Cetera Investment Advisers’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
3,814
-1,175
| -24% | -$526K | ﹤0.01% | 1964 |
|
|
2025
Q1 | $2.27M | Sell |
4,989
-607
| -11% | -$276K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $2.69M | Buy |
5,596
+362
| +7% | +$174K | 0.01% | 1432 |
|
|
2024
Q3 | $2.41M | Sell |
5,234
-557
| -10% | -$256K | 0.01% | 1498 |
|
|
2024
Q2 | $2.36M | Buy |
5,791
+391
| +7% | +$160K | 0.01% | 1448 |
|
|
2024
Q1 | $2.45M | Buy |
5,400
+3,683
| +215% | +$1.67M | 0.01% | 1417 |
|
|
2023
Q4 | $819K | Buy |
1,717
+317
| +23% | +$151K | 0.01% | 1222 |
|
|
2023
Q3 | $612K | Sell |
1,400
-279
| -17% | -$122K | 0.01% | 1324 |
|
|
2023
Q2 | $673K | Buy |
1,679
+73
| +5% | +$29.2K | 0.01% | 1285 |
|
|
2023
Q1 | $666K | Sell |
1,606
-53
| -3% | -$22K | 0.01% | 1256 |
|
|
2022
Q4 | $666K | Buy |
1,659
+532
| +47% | +$213K | 0.01% | 1210 |
|
|
2022
Q3 | $451K | Sell |
1,127
-186
| -14% | -$74.4K | 0.01% | 1029 |
|
|
2022
Q2 | $505K | Sell |
1,313
-23
| -2% | -$8.85K | 0.01% | 1094 |
|
|
2022
Q1 | $580K | Sell |
1,336
-226
| -14% | -$98.1K | 0.01% | 1072 |
|
|
2021
Q4 | $759K | Sell |
1,562
-33
| -2% | -$16K | 0.01% | 933 |
|
|
2021
Q3 | $630K | Sell |
1,595
-70
| -4% | -$27.6K | 0.01% | 1002 |
|
|
2021
Q2 | $559K | Buy |
1,665
+93
| +6% | +$31.2K | 0.01% | 1060 |
|
|
2021
Q1 | $485K | Buy |
1,572
+202
| +15% | +$62.3K | 0.01% | 997 |
|
|
2020
Q4 | $456K | Buy |
1,370
+326
| +31% | +$109K | 0.01% | 1001 |
|
|
2020
Q3 | $350K | Buy |
1,044
+172
| +20% | +$57.7K | 0.03% | 463 |
|
|
2020
Q2 | $286K | Buy |
872
+60
| +7% | +$19.7K | 0.03% | 489 |
|
|
2020
Q1 | $212K | Sell |
812
-68
| -8% | -$17.8K | 0.03% | 481 |
|
|
2019
Q4 | $239K | Buy |
880
+5
| +0.6% | +$1.36K | 0.02% | 507 |
|
|
2019
Q3 | $212K | Buy |
+875
| New | +$212K | 0.03% | 495 |
|