CAPTRUST Financial Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.78M | Sell |
19,851
-3,186
| -14% | -$446K | 0.01% | 836 |
|
2025
Q1 | $3.01M | Buy |
23,037
+1,402
| +6% | +$183K | 0.01% | 743 |
|
2024
Q4 | $2.84M | Buy |
21,635
+1,469
| +7% | +$193K | 0.01% | 734 |
|
2024
Q3 | $2.51M | Buy |
20,166
+815
| +4% | +$101K | 0.01% | 772 |
|
2024
Q2 | $1.72M | Sell |
19,351
-687
| -3% | -$61.2K | 0.01% | 882 |
|
2024
Q1 | $1.95M | Sell |
20,038
-5,978
| -23% | -$581K | 0.01% | 813 |
|
2023
Q4 | $2.42M | Buy |
26,016
+3,067
| +13% | +$286K | 0.01% | 830 |
|
2023
Q3 | $1.7M | Buy |
22,949
+439
| +2% | +$32.4K | 0.01% | 927 |
|
2023
Q2 | $1.82M | Buy |
22,510
+2,491
| +12% | +$201K | 0.01% | 871 |
|
2023
Q1 | $1.46M | Sell |
20,019
-1,845
| -8% | -$134K | 0.01% | 857 |
|
2022
Q4 | $1.68M | Buy |
21,864
+1,434
| +7% | +$110K | 0.01% | 770 |
|
2022
Q3 | $1.38M | Sell |
20,430
-629
| -3% | -$42.5K | 0.01% | 798 |
|
2022
Q2 | $1.55M | Buy |
21,059
+4,848
| +30% | +$357K | 0.01% | 674 |
|
2022
Q1 | $1.48M | Buy |
16,211
+1,524
| +10% | +$140K | 0.01% | 688 |
|
2021
Q4 | $1.59M | Buy |
14,687
+2,472
| +20% | +$268K | 0.01% | 632 |
|
2021
Q3 | $1.19M | Buy |
12,215
+421
| +4% | +$41K | 0.01% | 686 |
|
2021
Q2 | $1.01M | Sell |
11,794
-457
| -4% | -$39.2K | 0.01% | 716 |
|
2021
Q1 | $969K | Buy |
12,251
+8,410
| +219% | +$665K | 0.01% | 705 |
|
2020
Q4 | $241K | Buy |
3,841
+1,100
| +40% | +$69K | ﹤0.01% | 1110 |
|
2020
Q3 | $130K | Buy |
2,741
+421
| +18% | +$20K | ﹤0.01% | 1227 |
|
2020
Q2 | $104K | Sell |
2,320
-266
| -10% | -$11.9K | ﹤0.01% | 1329 |
|
2020
Q1 | $92K | Buy |
+2,586
| New | +$92K | ﹤0.01% | 1157 |
|
2019
Q4 | – | Sell |
-670
| Closed | -$36K | – | 1125 |
|
2019
Q3 | $36K | Hold |
670
| – | – | ﹤0.01% | 1102 |
|
2019
Q2 | $34K | Hold |
670
| – | – | ﹤0.01% | 1114 |
|
2019
Q1 | $33K | Buy |
670
+13
| +2% | +$640 | ﹤0.01% | 1013 |
|
2018
Q4 | $26K | Buy |
657
+34
| +5% | +$1.35K | ﹤0.01% | 935 |
|
2018
Q3 | $27K | Hold |
623
| – | – | ﹤0.01% | 911 |
|
2018
Q2 | $30K | Buy |
623
+353
| +131% | +$17K | ﹤0.01% | 828 |
|
2018
Q1 | $13K | Sell |
270
-38
| -12% | -$1.83K | ﹤0.01% | 957 |
|
2017
Q4 | $13K | Buy |
+308
| New | +$13K | ﹤0.01% | 924 |
|