Sterling Financial Planning, Inc. Closed Holding Positions

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PRU
Prudential Financial Inc

Financial Services
Q2 2022 Filed on Jul 27, 2022
2,306
$91.33 - $121.06 $211K - $279K
T
At&T Inc.

Communication Services
Q2 2022 Filed on Jul 27, 2022
8,524
$17.92 - $21.32 $153K - $182K
ATHX
Athersys, Inc

Healthcare
Q2 2022 Filed on Jul 27, 2022
17,000
$0.18 - $0.86 $3.06K - $14.6K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 27, 2022
315
$628.16 - $1145.45 $198K - $361K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q2 2022 Filed on Jul 27, 2022
745
$204.13 - $302.4 $152K - $225K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2022 Filed on Jul 27, 2022
2,548
$70.31 - $80.24 $179K - $204K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Jul 27, 2022
866
$221.47 - $269.82 $192K - $234K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on May 10, 2022
2,500
$106.1 - $113.3 $265K - $283K
1 St Constitution Bancorp
Q1 2022 Filed on May 10, 2022
17,121
N/A
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 10, 2022
1,504
$129.03 - $157.89 $194K - $237K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q4 2021 Filed on Feb 02, 2022
355
$54.48 - $58.88 $19.3K - $20.9K
TFC
Truist Financial Corp

Financial Services
Q4 2021 Filed on Feb 02, 2022
756
$55.67 - $65.14 $42.1K - $49.2K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 02, 2022
564
$35.73 - $48.36 $20.2K - $27.3K
TT
Trane Technologies PLC

Industrials
Q4 2021 Filed on Feb 02, 2022
86
$169.63 - $202.69 $14.6K - $17.4K
TM
Toyota Motor Corp

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
60
$166.97 - $187.44 $10K - $11.2K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
40
$106.72 - $126.76 $4.27K - $5.07K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Feb 02, 2022
877
$184.24 - $201.29 $162K - $177K
KBE
Spdr S&P Bank ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
76
$51.57 - $57.89 $3.92K - $4.4K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
55
$87.43 - $154.29 $4.81K - $8.49K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2021 Filed on Feb 02, 2022
1,664
$87.48 - $96.13 $146K - $160K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q4 2021 Filed on Feb 02, 2022
126
$6.02 - $7.22 $759 - $910
SUMO
Sumo Logic, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
1,100
$13.56 - $17.6 $14.9K - $19.4K
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Feb 02, 2022
626
$236.63 - $276.44 $148K - $173K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
665
$106.07 - $116.97 $70.5K - $77.8K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q4 2021 Filed on Feb 02, 2022
1,430
$52.99 - $56.35 $75.8K - $80.6K
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
478
$39.06 - $53.11 $18.7K - $25.4K
URI
United Rentals, Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
22
$321.98 - $392.79 $7.08K - $8.64K
WAFD
Washington Federal Inc

Financial Services
Q4 2021 Filed on Feb 02, 2022
686
$32.06 - $36.39 $22K - $25K
WM
Waste Management Inc

Industrials
Q4 2021 Filed on Feb 02, 2022
98
$148.83 - $166.9 $14.6K - $16.4K
W
Wayfair Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
10
$189.51 - $279.32 $1.9K - $2.79K
WEC
Wec Energy Group, Inc.

Utilities
Q4 2021 Filed on Feb 02, 2022
112
$86.93 - $98.36 $9.74K - $11K
WFC
Wells Fargo & Company

Financial Services
Q4 2021 Filed on Feb 02, 2022
400
$45.31 - $52.0 $18.1K - $20.8K
WY
Weyerhaeuser CO

Real Estate
Q4 2021 Filed on Feb 02, 2022
659
$35.71 - $41.18 $23.5K - $27.1K
WPP
Wpp PLC

Communication Services
Q4 2021 Filed on Feb 02, 2022
97
$64.88 - $76.2 $6.29K - $7.39K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Feb 02, 2022
829
$62.44 - $68.95 $51.8K - $57.2K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
470
$122.0 - $138.86 $57.3K - $65.3K
WMT
Walmart Inc.

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
40
$135.47 - $151.28 $5.42K - $6.05K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 02, 2022
8
$86.81 - $97.12 $694 - $777
USCI
United States Commodity Index Funds Trust

ETFs
Q4 2021 Filed on Feb 02, 2022
41
$25.5 - $29.04 $1.05K - $1.19K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
86
$394.21 - $439.01 $33.9K - $37.8K
UNH
Unitedhealth Group Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
16
$387.01 - $505.58 $6.19K - $8.09K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2021 Filed on Feb 02, 2022
115
$221.73 - $242.96 $25.5K - $27.9K
VTV
Vanguard Value ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
567
$136.43 - $147.24 $77.4K - $83.5K
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
640
$215.13 - $239.37 $138K - $153K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q4 2021 Filed on Feb 02, 2022
603
$52.69 - $58.11 $31.8K - $35K
Vereit Inc
Q4 2021 Filed on Feb 02, 2022
1,272
N/A
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
805
$12.09 - $14.68 $9.73K - $11.8K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
470
$47.2 - $61.06 $22.2K - $28.7K
NEE
Nextera Energy Inc

Utilities
Q4 2021 Filed on Feb 02, 2022
1,426
$77.83 - $93.36 $111K - $133K
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