Creative Planning’s Strategic Education STRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
5,565
+954
| +21% | +$81.2K | ﹤0.01% | 2502 |
|
|
2025
Q1 | $387K | Buy |
+4,611
| New | +$387K | ﹤0.01% | 2524 |
|
|
2024
Q3 | – | Sell |
-2,630
| Closed | -$291K | – | 3248 |
|
|
2024
Q2 | $291K | Buy |
2,630
+381
| +17% | +$42.2K | ﹤0.01% | 2365 |
|
|
2024
Q1 | $234K | Buy |
+2,249
| New | +$234K | ﹤0.01% | 2440 |
|
|
2015
Q1 | – | Sell |
-25
| Closed | -$2K | – | 4220 |
|
|
2014
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 3744 |
|