A detailed history of Creative Planning transactions in Service Properties Trust stock. As of the latest transaction made, Creative Planning holds 123,304 shares of SVC stock, worth $300,861. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123,304
Previous 191,639 35.66%
Holding current value
$300,861
Previous $985,000 42.94%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$4.32 - $6.1 $295,207 - $416,843
-68,335 Reduced 35.66%
123,304 $562,000
Q2 2024

Aug 15, 2024

BUY
$4.89 - $6.78 $41,120 - $57,013
8,409 Added 4.59%
191,639 $985,000
Q1 2024

May 10, 2024

BUY
$6.38 - $8.54 $485,990 - $650,525
76,174 Added 71.15%
183,230 $1.24 Million
Q4 2023

Feb 14, 2024

SELL
$6.86 - $8.66 $83,246 - $105,089
-12,135 Reduced 10.18%
107,056 $914,000
Q3 2023

Nov 16, 2023

SELL
$7.47 - $9.15 $3,697 - $4,529
-495 Reduced 0.41%
119,191 $916,000
Q2 2023

Jul 21, 2023

BUY
$8.03 - $9.91 $6,640 - $8,195
827 Added 0.7%
119,686 $1.04 Million
Q1 2023

May 15, 2023

BUY
$7.15 - $11.31 $1,251 - $1,979
175 Added 0.15%
118,859 $1.18 Million
Q4 2022

Feb 10, 2023

BUY
$5.42 - $8.15 $393,118 - $591,127
72,531 Added 157.15%
118,684 $865,000
Q3 2022

Nov 03, 2022

BUY
$5.18 - $8.21 $9,857 - $15,623
1,903 Added 4.3%
46,153 $240,000
Q2 2022

Aug 15, 2022

BUY
$4.83 - $8.98 $143,909 - $267,559
29,795 Added 206.12%
44,250 $231,000
Q1 2022

May 16, 2022

SELL
$7.11 - $9.7 $215,568 - $294,094
-30,319 Reduced 67.72%
14,455 $128,000
Q4 2021

Feb 11, 2022

SELL
$8.08 - $11.98 $15,667 - $23,229
-1,939 Reduced 4.15%
44,774 $394,000
Q3 2021

Nov 10, 2021

BUY
$10.56 - $12.81 $5,649 - $6,853
535 Added 1.16%
46,713 $524,000
Q2 2021

Aug 04, 2021

SELL
$10.63 - $14.83 $14,711 - $20,524
-1,384 Reduced 2.91%
46,178 $582,000
Q1 2021

Apr 30, 2021

SELL
$10.54 - $13.84 $42 - $55
-4 Reduced 0.01%
47,562 $564,000
Q4 2020

Jan 29, 2021

SELL
$7.1 - $13.51 $25,723 - $48,946
-3,623 Reduced 7.08%
47,566 $547,000
Q3 2020

Nov 05, 2020

SELL
$6.17 - $8.89 $4,905 - $7,067
-795 Reduced 1.53%
51,189 $407,000
Q2 2020

Jul 23, 2020

BUY
$4.59 - $13.07 $168,462 - $479,695
36,702 Added 240.16%
51,984 $369,000
Q1 2020

May 05, 2020

SELL
$4.17 - $24.0 $18,844 - $108,456
-4,519 Reduced 22.82%
15,282 $83,000
Q4 2019

Jan 30, 2020

BUY
$22.51 - $26.2 $10,332 - $12,025
459 Added 2.37%
19,801 $482,000
Q3 2019

Nov 01, 2019

BUY
$23.4 - $25.86 $452,602 - $500,184
19,342 New
19,342 $497,000

Others Institutions Holding SVC

About Service Properties Trust


  • Ticker SVC
  • Exchange NASDAQ
  • Sector Real Estate
  • Industry REIT—Hotel & Motel
  • Shares Outstandng 165,138,000
  • Market Cap $403M
  • Description
  • Service Properties Trust is a real estate investment trust, or REIT, which owns a diverse portfolio of hotels and net lease service and necessity-based retail properties across the United States and in Puerto Rico and Canada with 149 distinct brands across 23 industries. SVC's properties are primarily operated under long-term management or lease...
More about SVC
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