Clearstead Advisors’s Cracker Barrel CBRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $537K | Buy |
8,791
+818
| +10% | +$50K | 0.01% | 592 |
|
2025
Q1 | $310K | Hold |
7,973
| – | – | ﹤0.01% | 698 |
|
2024
Q4 | $421K | Sell |
7,973
-300
| -4% | -$15.9K | 0.01% | 622 |
|
2024
Q3 | $375K | Hold |
8,273
| – | – | 0.01% | 645 |
|
2024
Q2 | $349K | Buy |
8,273
+7,895
| +2,089% | +$333K | 0.01% | 627 |
|
2024
Q1 | $21.5K | Buy |
378
+6
| +2% | +$342 | ﹤0.01% | 936 |
|
2023
Q4 | $28.7K | Sell |
372
-358
| -49% | -$27.6K | ﹤0.01% | 876 |
|
2023
Q3 | $49K | Buy |
730
+370
| +103% | +$24.9K | ﹤0.01% | 888 |
|
2023
Q2 | $33.5K | Buy |
+360
| New | +$33.5K | ﹤0.01% | 812 |
|
2020
Q3 | – | Sell |
-325
| Closed | -$36K | – | 889 |
|
2020
Q2 | $36K | Buy |
+325
| New | +$36K | ﹤0.01% | 466 |
|