Coyle Financial Counsel’s CME Group CME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $292K | Buy |
1,061
+2
| +0.2% | +$551 | 0.08% | 75 |
|
2025
Q1 | $281K | Sell |
1,059
-43
| -4% | -$11.4K | 0.09% | 65 |
|
2024
Q4 | $256K | Sell |
1,102
-40
| -4% | -$9.29K | 0.08% | 69 |
|
2024
Q3 | $225K | Sell |
1,142
-42
| -4% | -$8.26K | 0.08% | 66 |
|
2024
Q2 | $255K | Hold |
1,184
| – | – | 0.09% | 58 |
|
2024
Q1 | $255K | Buy |
1,184
+44
| +4% | +$9.47K | 0.09% | 58 |
|
2023
Q4 | $240K | Hold |
1,140
| – | – | 0.09% | 61 |
|
2023
Q3 | $228K | Hold |
1,140
| – | – | 0.1% | 60 |
|
2023
Q2 | $211K | Hold |
1,140
| – | – | 0.1% | 60 |
|
2023
Q1 | $218K | Buy |
+1,140
| New | +$218K | 0.1% | 59 |
|
2022
Q4 | – | Sell |
-1,250
| Closed | -$221K | – | 59 |
|
2022
Q3 | $221K | Hold |
1,250
| – | – | 0.15% | 55 |
|
2022
Q2 | $256K | Hold |
1,250
| – | – | 0.14% | 55 |
|
2022
Q1 | $297K | Hold |
1,250
| – | – | 0.16% | 62 |
|
2021
Q4 | $286K | Hold |
1,250
| – | – | 0.17% | 61 |
|
2021
Q3 | $242K | Hold |
1,250
| – | – | 0.14% | 61 |
|
2021
Q2 | $266K | Hold |
1,250
| – | – | 0.16% | 52 |
|
2021
Q1 | $255K | Sell |
1,250
-460
| -27% | -$93.8K | 0.18% | 56 |
|
2020
Q4 | $311K | Buy |
1,710
+460
| +37% | +$83.7K | 0.23% | 46 |
|
2020
Q3 | $209K | Sell |
1,250
-500
| -29% | -$83.6K | 0.17% | 51 |
|
2020
Q2 | $284K | Hold |
1,750
| – | – | 0.26% | 41 |
|
2020
Q1 | $303K | Sell |
1,750
-200
| -10% | -$34.6K | 0.38% | 40 |
|
2019
Q4 | $391K | Buy |
1,950
+700
| +56% | +$140K | 0.36% | 46 |
|
2019
Q3 | $264K | Hold |
1,250
| – | – | 0.27% | 50 |
|
2019
Q2 | $243K | Hold |
1,250
| – | – | 0.22% | 53 |
|
2019
Q1 | $206K | Buy |
+1,250
| New | +$206K | 0.2% | 41 |
|
2018
Q3 | – | Sell |
-31
| Closed | -$5K | – | 82 |
|
2018
Q2 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 173 |
|
2014
Q3 | – | Sell |
-3,960
| Closed | -$281K | – | 43 |
|
2014
Q2 | $281K | Buy |
+3,960
| New | +$281K | 0.39% | 38 |
|