JFA

JNBA Financial Advisors’s Celcuity CELC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$509K	Hold	38,091	–	–	0.05%	133
2025 Q1	$385K	Hold	38,091	–	–	0.04%	142
2024 Q4	$499K	Hold	38,091	–	–	0.05%	133
2024 Q3	$568K	Hold	38,091	–	–	0.06%	125
2024 Q2	$624K	Hold	38,091	–	–	0.07%	119
2024 Q1	$823K	Hold	38,091	–	–	0.09%	108
2023 Q4	$555K	Hold	38,091	–	–	0.06%	126
2023 Q3	$348K	Hold	38,091	–	–	0.04%	149
2023 Q2	$418K	Hold	38,091	–	–	0.05%	141
2023 Q1	$390K	Hold	38,091	–	–	0.05%	142
2022 Q4	$534K	Hold	38,091	–	–	0.07%	125
2022 Q3	$382K	Hold	38,091	–	–	0.06%	136
2022 Q2	$347K	Hold	38,091	–	–	0.05%	141
2022 Q1	$356K	Hold	38,091	–	–	0.05%	148
2021 Q4	$502K	Buy	38,091 +7,406	+24%	+$97.6K	0.06%	132
2021 Q3	$552K	Buy	30,685 +9,917	+48%	+$178K	0.07%	117
2021 Q2	$498K	Hold	20,768	–	–	0.07%	125
2021 Q1	$298K	Hold	20,768	–	–	0.04%	159
2020 Q4	$190K	Hold	20,768	–	–	0.03%	177
2020 Q3	$120K	Hold	20,768	–	–	0.02%	183
2020 Q2	$144K	Hold	20,768	–	–	0.03%	165
2020 Q1	$135K	Hold	20,768	–	–	0.03%	162
2019 Q4	$221K	Hold	20,768	–	–	0.04%	146
2019 Q3	$353K	Hold	20,768	–	–	0.07%	109
2019 Q2	$519K	Hold	20,768	–	–	0.11%	95
2019 Q1	$455K	Hold	20,768	–	–	0.1%	97
2018 Q4	$498K	Buy	+20,768	New	+$498K	0.11%	87
2018 Q3	–	Sell	-5,430	Closed	-$135K	–	523
2018 Q2	$135K	Hold	5,430	–	–	0.03%	151
2018 Q1	$89K	Hold	5,430	–	–	0.02%	176
2017 Q4	$103K	Hold	5,430	–	–	0.02%	169
2017 Q3	$66K	Buy	+5,430	New	+$66K	0.01%	189