Creative Planning’s Timberland Bancorp TSBK Stock Holding History

Creative Planning’s Portfolio TSBK Stock Details TSBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$750K	Buy	24,036 +100	+0.4%	+$3.12K	﹤0.01%	2089
2025 Q1	$722K	Buy	23,936 +6	+0%	+$181	﹤0.01%	1976
2024 Q4	$730K	Buy	23,930 +80	+0.3%	+$2.44K	﹤0.01%	1889
2024 Q3	$722K	Hold	23,850	–	–	﹤0.01%	1790
2024 Q2	$646K	Buy	23,850 +10	+0%	+$271	﹤0.01%	1739
2024 Q1	$642K	Buy	23,840 +40	+0.2%	+$1.08K	﹤0.01%	1660
2023 Q4	$749K	Hold	23,800	–	–	﹤0.01%	1426
2023 Q3	$645K	Hold	23,800	–	–	﹤0.01%	1391
2023 Q2	$609K	Hold	23,800	–	–	﹤0.01%	1426
2023 Q1	$643K	Hold	23,800	–	–	﹤0.01%	1319
2022 Q4	$812K	Sell	23,800 -1,000	-4%	-$34.1K	﹤0.01%	1137
2022 Q3	$686K	Hold	24,800	–	–	﹤0.01%	1138
2022 Q2	$620K	Hold	24,800	–	–	﹤0.01%	1196
2022 Q1	$670K	Hold	24,800	–	–	﹤0.01%	1182
2021 Q4	$687K	Sell	24,800 -1,500	-6%	-$41.6K	﹤0.01%	1131
2021 Q3	$760K	Buy	+26,300	New	+$760K	﹤0.01%	1081
2021 Q2	–	Sell	-23,800	Closed	-$662K	–	2315
2021 Q1	$662K	Hold	23,800	–	–	﹤0.01%	1239
2020 Q4	$577K	Hold	23,800	–	–	﹤0.01%	1214
2020 Q3	$428K	Hold	23,800	–	–	﹤0.01%	1200
2020 Q2	$433K	Hold	23,800	–	–	﹤0.01%	1096
2020 Q1	$435K	Buy	+23,800	New	+$435K	﹤0.01%	1006
2018 Q4	–	Sell	-25,814	Closed	-$806K	–	1926
2018 Q3	$806K	Hold	25,814	–	–	﹤0.01%	849
2018 Q2	$964K	Hold	25,814	–	–	﹤0.01%	759
2018 Q1	$785K	Buy	25,814 +2,014	+8%	+$61.2K	﹤0.01%	855
2017 Q4	$632K	Hold	23,800	–	–	﹤0.01%	931
2017 Q3	$746K	Hold	23,800	–	–	﹤0.01%	838
2017 Q2	$601K	Hold	23,800	–	–	﹤0.01%	921
2017 Q1	$533K	Hold	23,800	–	–	﹤0.01%	949
2016 Q4	$492K	Hold	23,800	–	–	﹤0.01%	926
2016 Q3	$375K	Hold	23,800	–	–	﹤0.01%	1041
2016 Q2	$357K	Hold	23,800	–	–	﹤0.01%	939
2016 Q1	$301K	Buy	+23,800	New	+$301K	﹤0.01%	996