Cetera Investment Advisers’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
87,845
-10,782
| -11% | -$200K | ﹤0.01% | 2002 |
|
|
2025
Q1 | $1.51M | Buy |
+98,627
| New | +$1.51M | ﹤0.01% | 1959 |
|
|
2024
Q3 | – | Sell |
-47,573
| Closed | -$510K | – | 3703 |
|
|
2024
Q2 | $510K | Buy |
47,573
+9,796
| +26% | +$105K | ﹤0.01% | 2576 |
|
|
2024
Q1 | $357K | Buy |
37,777
+24,225
| +179% | +$229K | ﹤0.01% | 2885 |
|
|
2023
Q4 | $107K | Sell |
13,552
-37
| -0.3% | -$292 | ﹤0.01% | 2135 |
|
|
2023
Q3 | $106K | Sell |
13,589
-673
| -5% | -$5.24K | ﹤0.01% | 2087 |
|
|
2023
Q2 | $112K | Sell |
14,262
-1,018
| -7% | -$8K | ﹤0.01% | 2086 |
|
|
2023
Q1 | $110K | Sell |
15,280
-2,483
| -14% | -$17.9K | ﹤0.01% | 2055 |
|
|
2022
Q4 | $139K | Sell |
17,763
-4,141
| -19% | -$32.3K | ﹤0.01% | 1957 |
|
|
2022
Q3 | $0 | Buy |
21,904
+9,587
| +78% | – | ﹤0.01% | 1738 |
|
|
2022
Q2 | $94K | Sell |
12,317
-12,303
| -50% | -$93.9K | ﹤0.01% | 1741 |
|
|
2022
Q1 | $195K | Sell |
24,620
-9,081
| -27% | -$71.9K | ﹤0.01% | 1725 |
|
|
2021
Q4 | $349K | Buy |
33,701
+308
| +0.9% | +$3.19K | 0.01% | 1403 |
|
|
2021
Q3 | $345K | Buy |
33,393
+370
| +1% | +$3.82K | 0.01% | 1348 |
|
|
2021
Q2 | $319K | Buy |
33,023
+8,789
| +36% | +$84.9K | 0.01% | 1373 |
|
|
2021
Q1 | $248K | Sell |
24,234
-4,247
| -15% | -$43.5K | ﹤0.01% | 1348 |
|
|
2020
Q4 | $228K | Buy |
+28,481
| New | +$228K | ﹤0.01% | 1392 |
|