Avantax Advisory Services’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
21,900
+2,469
| +13% | +$680K | 0.03% | 396 |
|
|
2025
Q1 | $5.15M | Buy |
19,431
+945
| +5% | +$251K | 0.03% | 404 |
|
|
2024
Q4 | $4.29M | Buy |
18,486
+308
| +2% | +$71.5K | 0.03% | 450 |
|
|
2024
Q3 | $4.01M | Sell |
18,178
-1,616
| -8% | -$357K | 0.03% | 455 |
|
|
2024
Q2 | $3.89M | Buy |
19,794
+12,379
| +167% | +$2.43M | 0.03% | 442 |
|
|
2024
Q1 | $1.6M | Buy |
7,415
+318
| +4% | +$68.5K | 0.01% | 603 |
|
|
2023
Q4 | $1.49M | Buy |
7,097
+141
| +2% | +$29.7K | 0.01% | 594 |
|
|
2023
Q3 | $1.39M | Sell |
6,956
-89
| -1% | -$17.8K | 0.02% | 577 |
|
|
2023
Q2 | $1.31M | Sell |
7,045
-145
| -2% | -$26.9K | 0.01% | 588 |
|
|
2023
Q1 | $1.38M | Buy |
7,190
+101
| +1% | +$19.3K | 0.02% | 560 |
|
|
2022
Q4 | $1.19M | Sell |
7,089
-370
| -5% | -$62.2K | 0.02% | 579 |
|
|
2022
Q3 | $1.32M | Sell |
7,459
-762
| -9% | -$135K | 0.02% | 481 |
|
|
2022
Q2 | $1.68M | Sell |
8,221
-172
| -2% | -$35.2K | 0.03% | 415 |
|
|
2022
Q1 | $1.99M | Buy |
8,393
+1,332
| +19% | +$316K | 0.03% | 377 |
|
|
2021
Q4 | $1.61M | Buy |
7,061
+249
| +4% | +$56.9K | 0.02% | 405 |
|
|
2021
Q3 | $1.32M | Sell |
6,812
-23
| -0.3% | -$4.44K | 0.02% | 413 |
|
|
2021
Q2 | $1.45M | Buy |
6,835
+204
| +3% | +$43.3K | 0.03% | 398 |
|
|
2021
Q1 | $1.35M | Buy |
6,631
+4,932
| +290% | +$1.01M | 0.03% | 376 |
|
|
2020
Q4 | $308K | Sell |
1,699
-2,131
| -56% | -$386K | 0.01% | 709 |
|
|
2020
Q3 | $643K | Buy |
3,830
+2,089
| +120% | +$351K | 0.01% | 708 |
|
|
2020
Q2 | $286K | Buy |
1,741
+85
| +5% | +$14K | 0.01% | 657 |
|
|
2020
Q1 | $287K | Buy |
1,656
+237
| +17% | +$41.1K | 0.01% | 593 |
|
|
2019
Q4 | $286K | Buy |
1,419
+84
| +6% | +$16.9K | 0.01% | 642 |
|
|
2019
Q3 | $282K | Sell |
1,335
-140
| -9% | -$29.6K | 0.01% | 450 |
|
|
2019
Q2 | $286K | Buy |
1,475
+135
| +10% | +$26.2K | 0.01% | 407 |
|
|
2019
Q1 | $221K | Buy |
+1,340
| New | +$221K | 0.01% | 436 |
|