Creative Planning’s Stewart Information Services STC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-121
| Closed | -$5.3K | – | 2982 |
|
|
2023
Q3 | $5.3K | Buy |
+121
| New | +$5.3K | ﹤0.01% | 2668 |
|
|
2022
Q1 | – | Sell |
-5,054
| Closed | -$403K | – | 2359 |
|
|
2021
Q4 | $403K | Buy |
+5,054
| New | +$403K | ﹤0.01% | 1433 |
|
|
2017
Q3 | – | Sell |
-10
| Closed | – | – | 3391 |
|
|
2017
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 4652 |
|
|
2017
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 4675 |
|
|
2016
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4589 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 4496 |
|
|
2016
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 4333 |
|
|
2016
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 4360 |
|
|
2015
Q4 | $0 | Sell |
10
-188
| -95% | – | ﹤0.01% | 4412 |
|
|
2015
Q3 | $8K | Buy |
+198
| New | +$8K | ﹤0.01% | 3321 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | – | – | 2646 |
|
|
2015
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 4219 |
|
|
2014
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4161 |
|
|
2014
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 3984 |
|
|
2014
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 3804 |
|
|
2014
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 3630 |
|
|
2013
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 3457 |
|
|
2013
Q3 | $0 | Sell |
10
-188
| -95% | – | ﹤0.01% | 3343 |
|
|
2013
Q2 | $5K | Buy |
+198
| New | +$5K | ﹤0.01% | 2557 |
|