CFA
Capstone Financial Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Sell |
18,100
-1,724
| -9% | -$475K | 0.29% | 32 |
|
|
2025
Q1 | $5.26M | Sell |
19,824
-334
| -2% | -$88.6K | 0.33% | 29 |
|
|
2024
Q4 | $4.68M | Buy |
20,158
+2
| +0% | +$464 | 0.29% | 32 |
|
|
2024
Q3 | $4.45M | Buy |
20,156
+7
| +0% | +$1.55K | 0.27% | 32 |
|
|
2024
Q2 | $3.96M | Buy |
20,149
+3
| +0% | +$590 | 0.26% | 31 |
|
|
2024
Q1 | $4.34M | Buy |
20,146
+15
| +0.1% | +$3.23K | 0.29% | 28 |
|
|
2023
Q4 | $4.24M | Sell |
20,131
-2,265
| -10% | -$477K | 0.3% | 27 |
|
|
2023
Q3 | $4.48M | Sell |
22,396
-47
| -0.2% | -$9.41K | 0.35% | 25 |
|
|
2023
Q2 | $4.16M | Sell |
22,443
-58
| -0.3% | -$10.7K | 0.31% | 26 |
|
|
2023
Q1 | $4.31M | Sell |
22,501
-197
| -0.9% | -$37.7K | 0.34% | 23 |
|
|
2022
Q4 | $3.82M | Buy |
22,698
+831
| +4% | +$140K | 0.32% | 25 |
|
|
2022
Q3 | $3.87M | Hold |
21,867
| – | – | 0.36% | 25 |
|
|
2022
Q2 | $4.48M | Hold |
21,867
| – | – | 0.38% | 29 |
|
|
2022
Q1 | $5.2M | Sell |
21,867
-11
| -0.1% | -$2.62K | 0.38% | 29 |
|
|
2021
Q4 | $5M | Sell |
21,878
-249
| -1% | -$56.9K | 0.36% | 26 |
|
|
2021
Q3 | $4.28M | Hold |
22,127
| – | – | 0.34% | 25 |
|
|
2021
Q2 | $4.71M | Buy |
22,127
+102
| +0.5% | +$21.7K | 0.37% | 21 |
|
|
2021
Q1 | $4.5M | Buy |
22,025
+1,634
| +8% | +$334K | 0.4% | 21 |
|
|
2020
Q4 | $3.71M | Sell |
20,391
-2,097
| -9% | -$382K | 0.35% | 23 |
|
|
2020
Q3 | $3.76M | Buy |
22,488
+152
| +0.7% | +$25.4K | 0.4% | 24 |
|
|
2020
Q2 | $3.63M | Sell |
22,336
-197
| -0.9% | -$32K | 0.42% | 23 |
|
|
2020
Q1 | $3.9M | Sell |
22,533
-183
| -0.8% | -$31.6K | 0.51% | 20 |
|
|
2019
Q4 | $4.56M | Sell |
22,716
-19
| -0.1% | -$3.81K | 0.64% | 16 |
|
|
2019
Q3 | $4.81M | Sell |
22,735
-1,922
| -8% | -$406K | 0.73% | 16 |
|
|
2019
Q2 | $4.79M | Sell |
24,657
-2,000
| -8% | -$388K | 0.77% | 16 |
|
|
2019
Q1 | $4.39M | Buy |
26,657
+341
| +1% | +$56.1K | 0.75% | 16 |
|
|
2018
Q4 | $4.95M | Sell |
26,316
-2,414
| -8% | -$454K | 0.99% | 19 |
|
|
2018
Q3 | $4.89M | Sell |
28,730
-54
| -0.2% | -$9.19K | 1.21% | 12 |
|
|
2018
Q2 | $4.72M | Buy |
28,784
+1
| +0% | +$164 | 1.42% | 13 |
|
|
2018
Q1 | $4.66M | Sell |
28,783
-302
| -1% | -$48.8K | 1.54% | 13 |
|
|
2017
Q4 | $4.25M | Sell |
29,085
-171
| -0.6% | -$25K | 1.59% | 12 |
|
|
2017
Q3 | $3.97M | Sell |
29,256
-106
| -0.4% | -$14.4K | 1.76% | 9 |
|
|
2017
Q2 | $3.68M | Buy |
29,362
+1
| +0% | +$125 | 1.78% | 9 |
|
|
2017
Q1 | $3.49M | Hold |
29,361
| – | – | 1.77% | 9 |
|
|
2016
Q4 | $3.39M | Buy |
29,361
+1
| +0% | +$115 | 1.55% | 11 |
|
|
2016
Q3 | $3.07M | Sell |
29,360
-177
| -0.6% | -$18.5K | 1.63% | 9 |
|
|
2016
Q2 | $2.88M | Buy |
29,537
+1
| +0% | +$97 | 1.55% | 9 |
|
|
2016
Q1 | $2.84M | Buy |
29,536
+393
| +1% | +$37.7K | 1.12% | 14 |
|
|
2015
Q4 | $2.64M | Hold |
29,143
| – | – | 0.94% | 16 |
|
|
2015
Q3 | $2.7M | Sell |
29,143
-5,094
| -15% | -$472K | 1.2% | 14 |
|
|
2015
Q2 | $3.19M | Buy |
34,237
+3,750
| +12% | +$349K | 1.24% | 12 |
|
|
2015
Q1 | $2.89M | Buy |
30,487
+875
| +3% | +$82.9K | 1.11% | 13 |
|
|
2014
Q4 | $2.63M | Hold |
29,612
| – | – | 0.82% | 16 |
|
|
2014
Q3 | $2.37M | Buy |
29,612
+1
| +0% | +$80 | 1.44% | 8 |
|
|
2014
Q2 | $2.1M | Buy |
29,611
+76
| +0.3% | +$5.39K | 1.46% | 7 |
|
|
2014
Q1 | $2.19M | Sell |
29,535
-47
| -0.2% | -$3.48K | 1.34% | 9 |
|
|
2013
Q4 | $2.32M | Buy |
+29,582
| New | +$2.32M | 1.5% | 8 |
|