Creative Planning’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
46,782
+7,142
| +18% | +$143K | ﹤0.01% | 1908 |
|
|
2025
Q1 | $784K | Sell |
39,640
-5,523
| -12% | -$109K | ﹤0.01% | 1908 |
|
|
2024
Q4 | $856K | Sell |
45,163
-8,278
| -15% | -$157K | ﹤0.01% | 1754 |
|
|
2024
Q3 | $1.09M | Buy |
53,441
+21,440
| +67% | +$437K | ﹤0.01% | 1454 |
|
|
2024
Q2 | $606K | Sell |
32,001
-20,206
| -39% | -$383K | ﹤0.01% | 1792 |
|
|
2024
Q1 | $1.06M | Buy |
52,207
+13,864
| +36% | +$282K | ﹤0.01% | 1293 |
|
|
2023
Q4 | $806K | Buy |
38,343
+8,118
| +27% | +$171K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $585K | Sell |
30,225
-181
| -0.6% | -$3.5K | ﹤0.01% | 1461 |
|
|
2023
Q2 | $590K | Sell |
30,406
-24
| -0.1% | -$466 | ﹤0.01% | 1441 |
|
|
2023
Q1 | $538K | Sell |
30,430
-1,092
| -3% | -$19.3K | ﹤0.01% | 1414 |
|
|
2022
Q4 | $578K | Sell |
31,522
-2,685
| -8% | -$49.2K | ﹤0.01% | 1346 |
|
|
2022
Q3 | $623K | Sell |
34,207
-7,091
| -17% | -$129K | ﹤0.01% | 1185 |
|
|
2022
Q2 | $863K | Buy |
41,298
+1,633
| +4% | +$34.1K | ﹤0.01% | 1028 |
|
|
2022
Q1 | $959K | Buy |
39,665
+92
| +0.2% | +$2.22K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $962K | Sell |
39,573
-38,526
| -49% | -$937K | ﹤0.01% | 980 |
|
|
2021
Q3 | $1.91M | Sell |
78,099
-32,066
| -29% | -$783K | ﹤0.01% | 701 |
|
|
2021
Q2 | $2.88M | Buy |
110,165
+11,121
| +11% | +$291K | 0.01% | 557 |
|
|
2021
Q1 | $2.45M | Buy |
99,044
+1,219
| +1% | +$30.2K | ﹤0.01% | 632 |
|
|
2020
Q4 | $1.89M | Buy |
97,825
+15,358
| +19% | +$296K | ﹤0.01% | 681 |
|
|
2020
Q3 | $1.24M | Buy |
82,467
+18,038
| +28% | +$272K | ﹤0.01% | 718 |
|
|
2020
Q2 | $964K | Buy |
64,429
+5,013
| +8% | +$75K | ﹤0.01% | 744 |
|
|
2020
Q1 | $609K | Buy |
59,416
+11,140
| +23% | +$114K | ﹤0.01% | 846 |
|
|
2019
Q4 | $1.2M | Sell |
48,276
-2,658
| -5% | -$66.1K | ﹤0.01% | 706 |
|
|
2019
Q3 | $1.23M | Buy |
50,934
+4,409
| +9% | +$107K | ﹤0.01% | 660 |
|
|
2019
Q2 | $1.06M | Sell |
46,525
-1,432
| -3% | -$32.5K | ﹤0.01% | 736 |
|
|
2019
Q1 | $1.07M | Buy |
47,957
+9,564
| +25% | +$214K | ﹤0.01% | 708 |
|
|
2018
Q4 | $757K | Buy |
38,393
+5,235
| +16% | +$103K | ﹤0.01% | 775 |
|
|
2018
Q3 | $714K | Buy |
33,158
+949
| +3% | +$20.4K | ﹤0.01% | 900 |
|
|
2018
Q2 | $699K | Buy |
32,209
+2,262
| +8% | +$49.1K | ﹤0.01% | 907 |
|
|
2018
Q1 | $627K | Sell |
29,947
-1,760
| -6% | -$36.8K | ﹤0.01% | 960 |
|
|
2017
Q4 | $677K | Buy |
31,707
+5,396
| +21% | +$115K | ﹤0.01% | 900 |
|
|
2017
Q3 | $571K | Sell |
26,311
-4,866
| -16% | -$106K | ﹤0.01% | 974 |
|
|
2017
Q2 | $698K | Buy |
31,177
+9,168
| +42% | +$205K | ﹤0.01% | 845 |
|
|
2017
Q1 | $497K | Buy |
22,009
+1,255
| +6% | +$28.3K | ﹤0.01% | 990 |
|
|
2016
Q4 | $456K | Sell |
20,754
-1,201
| -5% | -$26.4K | ﹤0.01% | 958 |
|
|
2016
Q3 | $494K | Buy |
21,955
+6,598
| +43% | +$148K | ﹤0.01% | 895 |
|
|
2016
Q2 | $318K | Sell |
15,357
-4,145
| -21% | -$85.8K | ﹤0.01% | 1004 |
|
|
2016
Q1 | $369K | Buy |
19,502
+5,423
| +39% | +$103K | ﹤0.01% | 883 |
|
|
2015
Q4 | $289K | Sell |
14,079
-1,047
| -7% | -$21.5K | ﹤0.01% | 997 |
|
|
2015
Q3 | $310K | Buy |
15,126
+1,372
| +10% | +$28.1K | ﹤0.01% | 950 |
|
|
2015
Q2 | $297K | Buy |
13,754
+1,789
| +15% | +$38.6K | ﹤0.01% | 795 |
|
|
2015
Q1 | $291K | Buy |
11,965
+2,273
| +23% | +$55.3K | ﹤0.01% | 1007 |
|
|
2014
Q4 | $225K | Buy |
9,692
+4,802
| +98% | +$111K | ﹤0.01% | 1058 |
|
|
2014
Q3 | $107K | Sell |
4,890
-301
| -6% | -$6.59K | ﹤0.01% | 1419 |
|
|
2014
Q2 | $123K | Buy |
5,191
+1,426
| +38% | +$33.8K | ﹤0.01% | 1301 |
|
|
2014
Q1 | $89K | Sell |
3,765
-904
| -19% | -$21.4K | ﹤0.01% | 1472 |
|
|
2013
Q4 | $104K | Sell |
4,669
-620
| -12% | -$13.8K | ﹤0.01% | 1176 |
|
|
2013
Q3 | $102K | Buy |
5,289
+4,685
| +776% | +$90.4K | ﹤0.01% | 1108 |
|
|
2013
Q2 | $12K | Buy |
+604
| New | +$12K | ﹤0.01% | 2191 |
|