% | +$138K | ﹤0.01% | 1123 |
|
|
2014
Q2 | $40K | Hold |
709
| – | – | ﹤0.01% | 2002 |
|
|
2014
Q1 | $43K | Hold |
709
| – | – | ﹤0.01% | 1890 |
|
|
2013
Q4 | $44K | Hold |
709
| – | – | ﹤0.01% | 1696 |
|
|
2013
Q3 | $39K | Sell |
709
-200
| -22% | -$11K | ﹤0.01% | 1670 |
|
|
2013
Q2 | $44K | Buy |
+909
| New | +$44K | ﹤0.01% | 1454 |
|