Creative Planning’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15,312
| Closed | -$331K | – | 1953 |
|
|
2018
Q4 | $331K | Sell |
15,312
-714
| -4% | -$15.4K | ﹤0.01% | 1170 |
|
|
2018
Q3 | $484K | Sell |
16,026
-611
| -4% | -$18.5K | ﹤0.01% | 1087 |
|
|
2018
Q2 | $556K | Sell |
16,637
-279
| -2% | -$9.32K | ﹤0.01% | 1008 |
|
|
2018
Q1 | $508K | Sell |
16,916
-400
| -2% | -$12K | ﹤0.01% | 1067 |
|
|
2017
Q4 | $517K | Sell |
17,316
-1,300
| -7% | -$38.8K | ﹤0.01% | 1047 |
|
|
2017
Q3 | $533K | Sell |
18,616
-236
| -1% | -$6.76K | ﹤0.01% | 1017 |
|
|
2017
Q2 | $511K | Buy |
18,852
+900
| +5% | +$24.4K | ﹤0.01% | 991 |
|
|
2017
Q1 | $469K | Buy |
17,952
+5,028
| +39% | +$131K | ﹤0.01% | 1014 |
|
|
2016
Q4 | $347K | Sell |
12,924
-7,518
| -37% | -$202K | ﹤0.01% | 1110 |
|
|
2016
Q3 | $466K | Buy |
20,442
+930
| +5% | +$21.2K | ﹤0.01% | 929 |
|
|
2016
Q2 | $397K | Sell |
19,512
-131
| -0.7% | -$2.67K | ﹤0.01% | 896 |
|
|
2016
Q1 | $388K | Sell |
19,643
-266
| -1% | -$5.25K | ﹤0.01% | 857 |
|
|
2015
Q4 | $419K | Hold |
19,909
| – | – | ﹤0.01% | 841 |
|
|
2015
Q3 | $412K | Buy |
19,909
+6,000
| +43% | +$124K | ﹤0.01% | 816 |
|
|
2015
Q2 | $302K | Hold |
13,909
| – | – | ﹤0.01% | 792 |
|
|
2015
Q1 | $292K | Buy |
+13,909
| New | +$292K | ﹤0.01% | 1001 |
|
|
2014
Q3 | – | Sell |
-175
| Closed | -$3K | – | 4066 |
|
|
2014
Q2 | $3K | Buy |
+175
| New | +$3K | ﹤0.01% | 3341 |
|