Founders Financial Alliance’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $306K | Buy |
28,495
+83
| +0.3% | +$931 | 0.06% | 293 |
|
|
2025
Q4 | $298K | Buy |
28,412
+83
| +0.3% | +$906 | 0.06% | 285 |
|
|
2025
Q3 | $306K | Buy |
28,329
+119
| +0.4% | +$1.25K | 0.06% | 284 |
|
|
2025
Q2 | $297K | Buy |
28,210
+632
| +2% | +$6.32K | 0.07% | 255 |
|
|
2025
Q1 | $264K | Sell |
27,578
-116
| -0.4% | -$1.26K | 0.06% | 278 |
|
|
2024
Q4 | $331K | Sell |
27,694
-182
| -0.7% | -$2.16K | 0.09% | 209 |
|
|
2024
Q3 | $324K | Sell |
27,876
-1,363
| -5% | -$15.7K | 0.09% | 209 |
|
|
2024
Q2 | $340K | Sell |
29,239
-2,648
| -8% | -$29.8K | 0.1% | 196 |
|
|
2024
Q1 | $362K | Buy |
31,887
+202
| +0.6% | +$2.2K | 0.11% | 190 |
|
|
2023
Q4 | $328K | Sell |
31,685
-2,561
| -7% | -$26.4K | 0.13% | 171 |
|
|
2023
Q3 | $361K | Buy |
34,246
+193
| +0.6% | +$2.1K | 0.16% | 141 |
|
|
2023
Q2 | $381K | Buy |
34,053
+190
| +0.6% | +$2.01K | 0.15% | 148 |
|
|
2023
Q1 | $356K | Sell |
33,863
-127
| -0.4% | -$1.46K | 0.18% | 129 |
|
|
2022
Q4 | $357K | Buy |
33,990
+178
| +0.5% | +$1.92K | 0.16% | 137 |
|
|
2022
Q3 | $327K | Sell |
33,812
-1,561
| -4% | -$18.2K | 0.17% | 134 |
|
|
2022
Q2 | $379K | Buy |
35,373
+1,546
| +5% | +$18.3K | 0.19% | 119 |
|
|
2022
Q1 | $447K | Buy |
33,827
+143
| +0.4% | +$1.93K | 0.2% | 115 |
|
|
2021
Q4 | $509K | Buy |
33,684
+471
| +1% | +$7.3K | 0.2% | 110 |
|
|
2021
Q3 | $497K | Buy |
33,213
+113
| +0.3% | +$1.74K | 0.23% | 102 |
|
|
2021
Q2 | $503K | Buy |
33,100
+58
| +0.2% | +$865 | 0.23% | 103 |
|
|
2021
Q1 | $484K | Buy |
33,042
+111
| +0.3% | +$1.57K | 0.24% | 93 |
|
|
2020
Q4 | $448K | Buy |
32,931
+82
| +0.2% | +$1.01K | 0.25% | 94 |
|
|
2020
Q3 | $363K | Buy |
+32,849
| New | +$368K | 0.22% | 96 |
|
Other funds holding CHI
DADC
GC
