Creative Planning’s SunCoke Energy SXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
31,729
-14,641
| -32% | -$126K | ﹤0.01% | 2972 |
|
|
2025
Q1 | $427K | Sell |
46,370
-4,877
| -10% | -$44.9K | ﹤0.01% | 2436 |
|
|
2024
Q4 | $548K | Buy |
51,247
+4,267
| +9% | +$45.7K | ﹤0.01% | 2133 |
|
|
2024
Q3 | $408K | Sell |
46,980
-8,925
| -16% | -$77.5K | ﹤0.01% | 2281 |
|
|
2024
Q2 | $548K | Buy |
55,905
+12,387
| +28% | +$121K | ﹤0.01% | 1864 |
|
|
2024
Q1 | $490K | Buy |
43,518
+712
| +2% | +$8.02K | ﹤0.01% | 1858 |
|
|
2023
Q4 | $460K | Buy |
42,806
+12,745
| +42% | +$137K | ﹤0.01% | 1764 |
|
|
2023
Q3 | $305K | Buy |
30,061
+4,859
| +19% | +$49.3K | ﹤0.01% | 1922 |
|
|
2023
Q2 | $198K | Buy |
+25,202
| New | +$198K | ﹤0.01% | 2207 |
|
|
2019
Q3 | – | Sell |
-18,632
| Closed | -$165K | – | 1942 |
|
|
2019
Q2 | $165K | Buy |
+18,632
| New | +$165K | ﹤0.01% | 1663 |
|
|
2017
Q3 | – | Sell |
-2,350
| Closed | -$26K | – | 3404 |
|
|
2017
Q2 | $26K | Hold |
2,350
| – | – | ﹤0.01% | 2967 |
|
|
2017
Q1 | $21K | Buy |
2,350
+164
| +8% | +$1.47K | ﹤0.01% | 3075 |
|
|
2016
Q4 | $25K | Buy |
2,186
+19
| +0.9% | +$217 | ﹤0.01% | 2898 |
|
|
2016
Q3 | $17K | Buy |
2,167
+1,978
| +1,047% | +$15.5K | ﹤0.01% | 3132 |
|
|
2016
Q2 | $1K | Sell |
189
-16
| -8% | -$85 | ﹤0.01% | 4075 |
|
|
2016
Q1 | $1K | Sell |
205
-533
| -72% | -$2.6K | ﹤0.01% | 4062 |
|
|
2015
Q4 | $3K | Buy |
738
+575
| +353% | +$2.34K | ﹤0.01% | 3846 |
|
|
2015
Q3 | $1K | Buy |
+163
| New | +$1K | ﹤0.01% | 4045 |
|
|
2015
Q2 | – | Sell |
-279
| Closed | -$4K | – | 2667 |
|
|
2015
Q1 | $4K | Buy |
279
+127
| +84% | +$1.82K | ﹤0.01% | 3580 |
|
|
2014
Q4 | $3K | Sell |
152
-530
| -78% | -$10.5K | ﹤0.01% | 3638 |
|
|
2014
Q3 | $15K | Buy |
682
+530
| +349% | +$11.7K | ﹤0.01% | 2680 |
|
|
2014
Q2 | $3K | Buy |
152
+106
| +230% | +$2.09K | ﹤0.01% | 3323 |
|
|
2014
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 3418 |
|
|
2013
Q4 | $1K | Sell |
46
-106
| -70% | -$2.3K | ﹤0.01% | 3232 |
|
|
2013
Q3 | $3K | Buy |
152
+106
| +230% | +$2.09K | ﹤0.01% | 2912 |
|
|
2013
Q2 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 2975 |
|