Creative Planning’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
118,816
+6,154
| +5% | +$98.7K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $1.18M | Buy |
112,662
+57,336
| +104% | +$601K | ﹤0.01% | 1584 |
|
|
2024
Q4 | $441K | Sell |
55,326
-9,995
| -15% | -$79.7K | ﹤0.01% | 2335 |
|
|
2024
Q3 | $736K | Buy |
65,321
+45,218
| +225% | +$509K | ﹤0.01% | 1775 |
|
|
2024
Q2 | $241K | Sell |
20,103
-1,548
| -7% | -$18.6K | ﹤0.01% | 2520 |
|
|
2024
Q1 | $360K | Buy |
21,651
+387
| +2% | +$6.43K | ﹤0.01% | 2092 |
|
|
2023
Q4 | $383K | Buy |
21,264
+6,142
| +41% | +$111K | ﹤0.01% | 1897 |
|
|
2023
Q3 | $161K | Buy |
+15,122
| New | +$161K | ﹤0.01% | 2293 |
|
|
2021
Q3 | – | Sell |
-29,008
| Closed | -$1.95M | – | 2134 |
|
|
2021
Q2 | $1.95M | Sell |
29,008
-4,766
| -14% | -$320K | ﹤0.01% | 692 |
|
|
2021
Q1 | $2.07M | Buy |
33,774
+21,187
| +168% | +$1.3M | ﹤0.01% | 705 |
|
|
2020
Q4 | $1.06M | Buy |
12,587
+987
| +9% | +$82.8K | ﹤0.01% | 907 |
|
|
2020
Q3 | $614K | Buy |
11,600
+359
| +3% | +$19K | ﹤0.01% | 1013 |
|
|
2020
Q2 | $436K | Buy |
11,241
+648
| +6% | +$25.1K | ﹤0.01% | 1092 |
|
|
2020
Q1 | $231K | Buy |
10,593
+2,341
| +28% | +$51.1K | ﹤0.01% | 1304 |
|
|
2019
Q4 | $329K | Sell |
8,252
-376
| -4% | -$15K | ﹤0.01% | 1343 |
|
|
2019
Q3 | $300K | Buy |
+8,628
| New | +$300K | ﹤0.01% | 1352 |
|