Bell Investment Advisors’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7K | Hold |
59
| – | – | ﹤0.01% | 1124 |
|
|
2025
Q1 | $2.87K | Hold |
59
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q4 | $2.8K | Hold |
59
| – | – | ﹤0.01% | 1199 |
|
|
2024
Q3 | $2.39K | Hold |
59
| – | – | ﹤0.01% | 1274 |
|
|
2024
Q2 | $2.32K | Hold |
59
| – | – | ﹤0.01% | 1291 |
|
|
2024
Q1 | $2.13K | Hold |
59
| – | – | ﹤0.01% | 1334 |
|
|
2023
Q4 | $2.07K | Hold |
59
| – | – | ﹤0.01% | 1314 |
|
|
2023
Q3 | $1.79K | Hold |
59
| – | – | ﹤0.01% | 1326 |
|
|
2023
Q2 | $2.04K | Hold |
59
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q1 | $2.07K | Hold |
59
| – | – | ﹤0.01% | 1249 |
|
|
2022
Q4 | $1.87K | Hold |
59
| – | – | ﹤0.01% | 1327 |
|
|
2022
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q2 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 1109 |
|
|
2021
Q4 | $3K | Buy |
79
+10
| +14% | +$380 | ﹤0.01% | 954 |
|
|
2021
Q3 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 887 |
|