Allworth Financial’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
23,408
+23,112
| +7,808% | +$694K | ﹤0.01% | 731 |
|
|
2025
Q1 | $8.19K | Buy |
296
+211
| +248% | +$5.84K | ﹤0.01% | 2505 |
|
|
2024
Q4 | $2.59K | Buy |
85
+19
| +29% | +$579 | ﹤0.01% | 3054 |
|
|
2024
Q3 | $1.95K | Hold |
66
| – | – | ﹤0.01% | 2977 |
|
|
2024
Q2 | $1.59K | Sell |
66
-6
| -8% | -$145 | ﹤0.01% | 3019 |
|
|
2024
Q1 | $1.73K | Sell |
72
-40
| -36% | -$962 | ﹤0.01% | 2863 |
|
|
2023
Q4 | $2.73K | Sell |
112
-1,623
| -94% | -$39.5K | ﹤0.01% | 2535 |
|
|
2023
Q3 | $35.3K | Buy |
1,735
+72
| +4% | +$1.47K | ﹤0.01% | 1247 |
|
|
2023
Q2 | $37.9K | Buy |
1,663
+44
| +3% | +$1K | ﹤0.01% | 1227 |
|
|
2023
Q1 | $34.6K | Buy |
1,619
+46
| +3% | +$984 | ﹤0.01% | 1214 |
|
|
2022
Q4 | $39.8K | Buy |
1,573
+1,320
| +522% | +$33.4K | ﹤0.01% | 1097 |
|
|
2022
Q3 | $6K | Buy |
253
+98
| +63% | +$2.32K | ﹤0.01% | 1815 |
|
|
2022
Q2 | $5K | Buy |
155
+7
| +5% | +$226 | ﹤0.01% | 1742 |
|
|
2022
Q1 | $6K | Hold |
148
| – | – | ﹤0.01% | 1586 |
|
|
2021
Q4 | $6K | Hold |
148
| – | – | ﹤0.01% | 1515 |
|
|
2021
Q3 | $6K | Hold |
148
| – | – | ﹤0.01% | 1465 |
|
|
2021
Q2 | $5K | Hold |
148
| – | – | ﹤0.01% | 1200 |
|
|
2021
Q1 | $5K | Sell |
148
-15
| -9% | -$507 | ﹤0.01% | 1126 |
|
|
2020
Q4 | $5K | Sell |
163
-140
| -46% | -$4.29K | ﹤0.01% | 977 |
|
|
2020
Q3 | $9K | Hold |
303
| – | – | ﹤0.01% | 728 |
|
|
2020
Q2 | $9K | Hold |
303
| – | – | ﹤0.01% | 741 |
|
|
2020
Q1 | $9K | Hold |
303
| – | – | ﹤0.01% | 713 |
|
|
2019
Q4 | $12K | Hold |
303
| – | – | ﹤0.01% | 609 |
|
|
2019
Q3 | $11K | Buy |
+303
| New | +$11K | ﹤0.01% | 556 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 356 |
|