Cetera Investment Advisers’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
5,413
+894
| +20% | +$62.8K | ﹤0.01% | 3184 |
|
|
2025
Q1 | $308K | Buy |
4,519
+247
| +6% | +$16.8K | ﹤0.01% | 3246 |
|
|
2024
Q4 | $319K | Sell |
4,272
-4,491
| -51% | -$335K | ﹤0.01% | 3069 |
|
|
2024
Q3 | $816K | Buy |
8,763
+44
| +0.5% | +$4.1K | ﹤0.01% | 2266 |
|
|
2024
Q2 | $747K | Sell |
8,719
-377
| -4% | -$32.3K | ﹤0.01% | 2284 |
|
|
2024
Q1 | $763K | Buy |
9,096
+4,903
| +117% | +$411K | ﹤0.01% | 2280 |
|
|
2023
Q4 | $352K | Sell |
4,193
-1,179
| -22% | -$98.9K | ﹤0.01% | 1691 |
|
|
2023
Q3 | $401K | Buy |
5,372
+335
| +7% | +$25K | ﹤0.01% | 1548 |
|
|
2023
Q2 | $426K | Sell |
5,037
-602
| -11% | -$50.9K | ﹤0.01% | 1542 |
|
|
2023
Q1 | $444K | Sell |
5,639
-74
| -1% | -$5.82K | ﹤0.01% | 1494 |
|
|
2022
Q4 | $419K | Buy |
+5,713
| New | +$419K | ﹤0.01% | 1472 |
|
|
2022
Q2 | – | Sell |
-4,253
| Closed | -$319K | – | 1896 |
|
|
2022
Q1 | $319K | Buy |
4,253
+184
| +5% | +$13.8K | ﹤0.01% | 1436 |
|
|
2021
Q4 | $324K | Buy |
4,069
+35
| +0.9% | +$2.79K | ﹤0.01% | 1453 |
|
|
2021
Q3 | $336K | Buy |
4,034
+261
| +7% | +$21.7K | 0.01% | 1364 |
|
|
2021
Q2 | $332K | Buy |
3,773
+1,235
| +49% | +$109K | 0.01% | 1354 |
|
|
2021
Q1 | $226K | Buy |
+2,538
| New | +$226K | ﹤0.01% | 1399 |
|