Creative Planning’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $736K | Buy |
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|
2024
Q2 | $241K | Sell |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $161K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.95M | Sell |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $329K | Sell |
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|
2019
Q3 | $300K | Buy |
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