Norris Financial Group, LLC’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Norris Financial Group, LLC’s Portfolio CSQ Stock Details CSQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Hold
2025 Q4	$230K	Hold
2025 Q3	$231K	Hold
2025 Q2	$219K	Hold
2025 Q1	$194K	Hold
2024 Q4	$213K	Hold
2024 Q3	$208K	Buy
2024 Q2	$168K	Buy