Clearstead Advisors’s Cedar Fair FUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
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|
2025
Q1 | $839K | Sell |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $958K | Sell |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $130K | Buy |
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|
2023
Q4 | $115K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $121K | Sell |
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|
2022
Q4 | $142K | Buy |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $150K | Hold |
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|
2021
Q4 | $137K | Hold |
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|
2021
Q3 | $127K | Hold |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $185K | Sell |
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|
2020
Q3 | $139K | Sell |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $287K | Sell |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $216K | Sell |
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|
2019
Q1 | $650K | Buy |
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|
2018
Q4 | $578K | Buy |
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