Creative Planning’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $630K | Buy |
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|
2025
Q2 | $582K | Buy |
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|
2025
Q1 | $654K | Buy |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $320K | Buy |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $338K | Sell |
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|
2019
Q3 | $435K | Sell |
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|
2019
Q2 | $511K | Buy |
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|
2019
Q1 | $464K | Sell |
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|
2018
Q4 | $409K | Sell |
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|
2018
Q3 | $503K | Buy |
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|
2018
Q2 | $480K | Sell |
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|
2018
Q1 | $508K | Buy |
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|
2017
Q4 | $533K | Sell |
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|
2017
Q3 | $636K | Sell |
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|
2017
Q2 | $588K | Sell |
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|
2017
Q1 | $778K | Buy |
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|
2016
Q4 | $768K | Sell |
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|
2016
Q3 | $886K | Buy |
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|
2016
Q2 | $876K | Sell |
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|
2016
Q1 | $863K | Sell |
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|
2015
Q4 | $775K | Buy |
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|
2015
Q3 | $778K | Buy |
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|
2015
Q2 | $937K | Buy |
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|
2015
Q1 | $956K | Buy |
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|
2014
Q4 | $882K | Buy |
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|
2014
Q3 | $905K | Buy |
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|
2014
Q2 | $573K | Buy |
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|
2014
Q1 | $478K | Buy |
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|
2013
Q4 | $466K | Sell |
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|
2013
Q3 | $485K | Buy |
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|
2013
Q2 | $453K | Buy |
|