Creative Planning’s Sterling Bancorp STL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,213
| Closed | -$521K | – | 2411 |
|
|
2021
Q4 | $521K | Buy |
20,213
+110
| +0.5% | +$2.84K | ﹤0.01% | 1278 |
|
|
2021
Q3 | $502K | Hold |
20,103
| – | – | ﹤0.01% | 1288 |
|
|
2021
Q2 | $498K | Sell |
20,103
-447
| -2% | -$11.1K | ﹤0.01% | 1283 |
|
|
2021
Q1 | $473K | Hold |
20,550
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q4 | $369K | Buy |
+20,550
| New | +$369K | ﹤0.01% | 1467 |
|
|
2017
Q3 | – | Sell |
-2,696
| Closed | -$63K | – | 4635 |
|
|
2017
Q2 | $63K | Buy |
2,696
+907
| +51% | +$21.2K | ﹤0.01% | 2325 |
|
|
2017
Q1 | $42K | Buy |
1,789
+252
| +16% | +$5.92K | ﹤0.01% | 2595 |
|
|
2016
Q4 | $36K | Buy |
1,537
+12
| +0.8% | +$281 | ﹤0.01% | 2641 |
|
|
2016
Q3 | $27K | Buy |
1,525
+954
| +167% | +$16.9K | ﹤0.01% | 2827 |
|
|
2016
Q2 | $9K | Hold |
571
| – | – | ﹤0.01% | 3313 |
|
|
2016
Q1 | $9K | Hold |
571
| – | – | ﹤0.01% | 3275 |
|
|
2015
Q4 | $9K | Hold |
571
| – | – | ﹤0.01% | 3343 |
|
|
2015
Q3 | $8K | Buy |
+571
| New | +$8K | ﹤0.01% | 3369 |
|
|
2015
Q2 | – | Sell |
-571
| Closed | -$8K | – | 4136 |
|
|
2015
Q1 | $8K | Hold |
571
| – | – | ﹤0.01% | 3318 |
|
|
2014
Q4 | $8K | Hold |
571
| – | – | ﹤0.01% | 3228 |
|
|
2014
Q3 | $7K | Hold |
571
| – | – | ﹤0.01% | 3123 |
|
|
2014
Q2 | $7K | Buy |
571
+145
| +34% | +$1.78K | ﹤0.01% | 3016 |
|
|
2014
Q1 | $5K | Hold |
426
| – | – | ﹤0.01% | 3074 |
|
|
2013
Q4 | $6K | Buy |
+426
| New | +$6K | ﹤0.01% | 2813 |
|