Founders Financial Alliance’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
16,441
+1,978
| +14% | +$36.1K | 0.07% | 253 |
|
|
2025
Q1 | $234K | Buy |
14,463
+744
| +5% | +$12K | 0.06% | 304 |
|
|
2024
Q4 | $243K | Buy |
13,719
+1,117
| +9% | +$19.8K | 0.07% | 251 |
|
|
2024
Q3 | $219K | Buy |
+12,602
| New | +$219K | 0.06% | 271 |
|
|
2024
Q2 | – | Sell |
-10,089
| Closed | -$165K | – | 563 |
|
|
2024
Q1 | $165K | Buy |
+10,089
| New | +$165K | 0.05% | 282 |
|
|
2020
Q4 | – | Sell |
-7,755
| Closed | -$104K | – | 603 |
|
|
2020
Q3 | $104K | Buy |
+7,755
| New | +$104K | 0.06% | 255 |
|