Cambridge Investment Research Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Cambridge Investment Research Advisors’s Portfolio LEO Stock Details LEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,726	Closed	-$67K	–	3903
2025 Q3	$67K	Sell	10,726 -3,576	-25%	-$21.3K	﹤0.01%	3636
2025 Q2	$85K	Hold	14,302	–	–	﹤0.01%	3485
2025 Q1	$88K	Sell	14,302 -4,052	-22%	-$25K	﹤0.01%	3366
2024 Q4	$111K	Buy	18,354 +1,158	+7%	+$7.3K	﹤0.01%	3316
2024 Q3	$112K	Buy	17,196 +20	+0.1%	+$127	﹤0.01%	3252
2024 Q2	$105K	Buy	17,176 +42	+0.2%	+$252	﹤0.01%	3149
2024 Q1	$105K	Sell	17,134 -6,690	-28%	-$40K	﹤0.01%	3146
2023 Q4	$140K	Buy	23,824 +6,756	+40%	+$37.2K	﹤0.01%	2988
2023 Q3	$91K	Sell	17,068 -440	-3%	-$2.57K	﹤0.01%	2975
2023 Q2	$109K	Sell	17,508 -820	-4%	-$5.05K	﹤0.01%	2986
2023 Q1	$114K	Sell	18,328 -1,680	-8%	-$10.6K	﹤0.01%	2949
2022 Q4	$122K	Sell	20,008 -1,375	-6%	-$8.41K	﹤0.01%	2873
2022 Q3	$130K	Sell	21,383 -174	-0.8%	-$1.16K	﹤0.01%	2807
2022 Q2	$142K	Sell	21,557 -35,575	-62%	-$241K	﹤0.01%	2806
2022 Q1	$411K	Buy	57,132 +11,338	+25%	+$86.7K	﹤0.01%	2270
2021 Q4	$388K	Buy	45,794 +6,484	+16%	+$54.9K	﹤0.01%	2308
2021 Q3	$342K	Sell	39,310 -2,041	-5%	-$18.7K	﹤0.01%	2356
2021 Q2	$371K	Buy	41,351 +426	+1%	+$3.75K	﹤0.01%	2302
2021 Q1	$349K	Buy	40,925 +13,000	+47%	+$110K	﹤0.01%	2179
2020 Q4	$237K	Sell	27,925 -9,342	-25%	-$77.8K	﹤0.01%	2338
2020 Q3	$309K	Buy	37,267 +514	+1%	+$4.24K	﹤0.01%	1914
2020 Q2	$285K	Sell	36,753 -191	-0.5%	-$1.42K	﹤0.01%	1925
2020 Q1	$275K	Buy	36,944 +52	+0.1%	+$435	﹤0.01%	1727
2019 Q4	$314K	Buy	36,892 +13	+0%	+$111	﹤0.01%	1880
2019 Q3	$316K	Buy	+36,879	New	+$312K	﹤0.01%	1787
2019 Q2	–	Sell	-36,843	Closed	-$291K	–	2286
2019 Q1	$291K	Buy	36,843 +30	+0.1%	+$231	﹤0.01%	1834
2018 Q4	$264K	Buy	36,813 +31	+0.1%	+$224	﹤0.01%	1743
2018 Q3	$276K	Sell	36,782 -771	-2%	-$5.9K	﹤0.01%	1847
2018 Q2	$288K	Buy	37,553 +20,793	+124%	+$159K	﹤0.01%	1759
2018 Q1	$129K	Buy	16,760 +219	+1%	+$1.76K	﹤0.01%	2032
2017 Q4	$143K	Buy	16,541 +350	+2%	+$3.07K	﹤0.01%	1993
2017 Q3	$142K	Buy	16,191 +49	+0.3%	+$439	﹤0.01%	1886
2017 Q2	$144K	Buy	16,142 +49	+0.3%	+$431	﹤0.01%	1812
2017 Q1	$138K	Buy	16,093 +2,474	+18%	+$21.3K	﹤0.01%	1672
2016 Q4	$114K	Sell	13,619 -2,552	-16%	-$21.9K	﹤0.01%	1579
2016 Q3	$151K	Sell	16,171 -46,889	-74%	-$438K	﹤0.01%	1620
2016 Q2	$599K	Buy	63,060 +49,422	+362%	+$454K	0.01%	853
2016 Q1	$122K	Sell	13,638 -986	-7%	-$8.62K	﹤0.01%	1494
2015 Q4	$125K	Sell	14,624 -10,299	-41%	-$85.9K	﹤0.01%	1463
2015 Q3	$204K	Buy	24,923 +1,108	+5%	+$8.92K	0.01%	1250
2015 Q2	$188K	Buy	23,815 +1,366	+6%	+$11.1K	0.01%	1294
2015 Q1	$188K	Buy	22,449 +3,247	+17%	+$27.2K	0.01%	1267
2014 Q4	$157K	Sell	19,202 -2,320	-11%	-$19.1K	﹤0.01%	1253
2014 Q3	$180K	Buy	21,522 +14	+0.1%	+$117	0.01%	1328
2014 Q2	$182K	Buy	21,508 +738	+4%	+$6.11K	0.01%	1221
2014 Q1	$168K	Buy	+20,770	New	+$166K	0.01%	1177