Cetera Trust Company’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
9,005
+230
| +3% | +$6.91K | 0.16% | 125 |
|
|
2025
Q1 | $259K | Hold |
8,775
| – | – | 0.17% | 121 |
|
|
2024
Q4 | $269K | Sell |
8,775
-600
| -6% | -$18.4K | 0.17% | 111 |
|
|
2024
Q3 | $276K | Sell |
9,375
-75
| -0.8% | -$2.21K | 0.17% | 117 |
|
|
2024
Q2 | $219K | Hold |
9,450
| – | – | 0.14% | 143 |
|
|
2024
Q1 | $227K | Buy |
9,450
+3,025
| +47% | +$72.7K | 0.14% | 145 |
|
|
2023
Q4 | $156K | Buy |
+6,425
| New | +$156K | 0.1% | 175 |
|