Bailard’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-20,172
| Closed | -$584K | – | 775 |
|
|
2025
Q3 | $584K | Buy |
20,172
+4,200
| +26% | +$119K | 0.01% | 458 |
|
|
2025
Q2 | $480K | Hold |
15,972
| – | – | 0.01% | 506 |
|
|
2025
Q1 | $471K | Buy |
15,972
+7,700
| +93% | +$230K | 0.01% | 477 |
|
|
2024
Q4 | $253K | Buy |
+8,272
| New | +$254K | 0.01% | 628 |
|
|
2024
Q1 | – | Sell |
-9,212
| Closed | -$224K | – | 751 |
|
|
2023
Q4 | $224K | Buy |
+9,212
| New | +$189K | 0.01% | 639 |
|
|
2023
Q1 | – | Sell |
-13,040
| Closed | -$330K | – | 735 |
|
|
2022
Q4 | $330K | Buy |
13,040
+4,000
| +44% | +$97.6K | 0.01% | 490 |
|
|
2022
Q3 | $211K | Buy |
+9,040
| New | +$255K | 0.01% | 583 |
|
|
2021
Q1 | – | Sell |
-12,700
| Closed | -$425K | – | 696 |
|
|
2020
Q4 | $425K | Buy |
+12,700
| New | +$393K | 0.02% | 363 |
|
|
2020
Q2 | – | Sell |
-14,299
| Closed | -$419K | – | 514 |
|
|
2020
Q1 | $419K | Buy |
+14,299
| New | +$530K | 0.03% | 255 |
|
|
2019
Q1 | – | Sell |
-11,350
| Closed | -$359K | – | 550 |
|
|
2018
Q4 | $359K | Hold |
11,350
| – | – | 0.02% | 385 |
|
|
2018
Q3 | $404K | Sell |
11,350
-6,400
| -36% | -$238K | 0.02% | 420 |
|
|
2018
Q2 | $688K | Sell |
17,750
-3,700
| -17% | -$135K | 0.04% | 270 |
|
|
2018
Q1 | $745K | Sell |
21,450
-15,955
| -43% | -$557K | 0.05% | 250 |
|
|
2017
Q4 | $1.38M | Buy |
+37,405
| New | +$1.38M | 0.09% | 205 |
|
|
2015
Q1 | – | Sell |
-7,085
| Closed | -$228K | – | 243 |
|
|
2014
Q4 | $228K | Sell |
7,085
-10,628
| -60% | -$363K | 0.03% | 219 |
|
|
2014
Q3 | $598K | Buy |
+17,713
| New | +$631K | 0.09% | 118 |
|
|
2014
Q1 | – | Sell |
-17,713
| Closed | -$515K | – | 218 |
|
|
2013
Q4 | $515K | Buy |
+17,713
| New | +$534K | 0.08% | 134 |
|
Other funds holding CUZ
AAMU
CIM
