Allworth Financial’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
874
+103
| +13% | +$14.4K | ﹤0.01% | 1419 |
|
|
2025
Q1 | $94.7K | Buy |
771
+135
| +21% | +$16.6K | ﹤0.01% | 1249 |
|
|
2024
Q4 | $88.7K | Buy |
636
+204
| +47% | +$28.4K | ﹤0.01% | 1317 |
|
|
2024
Q3 | $53.8K | Sell |
432
-324
| -43% | -$40.3K | ﹤0.01% | 1377 |
|
|
2024
Q2 | $74K | Buy |
756
+341
| +82% | +$33.4K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $40.4K | Buy |
415
+72
| +21% | +$7K | ﹤0.01% | 1389 |
|
|
2023
Q4 | $31.9K | Buy |
343
+4
| +1% | +$372 | ﹤0.01% | 1387 |
|
|
2023
Q3 | $25K | Buy |
339
+49
| +17% | +$3.62K | ﹤0.01% | 1391 |
|
|
2023
Q2 | $23.4K | Sell |
290
-269
| -48% | -$21.7K | ﹤0.01% | 1444 |
|
|
2023
Q1 | $40.7K | Buy |
559
+80
| +17% | +$5.83K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $36.9K | Sell |
479
-711
| -60% | -$54.7K | ﹤0.01% | 1132 |
|
|
2022
Q3 | $80K | Buy |
1,190
+710
| +148% | +$47.7K | ﹤0.01% | 826 |
|
|
2022
Q2 | $35K | Buy |
480
+408
| +567% | +$29.8K | ﹤0.01% | 1020 |
|
|
2022
Q1 | $7K | Sell |
72
-200
| -74% | -$19.4K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $30K | Buy |
272
+79
| +41% | +$8.71K | ﹤0.01% | 973 |
|
|
2021
Q3 | $19K | Buy |
193
+134
| +227% | +$13.2K | ﹤0.01% | 1047 |
|
|
2021
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 912 |
|
|
2020
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 929 |
|
|
2020
Q1 | $2K | Hold |
59
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q4 | $4K | Sell |
59
-14
| -19% | -$949 | ﹤0.01% | 790 |
|
|
2019
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 706 |
|
|
2019
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 700 |
|
|
2019
Q1 | $4K | Buy |
73
+14
| +24% | +$767 | ﹤0.01% | 707 |
|
|
2018
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 720 |
|
|
2018
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 722 |
|
|
2018
Q2 | $3K | Sell |
59
-3
| -5% | -$153 | ﹤0.01% | 710 |
|
|
2018
Q1 | $3K | Buy |
62
+57
| +1,140% | +$2.76K | ﹤0.01% | 648 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 740 |
|