Creative Planning
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Creative Planning’s Sable Offshore Corp SOC Stock Holding History

Creative Planning’s Portfolio SOC Stock Details SOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,849
Closed -$402K – 3716
2025
Q1 		$402K Buy
15,849
+15,822
+58,600% +$401K ﹤0.01% 2490
2024
Q4 		$618 Buy
+27
New +$618 ﹤0.01% 3535