HF Advisory Group’s Cornerstone Strategic Value Fund CLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $188K | Buy |
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|
2025
Q2 | $178K | Buy |
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|
2025
Q1 | $157K | Buy |
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|
2024
Q4 | $181K | Buy |
|
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|
2024
Q3 | $157K | Buy |
|
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|
2024
Q2 | $153K | Buy |
|
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|
2024
Q1 | $144K | Buy |
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|
2023
Q4 | $132K | Buy |
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|
2023
Q3 | $142K | Buy |
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|
2023
Q2 | $143K | Buy |
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|
2023
Q1 | $128K | Buy |
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|
2022
Q4 | $116K | Buy |
|