Cetera Investment Advisers’s Terex TEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $357K | Sell |
7,644
-2,630
| -26% | -$123K | ﹤0.01% | 3246 |
|
2025
Q1 | $388K | Sell |
10,274
-2,270
| -18% | -$85.8K | ﹤0.01% | 3059 |
|
2024
Q4 | $580K | Buy |
12,544
+4,276
| +52% | +$198K | ﹤0.01% | 2566 |
|
2024
Q3 | $437K | Sell |
8,268
-8,185
| -50% | -$433K | ﹤0.01% | 2754 |
|
2024
Q2 | $902K | Buy |
16,453
+286
| +2% | +$15.7K | ﹤0.01% | 2150 |
|
2024
Q1 | $1.04M | Buy |
16,167
+4,905
| +44% | +$316K | ﹤0.01% | 2037 |
|
2023
Q4 | $647K | Sell |
11,262
-3,492
| -24% | -$201K | 0.01% | 1352 |
|
2023
Q3 | $850K | Buy |
14,754
+1,425
| +11% | +$82.1K | 0.01% | 1119 |
|
2023
Q2 | $797K | Sell |
13,329
-126
| -0.9% | -$7.54K | 0.01% | 1172 |
|
2023
Q1 | $651K | Buy |
+13,455
| New | +$651K | 0.01% | 1268 |
|
2022
Q1 | – | Sell |
-4,993
| Closed | -$219K | – | 1979 |
|
2021
Q4 | $219K | Buy |
+4,993
| New | +$219K | ﹤0.01% | 1675 |
|