Cornerstone Planning Group’s BGC Group BGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-876
Closed -$7.66K 1545
2025
Q1
$7.66K Buy
876
+2
+0.2% +$17 ﹤0.01% 632
2024
Q4
$8.24K Buy
874
+2
+0.2% +$19 ﹤0.01% 470
2024
Q3
$8.24K Buy
872
+1
+0.1% +$9 ﹤0.01% 456
2024
Q2
$7.31K Buy
871
+2
+0.2% +$17 ﹤0.01% 500
2024
Q1
$7.14K Buy
869
+2
+0.2% +$16 ﹤0.01% 463
2023
Q4
$6.26K Buy
867
+1
+0.1% +$7 ﹤0.01% 499
2023
Q3
$4.57K Hold
866
﹤0.01% 540
2023
Q2
$3.84K Buy
+866
New +$3.84K ﹤0.01% 987
2022
Q4
$3.52K Buy
+862
New +$3.52K ﹤0.01% 1044