Creative Planning’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
31,421
+284
| +0.9% | +$5.26K | ﹤0.01% | 2320 |
|
|
2025
Q1 | $654K | Buy |
31,137
+2,527
| +9% | +$53.1K | ﹤0.01% | 2056 |
|
|
2024
Q4 | $492K | Buy |
28,610
+120
| +0.4% | +$2.06K | ﹤0.01% | 2232 |
|
|
2024
Q3 | $511K | Sell |
28,490
-2,603
| -8% | -$46.7K | ﹤0.01% | 2091 |
|
|
2024
Q2 | $590K | Sell |
31,093
-272
| -0.9% | -$5.17K | ﹤0.01% | 1810 |
|
|
2024
Q1 | $641K | Buy |
31,365
+1,550
| +5% | +$31.7K | ﹤0.01% | 1663 |
|
|
2023
Q4 | $530K | Buy |
29,815
+6,506
| +28% | +$116K | ﹤0.01% | 1678 |
|
|
2023
Q3 | $374K | Buy |
23,309
+1,545
| +7% | +$24.8K | ﹤0.01% | 1763 |
|
|
2023
Q2 | $322K | Sell |
21,764
-16,108
| -43% | -$238K | ﹤0.01% | 1847 |
|
|
2023
Q1 | $580K | Buy |
37,872
+11,405
| +43% | +$175K | ﹤0.01% | 1369 |
|
|
2022
Q4 | $402K | Buy |
26,467
+3,920
| +17% | +$59.5K | ﹤0.01% | 1537 |
|
|
2022
Q3 | $339K | Buy |
22,547
+1,338
| +6% | +$20.1K | ﹤0.01% | 1561 |
|
|
2022
Q2 | $324K | Sell |
21,209
-2,195
| -9% | -$33.5K | ﹤0.01% | 1551 |
|
|
2022
Q1 | $377K | Buy |
23,404
+1,475
| +7% | +$23.8K | ﹤0.01% | 1490 |
|
|
2021
Q4 | $321K | Sell |
21,929
-2,471
| -10% | -$36.2K | ﹤0.01% | 1575 |
|
|
2021
Q3 | $375K | Buy |
24,400
+3,510
| +17% | +$53.9K | ﹤0.01% | 1461 |
|
|
2021
Q2 | $320K | Sell |
20,890
-8,641
| -29% | -$132K | ﹤0.01% | 1521 |
|
|
2021
Q1 | $438K | Buy |
29,531
+7,018
| +31% | +$104K | ﹤0.01% | 1506 |
|
|
2020
Q4 | $335K | Buy |
22,513
+2,835
| +14% | +$42.2K | ﹤0.01% | 1525 |
|
|
2020
Q3 | $320K | Buy |
19,678
+664
| +3% | +$10.8K | ﹤0.01% | 1368 |
|
|
2020
Q2 | $272K | Buy |
19,014
+181
| +1% | +$2.59K | ﹤0.01% | 1354 |
|
|
2020
Q1 | $266K | Buy |
18,833
+3,372
| +22% | +$47.6K | ﹤0.01% | 1217 |
|
|
2019
Q4 | $338K | Sell |
15,461
-2,935
| -16% | -$64.2K | ﹤0.01% | 1325 |
|
|
2019
Q3 | $435K | Sell |
18,396
-2,660
| -13% | -$62.9K | ﹤0.01% | 1141 |
|
|
2019
Q2 | $511K | Buy |
21,056
+356
| +2% | +$8.64K | ﹤0.01% | 1059 |
|
|
2019
Q1 | $464K | Sell |
20,700
-508
| -2% | -$11.4K | ﹤0.01% | 1067 |
|
|
2018
Q4 | $409K | Sell |
21,208
-163
| -0.8% | -$3.14K | ﹤0.01% | 1058 |
|
|
2018
Q3 | $503K | Buy |
21,371
+951
| +5% | +$22.4K | ﹤0.01% | 1064 |
|
|
2018
Q2 | $480K | Sell |
20,420
-2,677
| -12% | -$62.9K | ﹤0.01% | 1086 |
|
|
2018
Q1 | $508K | Buy |
23,097
+1,091
| +5% | +$24K | ﹤0.01% | 1066 |
|
|
2017
Q4 | $533K | Sell |
22,006
-2,374
| -10% | -$57.5K | ﹤0.01% | 1031 |
|
|
2017
Q3 | $636K | Sell |
24,380
-319
| -1% | -$8.32K | ﹤0.01% | 925 |
|
|
2017
Q2 | $588K | Sell |
24,699
-4,167
| -14% | -$99.2K | ﹤0.01% | 931 |
|
|
2017
Q1 | $778K | Buy |
28,866
+3,304
| +13% | +$89.1K | ﹤0.01% | 766 |
|
|
2016
Q4 | $768K | Sell |
25,562
-1,050
| -4% | -$31.5K | ﹤0.01% | 728 |
|
|
2016
Q3 | $886K | Buy |
26,612
+396
| +2% | +$13.2K | 0.01% | 640 |
|
|
2016
Q2 | $876K | Sell |
26,216
-2,662
| -9% | -$89K | 0.01% | 558 |
|
|
2016
Q1 | $863K | Sell |
28,878
-3,017
| -9% | -$90.2K | 0.01% | 547 |
|
|
2015
Q4 | $775K | Buy |
31,895
+8,215
| +35% | +$200K | 0.01% | 586 |
|
|
2015
Q3 | $778K | Buy |
23,680
+174
| +0.7% | +$5.72K | 0.01% | 561 |
|
|
2015
Q2 | $937K | Buy |
23,506
+1,251
| +6% | +$49.9K | 0.01% | 489 |
|
|
2015
Q1 | $956K | Buy |
22,255
+1,844
| +9% | +$79.2K | 0.01% | 480 |
|
|
2014
Q4 | $882K | Buy |
20,411
+92
| +0.5% | +$3.98K | 0.01% | 494 |
|
|
2014
Q3 | $905K | Buy |
20,319
+7,870
| +63% | +$351K | 0.01% | 434 |
|
|
2014
Q2 | $573K | Buy |
12,449
+937
| +8% | +$43.1K | 0.01% | 593 |
|
|
2014
Q1 | $478K | Buy |
11,512
+1,574
| +16% | +$65.4K | 0.01% | 638 |
|
|
2013
Q4 | $466K | Sell |
9,938
-419
| -4% | -$19.6K | 0.01% | 537 |
|
|
2013
Q3 | $485K | Buy |
10,357
+598
| +6% | +$28K | 0.01% | 460 |
|
|
2013
Q2 | $453K | Buy |
+9,759
| New | +$453K | 0.01% | 431 |
|