Jones Financial Companies’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 | $708K | Buy |
5,078
+501
| +11% | +$69.9K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $593K | Sell |
4,577
-33
| -0.7% | -$4.28K | ﹤0.01% | 1051 |
|
|
2024
Q4 | $605K | Buy |
4,610
+1,957
| +74% | +$257K | ﹤0.01% | 921 |
|
|
2024
Q3 | $327K | Buy |
2,653
+1,879
| +243% | +$232K | ﹤0.01% | 974 |
|
|
2024
Q2 | $69K | Buy |
774
+509
| +192% | +$45.4K | ﹤0.01% | 1152 |
|
|
2024
Q1 | $25.8K | Buy |
265
+218
| +464% | +$21.2K | ﹤0.01% | 852 |
|
|
2023
Q4 | $4.38K | Buy |
47
+29
| +161% | +$2.7K | ﹤0.01% | 777 |
|
|
2023
Q3 | $1.33K | Buy |
+18
| New | +$1.33K | ﹤0.01% | 603 |
|
|
2023
Q1 | – | Sell |
-187
| Closed | -$14K | – | 605 |
|
|
2022
Q4 | $14K | Buy |
187
+71
| +61% | +$5.32K | ﹤0.01% | 446 |
|
|
2022
Q3 | $8K | Hold |
116
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $9K | Sell |
116
-200
| -63% | -$15.5K | ﹤0.01% | 489 |
|
|
2022
Q1 | $29K | Buy |
316
+125
| +65% | +$11.5K | ﹤0.01% | 394 |
|
|
2021
Q4 | $21K | Buy |
191
+116
| +155% | +$12.8K | ﹤0.01% | 459 |
|
|
2021
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 535 |
|
|
2021
Q2 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 533 |
|