Creative Planning’s StoneMor Inc. STON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,781
| Closed | -$61K | – | 2514 |
|
|
2022
Q3 | $61K | Hold |
17,781
| – | – | ﹤0.01% | 2081 |
|
|
2022
Q2 | $61K | Hold |
17,781
| – | – | ﹤0.01% | 2011 |
|
|
2022
Q1 | $46K | Hold |
17,781
| – | – | ﹤0.01% | 2060 |
|
|
2021
Q4 | $41K | Sell |
17,781
-100
| -0.6% | -$231 | ﹤0.01% | 2008 |
|
|
2021
Q3 | $44K | Hold |
17,881
| – | – | ﹤0.01% | 1993 |
|
|
2021
Q2 | $47K | Hold |
17,881
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q1 | $34K | Hold |
17,881
| – | – | ﹤0.01% | 2289 |
|
|
2020
Q4 | $47K | Hold |
17,881
| – | – | ﹤0.01% | 2031 |
|
|
2020
Q3 | $17K | Buy |
17,881
+100
| +0.6% | +$95 | ﹤0.01% | 1925 |
|
|
2020
Q2 | $14K | Sell |
17,781
-3,300
| -16% | -$2.6K | ﹤0.01% | 1793 |
|
|
2020
Q1 | $22K | Hold |
21,081
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q4 | $31K | Hold |
21,081
| – | – | ﹤0.01% | 1816 |
|
|
2019
Q3 | $23K | Hold |
21,081
| – | – | ﹤0.01% | 1821 |
|
|
2019
Q2 | $46K | Hold |
21,081
| – | – | ﹤0.01% | 1798 |
|
|
2019
Q1 | $79K | Hold |
21,081
| – | – | ﹤0.01% | 1715 |
|
|
2018
Q4 | $44K | Hold |
21,081
| – | – | ﹤0.01% | 1699 |
|
|
2018
Q3 | $108K | Sell |
21,081
-1,250
| -6% | -$6.4K | ﹤0.01% | 1760 |
|
|
2018
Q2 | $135K | Sell |
22,331
-592
| -3% | -$3.58K | ﹤0.01% | 1699 |
|
|
2018
Q1 | $142K | Buy |
22,923
+792
| +4% | +$4.91K | ﹤0.01% | 1671 |
|
|
2017
Q4 | $145K | Sell |
22,131
-200
| -0.9% | -$1.31K | ﹤0.01% | 1669 |
|
|
2017
Q3 | $146K | Sell |
22,331
-3,927
| -15% | -$25.7K | ﹤0.01% | 1655 |
|
|
2017
Q2 | $248K | Buy |
26,258
+4,333
| +20% | +$40.9K | ﹤0.01% | 1376 |
|
|
2017
Q1 | $174K | Sell |
21,925
-633
| -3% | -$5.02K | ﹤0.01% | 1566 |
|
|
2016
Q4 | $201K | Sell |
22,558
-6,051
| -21% | -$53.9K | ﹤0.01% | 1402 |
|
|
2016
Q3 | $716K | Sell |
28,609
-982
| -3% | -$24.6K | ﹤0.01% | 731 |
|
|
2016
Q2 | $741K | Buy |
29,591
+3,759
| +15% | +$94.1K | 0.01% | 609 |
|
|
2016
Q1 | $630K | Buy |
25,832
+1,635
| +7% | +$39.9K | ﹤0.01% | 668 |
|
|
2015
Q4 | $647K | Buy |
24,197
+2,795
| +13% | +$74.7K | 0.01% | 649 |
|
|
2015
Q3 | $584K | Buy |
21,402
+1,912
| +10% | +$52.2K | 0.01% | 677 |
|
|
2015
Q2 | $588K | Buy |
19,490
+818
| +4% | +$24.7K | 0.01% | 617 |
|
|
2015
Q1 | $538K | Buy |
18,672
+606
| +3% | +$17.5K | 0.01% | 706 |
|
|
2014
Q4 | $466K | Sell |
18,066
-2,247
| -11% | -$58K | ﹤0.01% | 730 |
|
|
2014
Q3 | $524K | Buy |
20,313
+5,141
| +34% | +$133K | 0.01% | 634 |
|
|
2014
Q2 | $368K | Buy |
15,172
+415
| +3% | +$10.1K | ﹤0.01% | 761 |
|
|
2014
Q1 | $371K | Buy |
14,757
+302
| +2% | +$7.59K | 0.01% | 743 |
|
|
2013
Q4 | $369K | Buy |
14,455
+290
| +2% | +$7.4K | 0.01% | 611 |
|
|
2013
Q3 | $335K | Buy |
14,165
+1,292
| +10% | +$30.6K | 0.01% | 553 |
|
|
2013
Q2 | $324K | Buy |
+12,873
| New | +$324K | 0.01% | 526 |
|