IFP Advisors’s Consensus Cloud Solutions CCSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$115 | – | 4336 |
|
|
2025
Q1 | $115 | Hold |
5
| – | – | ﹤0.01% | 3813 |
|
|
2024
Q4 | $119 | Buy |
+5
| New | +$119 | ﹤0.01% | 3970 |
|
|
2023
Q1 | – | Sell |
-1,248
| Closed | -$78K | – | 3528 |
|
|
2022
Q4 | $78K | Buy |
1,248
+27
| +2% | +$1.69K | ﹤0.01% | 1914 |
|
|
2022
Q3 | $78K | Buy |
1,221
+160
| +15% | +$10.2K | ﹤0.01% | 2033 |
|
|
2022
Q2 | $68K | Hold |
1,061
| – | – | ﹤0.01% | 1943 |
|
|
2022
Q1 | $68K | Buy |
+1,061
| New | +$68K | ﹤0.01% | 1943 |
|