Stonebridge Financial Planning Group, LLC Purchases and Sells in Q2 2025

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025

Top Buys

Incresed Positions

52 operations
Stock Shares change Price Range Shares Held Trade History
42.7K
+ 47.34%
$22.4 - $23.8 $956K - $1.02M
133K $3.16M
5.04K
+ 49.79%
$114.87 - $131.25 $579K - $662K
15.2K $1.99M
120
+ 0.1%
$59.24 - $71.39 $7.11K - $8.57K
121K $8.59M
7.63K
+ 36.9%
$51.6 - $62.74 $394K - $479K
28.3K $1.78M
2.08K
+ 3.22%
$45.65 - $57.01 $94.7K - $118K
66.5K $3.79M
3.89K
+ 3.67%
$55.22 - $63.94 $215K - $249K
110K $7.03M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
57K
New
$21.8 - $27.71 $1.24M - $1.58M
57K $1.57M
10.7K
New
$50.55 - $59.83 $541K - $640K
10.7K $633K
8.15K
New
$61.32 - $75.28 $500K - $614K
8.15K $611K
1.86K
New
$144.94 - $210.94 $269K - $392K
1.86K $391K
3.7K
New
$45.9 - $56.06 $170K - $207K
3.7K $207K
FIRST TR EXCHNG TRADED FD VI
5.4K
New
N/A
5.4K $0
View all

Top Sells

Reduced Positions

83 operations
Stock Shares change Price Range Shares Held Trade History
-5.83K
- 39.72%
$85.52 - $96.61 $499K - $563K
8.85K $824K
-1.94K
- 11.29%
$128.77 - $144.3 $250K - $281K
15.3K $2.06M
-530
- 4.01%
$172.42 - $223.89 $91.4K - $119K
12.7K $2.6M
-224
- 23.12%
$274.35 - $599.47 $61.5K - $134K
745 $232K
-2.3K
- 6.69%
$100.04 - $100.54 $230K - $231K
32.1K $3.23M
-2.19K
- 4.93%
N/A
42.3K $3.63M
View all
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email