Creative Planning’s SpartanNash SPTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-34,866
| Closed | -$924K | – | 4008 |
|
|
2025
Q2 | $924K | Buy |
34,866
+9,725
| +39% | +$195K | ﹤0.01% | 1929 |
|
|
2025
Q1 | $509K | Buy |
25,141
+7,527
| +43% | +$144K | ﹤0.01% | 2267 |
|
|
2024
Q4 | $323K | Buy |
17,614
+4,449
| +34% | +$88.9K | ﹤0.01% | 2594 |
|
|
2024
Q3 | $295K | Buy |
13,165
+708
| +6% | +$14.6K | ﹤0.01% | 2535 |
|
|
2024
Q2 | $234K | Sell |
12,457
-115
| -0.9% | -$2.24K | ﹤0.01% | 2563 |
|
|
2024
Q1 | $254K | Buy |
12,572
+3,380
| +37% | +$72.9K | ﹤0.01% | 2387 |
|
|
2023
Q4 | $211K | Buy |
+9,192
| New | +$209K | ﹤0.01% | 2387 |
|
|
2023
Q2 | – | Sell |
-29
| Closed | -$720 | – | 2812 |
|
|
2023
Q1 | $720 | Buy |
+29
| New | +$835 | ﹤0.01% | 2557 |
|
|
2019
Q1 | – | Sell |
-11,292
| Closed | -$194K | – | 2081 |
|
|
2018
Q4 | $194K | Buy |
11,292
+1,074
| +11% | +$19.5K | ﹤0.01% | 1507 |
|
|
2018
Q3 | $205K | Buy |
10,218
+171
| +2% | +$3.89K | ﹤0.01% | 1664 |
|
|
2018
Q2 | $256K | Buy |
+10,047
| New | +$208K | ﹤0.01% | 1460 |
|
|
2017
Q3 | – | Sell |
-1,357
| Closed | -$35K | – | 3464 |
|
|
2017
Q2 | $35K | Hold |
1,357
| – | – | ﹤0.01% | 2797 |
|
|
2017
Q1 | $47K | Hold |
1,357
| – | – | ﹤0.01% | 2524 |
|
|
2016
Q4 | $54K | Hold |
1,357
| – | – | ﹤0.01% | 2337 |
|
|
2016
Q3 | $39K | Buy |
1,357
+1,355
| +67,750% | +$41.7K | ﹤0.01% | 2563 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 4505 |
|
|
2016
Q1 | $0 | Sell |
2
-1,200
| -100% | -$28.3K | ﹤0.01% | 4507 |
|
|
2015
Q4 | $26K | Buy |
1,202
+1,200
| +60,000% | +$29.7K | ﹤0.01% | 2650 |
|
|
2015
Q3 | $0 | Buy |
+2
| New | +$61 | ﹤0.01% | 4353 |
|
|
2015
Q2 | – | Sell |
-608
| Closed | -$19K | – | 2750 |
|
|
2015
Q1 | $19K | Buy |
608
+3
| +0.5% | +$81 | ﹤0.01% | 2766 |
|
|
2014
Q4 | $16K | Buy |
605
+3
| +0.5% | +$69 | ﹤0.01% | 2822 |
|
|
2014
Q3 | $12K | Buy |
+602
| New | +$12.8K | ﹤0.01% | 2847 |
|
|
2014
Q2 | – | Sell |
-90
| Closed | -$2K | – | 3942 |
|
|
2014
Q1 | $2K | Buy |
+90
| New | +$2.05K | ﹤0.01% | 3388 |
|
