Creative Planning’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
15,695
+2,606
| +20% | +$43.7K | ﹤0.01% | 3006 |
|
|
2025
Q1 | $231K | Buy |
13,089
+13,060
| +45,034% | +$230K | ﹤0.01% | 2948 |
|
|
2024
Q4 | $704 | Sell |
29
-5,495
| -99% | -$133K | ﹤0.01% | 3531 |
|
|
2024
Q3 | $205K | Buy |
5,524
+408
| +8% | +$15.2K | ﹤0.01% | 2816 |
|
|
2024
Q2 | $244K | Buy |
+5,116
| New | +$244K | ﹤0.01% | 2510 |
|
|
2018
Q4 | – | Sell |
-17,700
| Closed | -$850K | – | 1916 |
|
|
2018
Q3 | $850K | Sell |
17,700
-775
| -4% | -$37.2K | ﹤0.01% | 824 |
|
|
2018
Q2 | $573K | Buy |
18,475
+2,680
| +17% | +$83.1K | ﹤0.01% | 994 |
|
|
2018
Q1 | $234K | Sell |
15,795
-12,205
| -44% | -$181K | ﹤0.01% | 1490 |
|
|
2017
Q4 | $434K | Sell |
28,000
-12,895
| -32% | -$200K | ﹤0.01% | 1146 |
|
|
2017
Q3 | $509K | Buy |
40,895
+8,750
| +27% | +$109K | ﹤0.01% | 1045 |
|
|
2017
Q2 | $347K | Buy |
32,145
+6,000
| +23% | +$64.8K | ﹤0.01% | 1193 |
|
|
2017
Q1 | $256K | Sell |
26,145
-7,740
| -23% | -$75.8K | ﹤0.01% | 1342 |
|
|
2016
Q4 | $368K | Sell |
33,885
-12,815
| -27% | -$139K | ﹤0.01% | 1077 |
|
|
2016
Q3 | $439K | Buy |
46,700
+10,810
| +30% | +$102K | ﹤0.01% | 955 |
|
|
2016
Q2 | $198K | Sell |
35,890
-14,700
| -29% | -$81.1K | ﹤0.01% | 1253 |
|
|
2016
Q1 | $374K | Buy |
50,590
+10,710
| +27% | +$79.2K | ﹤0.01% | 874 |
|
|
2015
Q4 | $285K | Sell |
39,880
-12,650
| -24% | -$90.4K | ﹤0.01% | 1010 |
|
|
2015
Q3 | $408K | Buy |
52,530
+2,030
| +4% | +$15.8K | ﹤0.01% | 824 |
|
|
2015
Q2 | $488K | Buy |
50,500
+32,500
| +181% | +$314K | ﹤0.01% | 665 |
|
|
2015
Q1 | $134K | Sell |
18,000
-3,300
| -15% | -$24.6K | ﹤0.01% | 1402 |
|
|
2014
Q4 | $194K | Buy |
21,300
+18,800
| +752% | +$171K | ﹤0.01% | 1156 |
|
|
2014
Q3 | $27K | Sell |
2,500
-6,000
| -71% | -$64.8K | ﹤0.01% | 2306 |
|
|
2014
Q2 | $143K | Sell |
8,500
-14,500
| -63% | -$244K | ﹤0.01% | 1212 |
|
|
2014
Q1 | $432K | Buy |
+23,000
| New | +$432K | 0.01% | 687 |
|