IFP Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
1,601
+31
| +2% | +$9.31K | 0.01% | 848 |
|
|
2025
Q1 | $417K | Sell |
1,570
-592
| -27% | -$157K | 0.01% | 838 |
|
|
2024
Q4 | $502K | Buy |
2,162
+1,290
| +148% | +$300K | 0.02% | 734 |
|
|
2024
Q3 | $193K | Sell |
872
-398
| -31% | -$87.9K | 0.01% | 1112 |
|
|
2024
Q2 | $250K | Sell |
1,270
-302
| -19% | -$59.4K | 0.01% | 926 |
|
|
2024
Q1 | $339K | Buy |
1,572
+128
| +9% | +$27.6K | 0.01% | 751 |
|
|
2023
Q4 | $304K | Sell |
1,444
-368
| -20% | -$77.6K | 0.01% | 763 |
|
|
2023
Q3 | $364K | Sell |
1,812
-600
| -25% | -$120K | 0.02% | 707 |
|
|
2023
Q2 | $447K | Buy |
2,412
+705
| +41% | +$131K | 0.02% | 693 |
|
|
2023
Q1 | $155K | Sell |
1,707
-3,286
| -66% | -$298K | 0.01% | 1053 |
|
|
2022
Q4 | $529K | Sell |
4,993
-181
| -3% | -$19.2K | 0.01% | 872 |
|
|
2022
Q3 | $550K | Buy |
5,174
+427
| +9% | +$45.4K | 0.01% | 883 |
|
|
2022
Q2 | $504K | Hold |
4,747
| – | – | 0.02% | 852 |
|
|
2022
Q1 | $504K | Buy |
4,747
+2,734
| +136% | +$290K | 0.02% | 852 |
|
|
2021
Q4 | $466K | Sell |
2,013
-172
| -8% | -$39.8K | 0.01% | 609 |
|
|
2021
Q3 | $433K | Sell |
2,185
-94
| -4% | -$18.6K | 0.01% | 607 |
|
|
2021
Q2 | $486K | Buy |
2,279
+161
| +8% | +$34.3K | 0.01% | 555 |
|
|
2021
Q1 | $436K | Buy |
2,118
+170
| +9% | +$35K | 0.01% | 564 |
|
|
2020
Q4 | $354K | Buy |
1,948
+281
| +17% | +$51.1K | 0.01% | 605 |
|
|
2020
Q3 | $279K | Sell |
1,667
-440
| -21% | -$73.6K | 0.02% | 592 |
|
|
2020
Q2 | $336K | Sell |
2,107
-305
| -13% | -$48.6K | 0.03% | 510 |
|
|
2020
Q1 | $423K | Sell |
2,412
-822
| -25% | -$144K | 0.04% | 387 |
|
|
2019
Q4 | $653K | Sell |
3,234
-33
| -1% | -$6.66K | 0.05% | 372 |
|
|
2019
Q3 | $694K | Buy |
+3,267
| New | +$694K | 0.05% | 398 |
|
|
2019
Q1 | $143K | Sell |
887
-1,529
| -63% | -$247K | 0.02% | 570 |
|
|
2018
Q4 | $450K | Sell |
2,416
-401
| -14% | -$74.7K | 0.03% | 592 |
|
|
2018
Q3 | $479K | Sell |
2,817
-2,937
| -51% | -$499K | 0.02% | 675 |
|
|
2018
Q2 | $943K | Buy |
5,754
+125
| +2% | +$20.5K | 0.04% | 430 |
|
|
2018
Q1 | $822K | Hold |
5,629
| – | – | 0.04% | 454 |
|
|
2017
Q4 | $822K | Buy |
5,629
+3,230
| +135% | +$472K | 0.04% | 454 |
|
|
2017
Q3 | $326K | Sell |
2,399
-599
| -20% | -$81.4K | 0.01% | 884 |
|
|
2017
Q2 | $375K | Buy |
2,998
+71
| +2% | +$8.88K | 0.02% | 799 |
|
|
2017
Q1 | $348K | Buy |
2,927
+635
| +28% | +$75.5K | 0.02% | 844 |
|
|
2016
Q4 | $264K | Buy |
2,292
+296
| +15% | +$34.1K | 0.01% | 908 |
|
|
2016
Q3 | $209K | Sell |
1,996
-521
| -21% | -$54.6K | 0.01% | 984 |
|
|
2016
Q2 | $245K | Buy |
2,517
+1,630
| +184% | +$159K | 0.01% | 871 |
|
|
2016
Q1 | $143K | Sell |
887
-1,913
| -68% | -$308K | 0.02% | 570 |
|
|
2015
Q4 | $254K | Buy |
+2,800
| New | +$254K | 0.02% | 732 |
|