Clearstead Advisors’s Consensus Cloud Solutions CCSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
780
+414
| +113% | +$9.55K | ﹤0.01% | 1661 |
|
|
2025
Q1 | $8.45K | Hold |
366
| – | – | ﹤0.01% | 1646 |
|
|
2024
Q4 | $8.73K | Hold |
366
| – | – | ﹤0.01% | 1605 |
|
|
2024
Q3 | $8.62K | Hold |
366
| – | – | ﹤0.01% | 1610 |
|
|
2024
Q2 | $6.29K | Hold |
366
| – | – | ﹤0.01% | 1647 |
|
|
2024
Q1 | $7.11K | Hold |
366
| – | – | ﹤0.01% | 1122 |
|
|
2023
Q4 | $9.59K | Sell |
366
-366
| -50% | -$9.59K | ﹤0.01% | 1066 |
|
|
2023
Q3 | $18.4K | Buy |
732
+366
| +100% | +$9.22K | ﹤0.01% | 1035 |
|
|
2023
Q2 | $11.3K | Hold |
366
| – | – | ﹤0.01% | 972 |
|
|
2023
Q1 | $12.5K | Hold |
366
| – | – | ﹤0.01% | 916 |
|
|
2022
Q4 | $19.7K | Hold |
366
| – | – | ﹤0.01% | 800 |
|
|
2022
Q3 | $17K | Hold |
366
| – | – | ﹤0.01% | 799 |
|
|
2022
Q2 | $16K | Hold |
366
| – | – | ﹤0.01% | 840 |
|
|
2022
Q1 | $22K | Hold |
366
| – | – | ﹤0.01% | 838 |
|
|
2021
Q4 | $21K | Buy |
+366
| New | +$21K | ﹤0.01% | 810 |
|