IFP 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 | $264K | Sell |
1,073
-123
| -10% | -$30.3K | 0.01% | 1124 |
|
|
2025
Q1 | $156K | Sell |
1,196
-7
| -0.6% | -$915 | ﹤0.01% | 1292 |
|
|
2024
Q4 | $158K | Buy |
1,203
+100
| +9% | +$13.1K | 0.01% | 1247 |
|
|
2024
Q3 | $137K | Buy |
1,103
+57
| +5% | +$7.1K | ﹤0.01% | 1271 |
|
|
2024
Q2 | $93.2K | Buy |
1,046
+236
| +29% | +$21K | ﹤0.01% | 1399 |
|
|
2024
Q1 | $78.8K | Sell |
810
-357
| -31% | -$34.7K | ﹤0.01% | 1391 |
|
|
2023
Q4 | $109K | Buy |
1,167
+182
| +18% | +$16.9K | 0.01% | 1209 |
|
|
2023
Q3 | $72.8K | Hold |
985
| – | – | ﹤0.01% | 1410 |
|
|
2023
Q2 | $79.5K | Sell |
985
-15
| -2% | -$1.21K | ﹤0.01% | 1418 |
|
|
2023
Q1 | $46.1K | Sell |
1,000
-224
| -18% | -$10.3K | ﹤0.01% | 1620 |
|
|
2022
Q4 | $80K | Sell |
1,224
-562
| -31% | -$36.7K | ﹤0.01% | 1893 |
|
|
2022
Q3 | $107K | Buy |
1,786
+428
| +32% | +$25.6K | ﹤0.01% | 1808 |
|
|
2022
Q2 | $84K | Hold |
1,358
| – | – | ﹤0.01% | 1807 |
|
|
2022
Q1 | $84K | Buy |
1,358
+584
| +75% | +$36.1K | ﹤0.01% | 1807 |
|
|
2021
Q4 | $85K | Buy |
774
+44
| +6% | +$4.83K | ﹤0.01% | 1311 |
|
|
2021
Q3 | $73K | Buy |
730
+7
| +1% | +$700 | ﹤0.01% | 1384 |
|
|
2021
Q2 | $62K | Buy |
723
+45
| +7% | +$3.86K | ﹤0.01% | 1423 |
|
|
2021
Q1 | $53K | Sell |
678
-248
| -27% | -$19.4K | ﹤0.01% | 1443 |
|
|
2020
Q4 | $59K | Sell |
926
-48
| -5% | -$3.06K | ﹤0.01% | 1371 |
|
|
2020
Q3 | $45K | Sell |
974
-46
| -5% | -$2.13K | ﹤0.01% | 1323 |
|
|
2020
Q2 | $45K | Sell |
1,020
-28
| -3% | -$1.24K | ﹤0.01% | 1262 |
|
|
2020
Q1 | $42K | Buy |
1,048
+174
| +20% | +$6.97K | ﹤0.01% | 1197 |
|
|
2019
Q4 | $53K | Sell |
874
-92
| -10% | -$5.58K | ﹤0.01% | 1224 |
|
|
2019
Q3 | $50K | Buy |
+966
| New | +$50K | ﹤0.01% | 1368 |
|
|
2019
Q1 | $37K | Sell |
746
-1,410
| -65% | -$69.9K | 0.01% | 1090 |
|
|
2018
Q4 | $86K | Sell |
2,156
-1,824
| -46% | -$72.8K | 0.01% | 1272 |
|
|
2018
Q3 | $176K | Sell |
3,980
-60
| -1% | -$2.65K | 0.01% | 1139 |
|
|
2018
Q2 | $193K | Buy |
4,040
+734
| +22% | +$35.1K | 0.01% | 1077 |
|
|
2018
Q1 | $143K | Hold |
3,306
| – | – | 0.01% | 1159 |
|
|
2017
Q4 | $143K | Buy |
3,306
+30
| +0.9% | +$1.3K | 0.01% | 1156 |
|
|
2017
Q3 | $124K | Sell |
3,276
-331
| -9% | -$12.5K | ﹤0.01% | 1416 |
|
|
2017
Q2 | $131K | Sell |
3,607
-57
| -2% | -$2.07K | 0.01% | 1374 |
|
|
2017
Q1 | $127K | Sell |
3,664
-44
| -1% | -$1.53K | 0.01% | 1357 |
|
|
2016
Q4 | $117K | Buy |
3,708
+28
| +0.8% | +$883 | 0.01% | 1348 |
|
|
2016
Q3 | $103K | Buy |
3,680
+1
| +0% | +$28 | 0.01% | 1336 |
|
|
2016
Q2 | $97K | Buy |
3,679
+2,933
| +393% | +$77.3K | 0.01% | 1350 |
|
|
2016
Q1 | $37K | Sell |
746
-3,713
| -83% | -$184K | 0.01% | 1090 |
|
|
2015
Q4 | $154K | Buy |
+4,459
| New | +$154K | 0.01% | 956 |
|