Allworth Financial’s Costamare CMRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $565 | Buy |
62
+25
| +68% | +$228 | ﹤0.01% | 4095 |
|
2025
Q1 | $340 | Hold |
37
| – | – | ﹤0.01% | 3765 |
|
2024
Q4 | $447 | Sell |
37
-138
| -79% | -$1.67K | ﹤0.01% | 3626 |
|
2024
Q3 | $2.75K | Hold |
175
| – | – | ﹤0.01% | 2823 |
|
2024
Q2 | $2.51K | Buy |
175
+138
| +373% | +$1.98K | ﹤0.01% | 2820 |
|
2024
Q1 | $420 | Hold |
37
| – | – | ﹤0.01% | 3324 |
|
2023
Q4 | $386 | Sell |
37
-707
| -95% | -$7.38K | ﹤0.01% | 3188 |
|
2023
Q3 | $7.16K | Hold |
744
| – | – | ﹤0.01% | 1968 |
|
2023
Q2 | $7.2K | Hold |
744
| – | – | ﹤0.01% | 1962 |
|
2023
Q1 | $7K | Hold |
744
| – | – | ﹤0.01% | 1916 |
|
2022
Q4 | $6.9K | Hold |
744
| – | – | ﹤0.01% | 1796 |
|
2022
Q3 | $7K | Buy |
744
+707
| +1,911% | +$6.65K | ﹤0.01% | 1772 |
|
2022
Q2 | $0 | Hold |
37
| – | – | ﹤0.01% | 2447 |
|
2022
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1901 |
|
2021
Q4 | $0 | Hold |
37
| – | – | ﹤0.01% | 1953 |
|
2021
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1735 |
|