Sterling Financial Planning, Inc. Purchases and Sells in Q1 2025

Sterling Financial Planning, Inc.

  • $266 Million
  • Q1 2025

Top Buys

Incresed Positions

51 operations
Stock Shares change Price Range Shares Held Trade History
33.3K
+ 11.79%
$35.33 - $40.77 $1.18M - $1.36M
315K $12.4M
35.7K
+ 14.05%
$26.09 - $30.21 $931K - $1.08M
290K $8.44M
28.5K
+ 29.51%
$40.27 - $42.11 $1.15M - $1.2M
125K $5.26M
3.97K
+ 47.62%
$142.06 - $167.7 $563K - $665K
12.3K $2.04M
7.17K
+ 7.61%
$73.78 - $76.59 $529K - $549K
101K $7.77M
21K
+ 13.6%
$25.44 - $27.95 $535K - $588K
176K $4.75M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
6.36K
New
$37.81 - $46.49 $241K - $296K
6.36K $288K
3.44K
New
$78.2 - $90.39 $269K - $311K
3.44K $283K
7.36K
New
$31.75 - $34.14 $234K - $251K
7.36K $251K
1.99K
New
$105.04 - $122.33 $209K - $243K
1.99K $221K
3.45K
New
$55.63 - $63.8 $192K - $220K
3.45K $214K
CALAMOS ETF TR
11.3K
New
N/A
11.3K $0
View all

Top Sells

Reduced Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
-27.6K
- 39.1%
$48.33 - $49.5 $1.33M - $1.36M
42.9K $2.1M
-890
- 1.1%
$96.3 - $112.23 $85.7K - $99.9K
80.1K $7.81M
-9.12K
- 36.5%
$106.22 - $111.09 $969K - $1.01M
15.9K $1.76M
-36.5K
- 17.04%
$22.25 - $23.0 $813K - $840K
178K $4.09M
-9.24K
- 16.34%
$76.94 - $78.28 $711K - $724K
47.3K $3.7M
-6K
- 25.8%
$104.71 - $107.69 $628K - $646K
17.2K $1.82M
View all
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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