Cambridge Investment Research Advisors’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
14,503
+4,213
| +41% | +$72.6K | ﹤0.01% | 3133 |
|
|
2025
Q1 | $199K | Buy |
+10,290
| New | +$199K | ﹤0.01% | 3212 |
|
|
2023
Q4 | – | Sell |
-10,593
| Closed | -$172K | – | 3210 |
|
|
2023
Q3 | $172K | Sell |
10,593
-2,520
| -19% | -$40.9K | ﹤0.01% | 2865 |
|
|
2023
Q2 | $225K | Sell |
13,113
-782
| -6% | -$13.4K | ﹤0.01% | 2779 |
|
|
2023
Q1 | $240K | Buy |
13,895
+164
| +1% | +$2.83K | ﹤0.01% | 2667 |
|
|
2022
Q4 | $251K | Buy |
13,731
+623
| +5% | +$11.4K | ﹤0.01% | 2569 |
|
|
2022
Q3 | $246K | Buy |
13,108
+205
| +2% | +$3.85K | ﹤0.01% | 2531 |
|
|
2022
Q2 | $263K | Buy |
12,903
+2,883
| +29% | +$58.8K | ﹤0.01% | 2493 |
|
|
2022
Q1 | $222K | Buy |
+10,020
| New | +$222K | ﹤0.01% | 2791 |
|