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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $145K | Sell |
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|
2025
Q4 | $167K | Buy |
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|
2025
Q3 | $99.7K | Buy |
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|
2025
Q2 | $71.9K | Sell |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $281K | Buy |
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|
2024
Q2 | $145K | Buy |
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|
2024
Q1 | $67.2K | Sell |
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|
2023
Q4 | $74.9K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $31K | Buy |
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