Comprehensive Financial Consultants Institutional’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
3,520
-917
| -21% | -$54.7K | 0.07% | 179 |
|
|
2025
Q1 | $262K | Sell |
4,437
-170
| -4% | -$10K | 0.09% | 153 |
|
|
2024
Q4 | $285K | Hold |
4,607
| – | – | 0.1% | 146 |
|
|
2024
Q3 | $276K | Sell |
4,607
-280
| -6% | -$16.8K | 0.1% | 147 |
|
|
2024
Q2 | $249K | Sell |
4,887
-280
| -5% | -$14.3K | 0.1% | 143 |
|
|
2024
Q1 | $284K | Sell |
5,167
-1,390
| -21% | -$76.4K | 0.12% | 138 |
|
|
2023
Q4 | $366K | Sell |
6,557
-805
| -11% | -$44.9K | 0.17% | 126 |
|
|
2023
Q3 | $306K | Sell |
7,362
-755
| -9% | -$31.4K | 0.16% | 130 |
|
|
2023
Q2 | $390K | Sell |
8,117
-375
| -4% | -$18K | 0.21% | 115 |
|
|
2023
Q1 | $369K | Hold |
8,492
| – | – | 0.21% | 117 |
|
|
2022
Q4 | $585K | Sell |
8,492
-37
| -0.4% | -$2.55K | 0.35% | 99 |
|
|
2022
Q3 | $628K | Hold |
8,529
| – | – | 0.41% | 90 |
|
|
2022
Q2 | $625K | Sell |
8,529
-70
| -0.8% | -$5.13K | 0.44% | 86 |
|
|
2022
Q1 | $700K | Hold |
8,599
| – | – | 0.49% | 79 |
|
|
2021
Q4 | $821K | Buy |
+8,599
| New | +$821K | 0.53% | 70 |
|