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Creative Planning SOBO Position History
South Bow Corporation • Energy
Quarters held
13
Latest value
$899K
Q3 2026
Peak value
$959K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $261K |
| Q3 2025 | $9K |
| Q3 2025 | $789K |
| Q4 2025 | $267K |
| Q4 2025 | $751K |
| Q1 2026 | $289K |
| Q1 2026 | $917K |
| Q2 2026 | $306K |
| Q2 2026 | $10K |
| Q2 2026 | $959K |
| Q3 2026 | $346K |
| Q3 2026 | $9K |
| Q3 2026 | $899K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $899K | 27.1K | — | — |
| Q3 2026 | $9K | 283 | — | — |
| Q3 2026 | $346K | 2.8K | — | — |
| Q2 2026 | $959K | 27.2K | — | — |
| Q2 2026 | $10K | 283 | — | — |
| Q2 2026 | $306K | 2.6K | — | — |
| Q1 2026 | $917K | 27.5K | — | — |
| Q1 2026 | $289K | 2.8K | — | — |
| Q4 2025 | $751K | 27.3K | — | — |
| Q4 2025 | $267K | 2.6K | — | — |
| Q3 2025 | $789K | 27.9K | — | — |
| Q3 2025 | $9K | 303 | — | — |
| Q3 2025 | $261K | 2.8K | — | — |
Other funds holding SOBO
$164.9M
$162.3M
$161.3M
$147.2M
$139.3M
$126.7M
$101.4M
$101.3M