Beacon Financial Group’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $338K | Sell |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $422K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $784K | Sell |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $948K | Buy |
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|
2021
Q3 | $880K | Buy |
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|
2021
Q2 | $667K | Buy |
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|
2021
Q1 | $629K | Hold |
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|
2020
Q4 | $629K | Sell |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $368K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $302K | Sell |
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|
2018
Q2 | $367K | Buy |
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|
2018
Q1 | $336K | Buy |
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