Creative Planning’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $764K | Buy |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $165K | Sell |
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|
2024
Q3 | $562K | Sell |
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|
2024
Q2 | $985K | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $914K | Sell |
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|
2023
Q3 | $917K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $524K | Buy |
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|
2021
Q2 | $582K | Sell |
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|
2021
Q1 | $564K | Sell |
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|
2020
Q4 | $547K | Sell |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $369K | Buy |
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|
2020
Q1 | $83K | Sell |
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|
2019
Q4 | $482K | Buy |
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|
2019
Q3 | $497K | Buy |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | $461K | Sell |
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|
2018
Q4 | $532K | Buy |
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|
2018
Q3 | $377K | Sell |
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|
2018
Q2 | $384K | Sell |
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|
2018
Q1 | $347K | Buy |
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|
2017
Q4 | $300K | Sell |
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|
2017
Q3 | $340K | Sell |
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|
2017
Q2 | $491K | Buy |
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|
2017
Q1 | $448K | Buy |
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|
2016
Q4 | $408K | Buy |
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|
2016
Q3 | $345K | Buy |
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|
2016
Q2 | $184K | Buy |
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|
2016
Q1 | $151K | Sell |
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|
2015
Q4 | $294K | Buy |
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|
2015
Q3 | $242K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $139K | Buy |
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|
2014
Q4 | $130K | Buy |
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|
2014
Q3 | $108K | Buy |
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|
2014
Q2 | $88K | Sell |
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|
2014
Q1 | $88K | Buy |
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|
2013
Q4 | $60K | Buy |
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|
2013
Q3 | $42K | Buy |
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|
2013
Q2 | $29K | Buy |
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