Creative Planning’s Stagwell STGW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99.7K Buy
2025
Q2
$71.9K Sell
2025
Q1
$399K Buy
2024
Q4
$229K Sell
2024
Q3
$281K Buy
2024
Q2
$145K Buy
2024
Q1
$67.2K Sell
2023
Q4
$74.9K Buy
2015
Q2
Sell
2015
Q1
$31K Buy