Holistic Planning’s Strive 1000 Growth ETF STXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
385,237
+13,515
| +4% | +$622K | 5.08% | 4 |
|
|
2025
Q1 | $14.9M | Buy |
371,722
+59,572
| +19% | +$2.39M | 5.04% | 5 |
|
|
2024
Q4 | $13.6M | Buy |
312,150
+17,548
| +6% | +$762K | 4.91% | 4 |
|
|
2024
Q3 | $12.2M | Buy |
294,602
+202,959
| +221% | +$8.44M | 5.18% | 3 |
|
|
2024
Q2 | $3.44M | Hold |
91,643
| – | – | 2.64% | 7 |
|
|
2024
Q1 | $3.44M | Buy |
91,643
+60,784
| +197% | +$2.28M | 2.62% | 7 |
|
|
2023
Q4 | $1.05M | Buy |
+30,859
| New | +$1.05M | 0.88% | 40 |
|