Stonebridge Financial Planning Group, LLC Closed Holding Positions

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GIM
Templeton Global Income Fund

Financial Services
Q3 2020 Filed on Oct 26, 2020
10,000
$5.3 - $5.51 $53K - $55.1K
VDE
Vanguard Energy ETF

ETFs
Q3 2020 Filed on Oct 26, 2020
45
$40.31 - $52.03 $1.81K - $2.34K
Windstream Hldgs Inc Com
Q3 2020 Filed on Oct 26, 2020
2
N/A
Xilinx Inc
Q3 2020 Filed on Oct 26, 2020
100
N/A
TTE
Total Energies Se

Energy
Q3 2020 Filed on Oct 26, 2020
1,250
$32.7 - $40.47 $40.9K - $50.6K
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Oct 26, 2020
600
$27.09 - $42.14 $16.3K - $25.3K
First Tr Value Line 100 Exchange Traded Fd Com Shs
Q3 2020 Filed on Oct 26, 2020
275
N/A
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Oct 26, 2020
1,900
$38.11 - $42.99 $72.4K - $81.7K
General Electric CO Com Usd0.06
Q3 2020 Filed on Oct 26, 2020
176
N/A
HUN
Huntsman Corp

Basic Materials
Q3 2020 Filed on Oct 26, 2020
100
$16.91 - $24.02 $1.69K - $2.4K
Apollo Global Mgmt Inc Com Cl A
Q2 2020 Filed on Jul 24, 2020
15,000
N/A
ITW
Illinois Tool Works Inc

Industrials
Q2 2020 Filed on Jul 24, 2020
150
$137.27 - $182.87 $20.6K - $27.4K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2020 Filed on Jul 24, 2020
100
$20.29 - $29.82 $2.03K - $2.98K
Raytheon Technologies Corp Com
Q2 2020 Filed on Jul 24, 2020
15,853
N/A
HE
Hawaiian Electric Industries Inc

Utilities
Q2 2020 Filed on Jul 24, 2020
300
$35.1 - $45.6 $10.5K - $13.7K
ICF
Ishares Tr

ETFs
Q2 2020 Filed on Jul 24, 2020
100
$42.79 - $55.37 $4.28K - $5.54K
MS
Morgan Stanley

Financial Services
Q2 2020 Filed on Jul 24, 2020
200
$31.62 - $50.4 $6.32K - $10.1K
FBZ
First Trust Brazil Alphadex Fu
Q2 2020 Filed on Jul 24, 2020
1,500
N/A
Adesto Technologies Corp Com
Q2 2020 Filed on Jul 24, 2020
2,760
N/A
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2020 Filed on Jul 24, 2020
25
$37.38 - $47.13 $935 - $1.18K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2020 Filed on Jul 24, 2020
125
$38.35 - $47.02 $4.79K - $5.88K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q2 2020 Filed on Jul 24, 2020
250
$16.16 - $27.45 $4.04K - $6.86K
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Jul 24, 2020
50
$93.85 - $109.23 $4.69K - $5.46K
JWN
Nordstrom Inc

Consumer Cyclical
Q2 2020 Filed on Jul 24, 2020
250
$13.05 - $23.56 $3.26K - $5.89K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2020 Filed on Jul 24, 2020
350
$10.44 - $15.27 $3.65K - $5.34K
Fs Kkr Capital Corp Ii
Q2 2020 Filed on Jul 24, 2020
2,381
N/A
UGI
Ugi Corp

Utilities
Q2 2020 Filed on Jul 24, 2020
127
$24.64 - $36.77 $3.13K - $4.67K
DFS
Discover Financial Services

Financial Services
Q2 2020 Filed on Jul 24, 2020
10
$28.53 - $61.29 $285 - $613
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2020 Filed on Jul 24, 2020
110
$62.62 - $83.56 $6.89K - $9.19K
American Natl Ins CO N/C
Q2 2020 Filed on Jul 24, 2020
150
N/A
WFC
Wells Fargo & Company

Financial Services
Q2 2020 Filed on Jul 24, 2020
132
$22.53 - $33.32 $2.97K - $4.4K
EMR
Emerson Electric CO

Industrials
Q2 2020 Filed on Jul 24, 2020
175
$45.7 - $69.33 $8K - $12.1K
Aurora Cannabis Inc Com Npv Isin #Ca05156 X1087
Q2 2020 Filed on Jul 24, 2020
1,230
N/A
IXC
Ishares Tr Global Energy ETF

ETFs
Q2 2020 Filed on Jul 24, 2020
300
$16.39 - $23.82 $4.92K - $7.15K
EPD
Enterprise Products Partners L.P.

Energy
Q2 2020 Filed on Jul 24, 2020
900
$13.79 - $22.31 $12.4K - $20.1K
EPR
Epr Properties

Real Estate
Q2 2020 Filed on Jul 24, 2020
200
$19.8 - $44.0 $3.96K - $8.8K
OTIS
Otis Worldwide Corp

Industrials
Q2 2020 Filed on Jul 24, 2020
50
$44.0 - $61.26 $2.2K - $3.06K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2020 Filed on Jul 24, 2020
340
$8.4 - $26.86 $2.86K - $9.13K
FLT
Fleetcor Technologies Inc

Technology
Q2 2020 Filed on Jul 24, 2020
25
$173.22 - $282.43 $4.33K - $7.06K
CGC
Canopy Growth Corp

Healthcare
Q2 2020 Filed on Jul 24, 2020
50
$13.25 - $21.72 $663 - $1.09K
ESS
Essex Property Trust, Inc.

Real Estate
Q2 2020 Filed on Jul 24, 2020
29
$190.86 - $276.2 $5.53K - $8.01K
Aqua America Inc
Q1 2020 Filed on Apr 15, 2020
3,739
N/A
AXON
Axon Enterprise, Inc.

Industrials
Q1 2020 Filed on Apr 15, 2020
200
$52.61 - $88.9 $10.5K - $17.8K
DOW
Dow Inc.

Basic Materials
Q1 2020 Filed on Apr 15, 2020
33
$22.0 - $53.75 $726 - $1.77K
NOC
Northrop Grumman Corp

Industrials
Q1 2020 Filed on Apr 15, 2020
100
$269.86 - $384.87 $27K - $38.5K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
Q1 2020 Filed on Apr 15, 2020
1,341
$9.29 - $11.95 $12.5K - $16K
SYK
Stryker Corp

Healthcare
Q1 2020 Filed on Apr 15, 2020
23
$126.5 - $225.1 $2.91K - $5.18K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on Apr 15, 2020
33
$28.46 - $63.5 $939 - $2.1K
United Technologies Corp Com Usd1
Q1 2020 Filed on Apr 15, 2020
100
N/A
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