Creative Planning’s South Bow Corporation SOBO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$724K Buy
27,942
+20,002
+252% +$518K ﹤0.01% 2123
2025
Q1
$203K Buy
7,940
+7,442
+1,494% +$190K ﹤0.01% 3052
2024
Q4
$11.7K Buy
+498
New +$11.7K ﹤0.01% 3362