Creative Planning’s Standard Motor Products SMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $699K | Buy |
20,125
+5,007
| +33% | +$198K | ﹤0.01% | 2761 |
|
|
2025
Q4 | $557K | Buy |
15,118
+1,685
| +13% | +$64.7K | ﹤0.01% | 2743 |
|
|
2025
Q3 | $548K | Sell |
13,433
-583
| -4% | -$21.4K | ﹤0.01% | 2636 |
|
|
2025
Q2 | $431K | Buy |
+14,016
| New | +$388K | ﹤0.01% | 2603 |
|
|
2025
Q1 | – | Sell |
-7,010
| Closed | -$217K | – | 3698 |
|
|
2024
Q4 | $217K | Buy |
7,010
+454
| +7% | +$14.6K | ﹤0.01% | 2916 |
|
|
2024
Q3 | $218K | Buy |
+6,556
| New | +$205K | ﹤0.01% | 2766 |
|
|
2017
Q3 | – | Sell |
-324
| Closed | -$17K | – | 3435 |
|
|
2017
Q2 | $17K | Hold |
324
| – | – | ﹤0.01% | 3286 |
|
|
2017
Q1 | $16K | Hold |
324
| – | – | ﹤0.01% | 3288 |
|
|
2016
Q4 | $17K | Sell |
324
-2,226
| -87% | -$112K | ﹤0.01% | 3181 |
|
|
2016
Q3 | $122K | Buy |
2,550
+337
| +15% | +$14.7K | ﹤0.01% | 1711 |
|
|
2016
Q2 | $88K | Buy |
2,213
+10
| +0.5% | +$366 | ﹤0.01% | 1755 |
|
|
2016
Q1 | $76K | Buy |
2,203
+141
| +7% | +$4.86K | ﹤0.01% | 1805 |
|
|
2015
Q4 | $78K | Buy |
2,062
+7
| +0.3% | +$279 | ﹤0.01% | 1788 |
|
|
2015
Q3 | $72K | Buy |
+2,055
| New | +$71.7K | ﹤0.01% | 1793 |
|
|
2015
Q2 | – | Sell |
-2,237
| Closed | -$95K | – | 2718 |
|
|
2015
Q1 | $95K | Sell |
2,237
-1,306
| -37% | -$51K | ﹤0.01% | 1606 |
|
|
2014
Q4 | $135K | Buy |
3,543
+211
| +6% | +$7.91K | ﹤0.01% | 1380 |
|
|
2014
Q3 | $115K | Buy |
3,332
+11
| +0.3% | +$425 | ﹤0.01% | 1385 |
|
|
2014
Q2 | $148K | Buy |
3,321
+11
| +0.3% | +$444 | ﹤0.01% | 1198 |
|
|
2014
Q1 | $118K | Sell |
3,310
-29
| -0.9% | -$989 | ﹤0.01% | 1297 |
|
|
2013
Q4 | $123K | Buy |
+3,339
| New | +$115K | ﹤0.01% | 1085 |
|
Other funds holding SMP
RA
GI
VCM
VPM
GF
