Clearstead Advisors’s Forge Global Holdings FRGE Stock Holding History

Clearstead Advisors’s Portfolio FRGE Stock Details FRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$440	Buy
2025 Q2	$20	Buy
2024 Q1	–	Sell
2023 Q4	$90.4K	Sell
2023 Q3	$107K	Buy
2023 Q2	$64K	Hold
2023 Q1	$46.1K	Hold
2022 Q4	$45.6K	Hold
2022 Q3	$46K	Buy