BFG
Beacon Financial Group’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,355
+36
| +3% | +$9.93K | 0.04% | 260 |
|
|
2025
Q1 | $350K | Buy |
1,319
+61
| +5% | +$16.2K | 0.04% | 260 |
|
|
2024
Q4 | $292K | Buy |
+1,258
| New | +$292K | 0.03% | 286 |
|
|
2017
Q1 | – | Sell |
-2,350
| Closed | -$271K | – | 178 |
|
|
2016
Q4 | $271K | Sell |
2,350
-29
| -1% | -$3.34K | 0.06% | 170 |
|
|
2016
Q3 | $249K | Sell |
2,379
-2,146
| -47% | -$225K | 0.05% | 177 |
|
|
2016
Q2 | $435K | Buy |
4,525
+38
| +0.8% | +$3.65K | 0.1% | 126 |
|
|
2016
Q1 | $428K | Sell |
4,487
-292
| -6% | -$27.9K | 0.09% | 132 |
|
|
2015
Q4 | $437K | Buy |
4,779
+27
| +0.6% | +$2.47K | 0.1% | 123 |
|
|
2015
Q3 | $430K | Sell |
4,752
-127
| -3% | -$11.5K | 0.11% | 120 |
|
|
2015
Q2 | $450K | Buy |
4,879
+53
| +1% | +$4.89K | 0.1% | 118 |
|
|
2015
Q1 | $460K | Buy |
4,826
+217
| +5% | +$20.7K | 0.1% | 107 |
|
|
2014
Q4 | $414K | Buy |
4,609
+77
| +2% | +$6.92K | 0.09% | 122 |
|
|
2014
Q3 | $360K | Hold |
4,532
| – | – | 0.08% | 138 |
|
|
2014
Q2 | $319K | Buy |
4,532
+20
| +0.4% | +$1.41K | 0.07% | 141 |
|
|
2014
Q1 | $333K | Buy |
4,512
+190
| +4% | +$14K | 0.07% | 142 |
|
|
2013
Q4 | $339K | Buy |
4,322
+121
| +3% | +$9.49K | 0.07% | 153 |
|
|
2013
Q3 | $314K | Buy |
+4,201
| New | +$314K | 0.07% | 146 |
|