Creative Planning’s SunCoke Energy SXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $329K | Sell |
50,496
-53,574
| -51% | -$379K | ﹤0.01% | 3352 |
|
|
2025
Q4 | $749K | Buy |
104,070
+40,921
| +65% | +$301K | ﹤0.01% | 2505 |
|
|
2025
Q3 | $515K | Buy |
63,149
+31,420
| +99% | +$250K | ﹤0.01% | 2693 |
|
|
2025
Q2 | $273K | Sell |
31,729
-14,641
| -32% | -$127K | ﹤0.01% | 2981 |
|
|
2025
Q1 | $427K | Sell |
46,370
-4,877
| -10% | -$46.8K | ﹤0.01% | 2442 |
|
|
2024
Q4 | $548K | Buy |
51,247
+4,267
| +9% | +$45.7K | ﹤0.01% | 2139 |
|
|
2024
Q3 | $408K | Sell |
46,980
-8,925
| -16% | -$82.6K | ﹤0.01% | 2281 |
|
|
2024
Q2 | $548K | Buy |
55,905
+12,387
| +28% | +$128K | ﹤0.01% | 1871 |
|
|
2024
Q1 | $490K | Buy |
43,518
+712
| +2% | +$7.69K | ﹤0.01% | 1864 |
|
|
2023
Q4 | $460K | Buy |
42,806
+12,745
| +42% | +$122K | ﹤0.01% | 1768 |
|
|
2023
Q3 | $305K | Buy |
30,061
+4,859
| +19% | +$44K | ﹤0.01% | 1928 |
|
|
2023
Q2 | $198K | Buy |
+25,202
| New | +$198K | ﹤0.01% | 2217 |
|
|
2019
Q3 | – | Sell |
-18,632
| Closed | -$165K | – | 2102 |
|
|
2019
Q2 | $165K | Buy |
+18,632
| New | +$153K | ﹤0.01% | 1672 |
|
|
2017
Q3 | – | Sell |
-2,350
| Closed | -$26K | – | 3503 |
|
|
2017
Q2 | $26K | Hold |
2,350
| – | – | ﹤0.01% | 2996 |
|
|
2017
Q1 | $21K | Buy |
2,350
+164
| +8% | +$1.6K | ﹤0.01% | 3106 |
|
|
2016
Q4 | $25K | Buy |
2,186
+19
| +0.9% | +$202 | ﹤0.01% | 2933 |
|
|
2016
Q3 | $17K | Buy |
2,167
+1,978
| +1,047% | +$13.9K | ﹤0.01% | 3170 |
|
|
2016
Q2 | $1K | Sell |
189
-16
| -8% | -$101 | ﹤0.01% | 4211 |
|
|
2016
Q1 | $1K | Sell |
205
-533
| -72% | -$2.27K | ﹤0.01% | 4174 |
|
|
2015
Q4 | $3K | Buy |
738
+575
| +353% | +$2.76K | ﹤0.01% | 3931 |
|
|
2015
Q3 | $1K | Buy |
+163
| New | +$1.82K | ﹤0.01% | 4146 |
|
|
2015
Q2 | – | Sell |
-279
| Closed | -$4K | – | 2793 |
|
|
2015
Q1 | $4K | Buy |
279
+127
| +84% | +$2.17K | ﹤0.01% | 3656 |
|
|
2014
Q4 | $3K | Sell |
152
-530
| -78% | -$11.1K | ﹤0.01% | 3724 |
|
|
2014
Q3 | $15K | Buy |
682
+530
| +349% | +$12.3K | ﹤0.01% | 2714 |
|
|
2014
Q2 | $3K | Buy |
152
+106
| +230% | +$2.23K | ﹤0.01% | 3420 |
|
|
2014
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 3525 |
|
|
2013
Q4 | $1K | Sell |
46
-106
| -70% | -$2.19K | ﹤0.01% | 3232 |
|
|
2013
Q3 | $3K | Buy |
152
+106
| +230% | +$1.69K | ﹤0.01% | 2912 |
|
|
2013
Q2 | $1K | Buy |
+46
| New | +$704 | ﹤0.01% | 2975 |
|
Other funds holding SXC
VCM
GJL