Sterling Financial Planning, Inc. Closed Holding Positions

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PSX
Phillips 66

Energy
Q4 2021 Filed on Feb 02, 2022
1,093
$68.67 - $83.73 $75.1K - $91.5K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
100
$34.93 - $62.68 $3.49K - $6.27K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
960
$192.55 - $216.56 $185K - $208K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Feb 02, 2022
1,020
$144.01 - $172.44 $147K - $176K
PPL
Ppl Corp

Utilities
Q4 2021 Filed on Feb 02, 2022
1,568
$27.83 - $30.06 $43.6K - $47.1K
PGR
Progressive Corp

Financial Services
Q4 2021 Filed on Feb 02, 2022
446
$90.01 - $103.97 $40.1K - $46.4K
CSM
Proshares Large Cap Core Plus

ETFs
Q4 2021 Filed on Feb 02, 2022
86
$50.22 - $55.95 $4.32K - $4.81K
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Feb 02, 2022
1,141
$87.21 - $103.65 $99.5K - $118K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
310
$85.94 - $98.85 $26.6K - $30.6K
PFE
Pfizer Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
2,438
$41.32 - $61.25 $101K - $149K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
300
$179.32 - $271.7 $53.8K - $81.5K
NGL
Ngl Energy Partners LP

Energy
Q4 2021 Filed on Feb 02, 2022
1,811
$1.79 - $2.82 $3.24K - $5.11K
NIO
Nio Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
103
$28.16 - $43.2 $2.9K - $4.45K
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Feb 02, 2022
20
$345.98 - $406.62 $6.92K - $8.13K
NVCR
Novo Cure LTD

Healthcare
Q4 2021 Filed on Feb 02, 2022
150
$75.08 - $121.99 $11.3K - $18.3K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 02, 2022
2,612
$14.87 - $15.6 $38.8K - $40.7K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Feb 02, 2022
1,544
$27.42 - $31.63 $42.3K - $48.8K
OLP
One Liberty Properties Inc

Real Estate
Q4 2021 Filed on Feb 02, 2022
726
$31.11 - $35.28 $22.6K - $25.6K
PEG
Public Service Enterprise Group Inc

Utilities
Q4 2021 Filed on Feb 02, 2022
1,324
$59.28 - $66.73 $78.5K - $88.4K
QS
Quantum Scape Corp

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
346
$22.03 - $40.58 $7.62K - $14K
RMD
Resmed Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
100
$248.03 - $268.66 $24.8K - $26.9K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 02, 2022
133
$30.22 - $33.49 $4.02K - $4.45K
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2021 Filed on Feb 02, 2022
334
$31.55 - $34.05 $10.5K - $11.4K
NOW
Service Now, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
54
$599.57 - $701.73 $32.4K - $37.9K
SPG
Simon Property Group Inc

Real Estate
Q4 2021 Filed on Feb 02, 2022
167
$131.39 - $170.5 $21.9K - $28.5K
SNOW
Snowflake Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
35
$294.68 - $401.89 $10.3K - $14.1K
SO
Southern CO

Utilities
Q4 2021 Filed on Feb 02, 2022
626
$61.1 - $68.58 $38.2K - $42.9K
RWX
Spdr Dow Jones International R

ETFs
Q4 2021 Filed on Feb 02, 2022
1,943
$34.44 - $37.33 $66.9K - $72.5K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q4 2021 Filed on Feb 02, 2022
411
$28.37 - $30.32 $11.7K - $12.5K
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2021 Filed on Feb 02, 2022
882
$52.31 - $57.77 $46.1K - $51K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
929
$22.99 - $26.35 $21.4K - $24.5K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2021 Filed on Feb 02, 2022
1,390
$39.06 - $43.63 $54.3K - $60.6K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
100
$64.27 - $96.67 $6.43K - $9.67K
RGLD
Royal Gold Inc

Basic Materials
Q4 2021 Filed on Feb 02, 2022
448
$92.27 - $107.67 $41.3K - $48.2K
RPM
Rpm International Inc

Basic Materials
Q4 2021 Filed on Feb 02, 2022
10
$78.49 - $101.0 $785 - $1.01K
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
48
$415.85 - $478.97 $20K - $23K
CRM
Salesforce, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
66
$247.21 - $309.96 $16.3K - $20.5K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Feb 02, 2022
300
$28.38 - $34.74 $8.51K - $10.4K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Feb 02, 2022
5,135
$37.77 - $40.6 $194K - $208K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Feb 02, 2022
229
$67.9 - $73.3 $15.5K - $16.8K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q4 2021 Filed on Feb 02, 2022
40
$56.92 - $61.04 $2.28K - $2.44K
LEA
Lear Corp

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
400
$157.13 - $187.99 $62.9K - $75.2K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Feb 02, 2022
300
$39.23 - $54.4 $11.8K - $16.3K
BYRN
Byrna Technologies Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
132
$13.07 - $22.21 $1.73K - $2.93K
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Feb 02, 2022
55
$191.9 - $231.65 $10.6K - $12.7K
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Feb 02, 2022
89
$29.58 - $35.1 $2.63K - $3.12K
GE
General Electric CO

Industrials
Q4 2021 Filed on Feb 02, 2022
921
$89.98 - $111.29 $82.9K - $102K
EDOC
Global X Fds Telemedicine & Di

ETFs
Q4 2021 Filed on Feb 02, 2022
270
$15.72 - $18.83 $4.24K - $5.08K
GIGB
Goldman Sachs ETF Access Invt
Q4 2021 Filed on Feb 02, 2022
350
N/A
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