STIFEL FINL CORP

Ticker: SF CUSIP: 860630102 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 73,444 Value ($000) $9,197 Avg Close $119.59 Range $106.56 - $133.08
Q3 2025
Shares 42,730 Value ($000) $4,849 Avg Close $111.58 Range $102.42 - $116.58
Q2 2025
Shares 28,116 Value ($000) $2,918 Avg Close $91.11 Range $72.35 - $104.10
Q1 2025
Shares 20,623 Value ($000) $1,944 Avg Close $104.11 Range $89.30 - $118.61
Q4 2024
Shares 15,502 Value ($000) $1,644 Avg Close $105.03 Range $90.30 - $116.69
Q3 2024
Shares 14,652 Value ($000) $1,376 Avg Close $83.55 Range $74.72 - $92.26
Q2 2024
Shares 14,891 Value ($000) $1,253 Avg Close $77.21 Range $71.29 - $82.14
Q1 2024
Shares 13,556 Value ($000) $1,060 Avg Close $71.37 Range $65.21 - $75.97
Q4 2023
Shares 7,759 Value ($000) $537 Avg Close $59.27 Range $52.55 - $67.58
Q3 2023
Shares 5,873 Value ($000) $361 Avg Close $60.35 Range $55.38 - $63.87
Q2 2023
Shares 5,571 Value ($000) $332 Avg Close $55.57 Range $51.96 - $59.08
Q1 2023
Shares 5,101 Value ($000) $301 Avg Close $59.54 Range $50.67 - $64.81
Q4 2022
Shares 3,913 Value ($000) $228 Avg Close $55.76 Range $46.25 - $62.81
Q2 2017
Shares 136 Value ($000) $6 Avg Close $27.26 Range $24.75 - $30.14
Q1 2017
Shares 80 Value ($000) $4 Avg Close $30.58 Range $27.23 - $33.42
Q4 2016
Shares 80 Value ($000) $4 Avg Close $26.66 Range $21.67 - $31.21
Q3 2016
Shares 70 Value ($000) $3 Avg Close $21.33 Range $16.82 - $23.59
Q2 2016
Shares 124 Value ($000) $4 Avg Close $19.75 Range $16.13 - $22.74
Q3 2015
Shares 574 Value ($000) $24 Avg Close $30.07 Range $24.51 - $34.65
Q1 2015
Shares 639 Value ($000) $36 Avg Close $30.67 Range $27.13 - $34.09
Q4 2014
Shares 596 Value ($000) $30 Avg Close $28.10 Range $24.48 - $30.78
Q3 2014
Shares 596 Value ($000) $28 Avg Close $27.68 Range $26.22 - $29.36
Q2 2014
Shares 596 Value ($000) $28 Avg Close $27.37 Range $25.72 - $29.90
Q1 2014
Shares 596 Value ($000) $30 Avg Close $28.20 Range $25.45 - $30.45