Inspire Advisors’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+3,700
| New | +$232K | 0.02% | 422 |
|
|
2025
Q1 | – | Sell |
-7,373
| Closed | -$350K | – | 463 |
|
|
2024
Q4 | $350K | Buy |
7,373
+2,152
| +41% | +$102K | 0.04% | 282 |
|
|
2024
Q3 | $212K | Sell |
5,221
-123
| -2% | -$4.99K | 0.03% | 373 |
|
|
2024
Q2 | $210K | Sell |
5,344
-643
| -11% | -$25.3K | 0.03% | 320 |
|
|
2024
Q1 | $216K | Buy |
+5,987
| New | +$216K | 0.03% | 310 |
|