Beacon Pointe Advisors’s CBL Properties CBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
126,203
+23,776
| +23% | +$604K | 0.03% | 392 |
|
|
2025
Q1 | $2.72M | Buy |
102,427
+3,661
| +4% | +$97.3K | 0.03% | 402 |
|
|
2024
Q4 | $2.9M | Buy |
98,766
+84,708
| +603% | +$2.49M | 0.03% | 379 |
|
|
2024
Q3 | $354K | Sell |
14,058
-42,627
| -75% | -$1.07M | ﹤0.01% | 959 |
|
|
2024
Q2 | $1.33M | Hold |
56,685
| – | – | 0.02% | 565 |
|
|
2024
Q1 | $1.3M | Buy |
56,685
+45,737
| +418% | +$1.05M | 0.01% | 604 |
|
|
2023
Q4 | $267K | Hold |
10,948
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q3 | $230K | Buy |
+10,948
| New | +$230K | ﹤0.01% | 1167 |
|
|
2022
Q1 | – | Sell |
-7,158
| Closed | -$223K | – | 1201 |
|
|
2021
Q4 | $223K | Buy |
+7,158
| New | +$223K | 0.01% | 841 |
|