Creative Planning’s Stagwell STGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.9K | Sell |
15,982
-50,040
| -76% | -$225K | ﹤0.01% | 3455 |
|
|
2025
Q1 | $399K | Buy |
66,022
+31,272
| +90% | +$189K | ﹤0.01% | 2494 |
|
|
2024
Q4 | $229K | Sell |
34,750
-5,324
| -13% | -$35K | ﹤0.01% | 2869 |
|
|
2024
Q3 | $281K | Buy |
40,074
+18,863
| +89% | +$132K | ﹤0.01% | 2568 |
|
|
2024
Q2 | $145K | Buy |
21,211
+10,410
| +96% | +$71K | ﹤0.01% | 2749 |
|
|
2024
Q1 | $67.2K | Sell |
10,801
-499
| -4% | -$3.1K | ﹤0.01% | 2741 |
|
|
2023
Q4 | $74.9K | Buy |
+11,300
| New | +$74.9K | ﹤0.01% | 2594 |
|
|
2015
Q2 | – | Sell |
-1,100
| Closed | -$31K | – | 2649 |
|
|
2015
Q1 | $31K | Buy |
+1,100
| New | +$31K | ﹤0.01% | 2359 |
|