Creative Planning’s SunPower Corporation Common Stock SPWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,279
| Closed | -$92.6K | – | 3345 |
|
|
2024
Q2 | $92.6K | Sell |
31,279
-640
| -2% | -$1.75K | ﹤0.01% | 2854 |
|
|
2024
Q1 | $95.8K | Buy |
+31,919
| New | +$105K | ﹤0.01% | 2715 |
|
|
2023
Q4 | – | Sell |
-11,024
| Closed | -$68K | – | 3131 |
|
|
2023
Q3 | $68K | Buy |
+11,024
| New | +$90.8K | ﹤0.01% | 2449 |
|
|
2021
Q2 | – | Sell |
-17,522
| Closed | -$586K | – | 2656 |
|
|
2021
Q1 | $586K | Buy |
+17,522
| New | +$657K | ﹤0.01% | 1331 |
|
|
2020
Q4 | – | Sell |
-15,498
| Closed | -$194K | – | 2487 |
|
|
2020
Q3 | $194K | Sell |
15,498
-3,548
| -19% | -$29.9K | ﹤0.01% | 1694 |
|
|
2020
Q2 | $96K | Buy |
19,046
+8,052
| +73% | +$36.8K | ﹤0.01% | 1671 |
|
|
2020
Q1 | $37K | Sell |
10,994
-29,310
| -73% | -$154K | ﹤0.01% | 1669 |
|
|
2019
Q4 | $206K | Sell |
40,304
-1,221
| -3% | -$6.79K | ﹤0.01% | 1620 |
|
|
2019
Q3 | $298K | Sell |
41,525
-7,977
| -16% | -$65.8K | ﹤0.01% | 1364 |
|
|
2019
Q2 | $347K | Buy |
49,502
+953
| +2% | +$5.07K | ﹤0.01% | 1279 |
|
|
2019
Q1 | $207K | Buy |
48,549
+2,304
| +5% | +$8.98K | ﹤0.01% | 1566 |
|
|
2018
Q4 | $151K | Sell |
46,245
-1,553
| -3% | -$6.46K | ﹤0.01% | 1563 |
|
|
2018
Q3 | $229K | Sell |
47,798
-3,598
| -7% | -$17K | ﹤0.01% | 1586 |
|
|
2018
Q2 | $258K | Buy |
51,396
+1,527
| +3% | +$8.37K | ﹤0.01% | 1456 |
|
|
2018
Q1 | $261K | Buy |
49,869
+1,371
| +3% | +$6.99K | ﹤0.01% | 1432 |
|
|
2017
Q4 | $268K | Sell |
48,498
-26,354
| -35% | -$136K | ﹤0.01% | 1421 |
|
|
2017
Q3 | $357K | Sell |
74,852
-217
| -0.3% | -$1.31K | ﹤0.01% | 1229 |
|
|
2017
Q2 | $459K | Sell |
75,069
-1,086
| -1% | -$5.33K | ﹤0.01% | 1059 |
|
|
2017
Q1 | $304K | Buy |
76,155
+43,047
| +130% | +$202K | ﹤0.01% | 1250 |
|
|
2016
Q4 | $143K | Sell |
33,108
-1,222
| -4% | -$5.98K | ﹤0.01% | 1620 |
|
|
2016
Q3 | $201K | Buy |
34,330
+31,332
| +1,045% | +$243K | ﹤0.01% | 1398 |
|
|
2016
Q2 | $30K | Sell |
2,998
-2,267
| -43% | -$26.7K | ﹤0.01% | 2502 |
|
|
2016
Q1 | $77K | Sell |
5,265
-5,558
| -51% | -$86.3K | ﹤0.01% | 1796 |
|
|
2015
Q4 | $213K | Buy |
10,823
+3,498
| +48% | +$58.5K | ﹤0.01% | 1166 |
|
|
2015
Q3 | $96K | Buy |
+7,325
| New | +$118K | ﹤0.01% | 1626 |
|
|
2015
Q2 | – | Sell |
-3,741
| Closed | -$77K | – | 3152 |
|
|
2015
Q1 | $77K | Sell |
3,741
-376
| -9% | -$7.09K | ﹤0.01% | 1724 |
|
|
2014
Q4 | $70K | Buy |
4,117
+1,880
| +84% | +$34.9K | ﹤0.01% | 1772 |
|
|
2014
Q3 | $50K | Buy |
2,237
+1,527
| +215% | +$37.2K | ﹤0.01% | 1931 |
|
|
2014
Q2 | $19K | Sell |
710
-4,612
| -87% | -$101K | ﹤0.01% | 2532 |
|
|
2014
Q1 | $112K | Buy |
+5,322
| New | +$114K | ﹤0.01% | 1339 |
|
Other funds holding SPWR
XT
BTI
CIM
Creative Planning's SPWR Position: Q3 2024 in Review
Creative Planning sold out of SunPower Corporation Common Stock (SPWR) in Q3 2024, closing a stake of 31,279 shares — an estimated $92.6K sold.
Creative Planning first reported a position in SPWR in Q1 2014 and held it in 30 quarters. The position peaked at $586K in Q1 2021. 18 funds tracked by Wall St. Rank hold SPWR as of Q3 2024.
- Creative Planning reported no remaining SunPower Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
- Creative Planning sold 31,279 SunPower Corporation Common Stock shares in Q3 2024, an estimated $92.6K.
- Creative Planning first reported a position in SunPower Corporation Common Stock in Q1 2014 and held it in 30 quarters.
- Creative Planning's SunPower Corporation Common Stock position peaked at $586K in Q1 2021.
- 18 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q3 2024.
Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.