Creative Planning’s Sonos SONO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1M | Sell |
74,847
-16,332
| -18% | -$247K | ﹤0.01% | 2449 |
|
|
2025
Q4 | $1.6M | Buy |
91,179
+31,798
| +54% | +$554K | ﹤0.01% | 1903 |
|
|
2025
Q3 | $938K | Buy |
59,381
+16,023
| +37% | +$206K | ﹤0.01% | 2170 |
|
|
2025
Q2 | $469K | Buy |
43,358
+21,915
| +102% | +$213K | ﹤0.01% | 2520 |
|
|
2025
Q1 | $229K | Sell |
21,443
-9,603
| -31% | -$126K | ﹤0.01% | 2959 |
|
|
2024
Q4 | $467K | Buy |
31,046
+1,558
| +5% | +$21K | ﹤0.01% | 2292 |
|
|
2024
Q3 | $362K | Buy |
29,488
+4,135
| +16% | +$52.5K | ﹤0.01% | 2369 |
|
|
2024
Q2 | $374K | Sell |
25,353
-4,293
| -14% | -$71.3K | ﹤0.01% | 2182 |
|
|
2024
Q1 | $565K | Sell |
29,646
-3,710
| -11% | -$65.8K | ﹤0.01% | 1769 |
|
|
2023
Q4 | $572K | Sell |
33,356
-4,304
| -11% | -$58.1K | ﹤0.01% | 1615 |
|
|
2023
Q3 | $486K | Buy |
37,660
+20,338
| +117% | +$302K | ﹤0.01% | 1587 |
|
|
2023
Q2 | $283K | Buy |
17,322
+2,515
| +17% | +$44.6K | ﹤0.01% | 1953 |
|
|
2023
Q1 | $291K | Buy |
14,807
+251
| +2% | +$4.79K | ﹤0.01% | 1842 |
|
|
2022
Q4 | $246K | Buy |
14,556
+1,589
| +12% | +$25.9K | ﹤0.01% | 1869 |
|
|
2022
Q3 | $180K | Sell |
12,967
-166
| -1% | -$2.95K | ﹤0.01% | 1941 |
|
|
2022
Q2 | $237K | Buy |
13,133
+2,471
| +23% | +$55.4K | ﹤0.01% | 1771 |
|
|
2022
Q1 | $301K | Sell |
10,662
-201
| -2% | -$5.34K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $324K | Sell |
10,863
-192
| -2% | -$6.11K | ﹤0.01% | 1567 |
|
|
2021
Q3 | $358K | Buy |
11,055
+1,583
| +17% | +$57K | ﹤0.01% | 1490 |
|
|
2021
Q2 | $334K | Buy |
9,472
+67
| +0.7% | +$2.51K | ﹤0.01% | 1507 |
|
|
2021
Q1 | $352K | Buy |
9,405
+316
| +3% | +$10.7K | ﹤0.01% | 1689 |
|
|
2020
Q4 | $213K | Buy |
+9,089
| New | +$169K | ﹤0.01% | 1853 |
|
Other funds holding SONO
CCM
VPM
VCM
TI
