Delta Financial Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
8,717
-315
| -3% | -$44.1K | 0.43% | 63 |
|
|
2025
Q1 | $1.18M | Hold |
9,032
| – | – | 0.44% | 65 |
|
|
2024
Q4 | $1.19M | Hold |
9,032
| – | – | 0.44% | 62 |
|
|
2024
Q3 | $1.12M | Sell |
9,032
-315
| -3% | -$39.2K | 0.41% | 69 |
|
|
2024
Q2 | $833K | Hold |
9,347
| – | – | 0.32% | 75 |
|
|
2024
Q1 | $909K | Sell |
9,347
-95
| -1% | -$9.24K | 0.36% | 75 |
|
|
2023
Q4 | $879K | Sell |
9,442
-3,835
| -29% | -$357K | 0.38% | 73 |
|
|
2023
Q3 | $981K | Sell |
13,277
-250
| -2% | -$18.5K | 0.44% | 70 |
|
|
2023
Q2 | $1.09M | Sell |
13,527
-225
| -2% | -$18.2K | 0.48% | 63 |
|
|
2023
Q1 | $1M | Hold |
13,752
| – | – | 0.48% | 65 |
|
|
2022
Q4 | $1.06M | Sell |
13,752
-225
| -2% | -$17.3K | 0.51% | 63 |
|
|
2022
Q3 | $944K | Hold |
13,977
| – | – | 0.5% | 65 |
|
|
2022
Q2 | $1.03M | Sell |
13,977
-20
| -0.1% | -$1.47K | 0.51% | 65 |
|
|
2022
Q1 | $1.28M | Sell |
13,997
-320
| -2% | -$29.3K | 0.55% | 63 |
|
|
2021
Q4 | $1.55M | Hold |
14,317
| – | – | 0.63% | 59 |
|
|
2021
Q3 | $1.39M | Hold |
14,317
| – | – | 0.62% | 63 |
|
|
2021
Q2 | $1.23M | Hold |
14,317
| – | – | 0.54% | 68 |
|
|
2021
Q1 | $1.13M | Hold |
14,317
| – | – | 0.53% | 67 |
|
|
2020
Q4 | $898K | Hold |
14,317
| – | – | 0.45% | 74 |
|
|
2020
Q3 | $672K | Buy |
+14,317
| New | +$672K | 0.37% | 82 |
|
|
2019
Q4 | – | Sell |
-17,422
| Closed | -$924K | – | 116 |
|
|
2019
Q3 | $924K | Buy |
17,422
+1,715
| +11% | +$91K | 0.37% | 83 |
|
|
2019
Q2 | $806K | Buy |
+15,707
| New | +$806K | 0.33% | 84 |
|