CFS Investment Advisory Services’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
5,288
+707
+15% +$195K 0.12% 140
2025
Q1
$1.22M Buy
4,581
+411
+10% +$109K 0.11% 151
2024
Q4
$968K Sell
4,170
-95
-2% -$22.1K 0.09% 161
2024
Q3
$941K Sell
4,265
-1,374
-24% -$303K 0.08% 156
2024
Q2
$1.11M Buy
5,639
+644
+13% +$127K 0.09% 135
2024
Q1
$1.08M Buy
4,995
+917
+22% +$197K 0.18% 84
2023
Q4
$859K Buy
4,078
+15
+0.4% +$3.16K 0.15% 82
2023
Q3
$813K Sell
4,063
-2,141
-35% -$428K 0.13% 101
2023
Q2
$1.15M Buy
6,204
+821
+15% +$152K 0.15% 112
2023
Q1
$1.03M Buy
+5,383
New +$1.03M 0.19% 68
2022
Q4
Sell
-39,146
Closed 145
2022
Q3
$0 Buy
+39,146
New ﹤0.01% 257