Kestra Advisory Services’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 | $1.88M | Sell |
13,431
-1,543
| -10% | -$216K | 0.01% | 1103 |
|
2025
Q1 | $1.96M | Sell |
14,974
-619
| -4% | -$81K | 0.01% | 992 |
|
2024
Q4 | $2.05M | Buy |
15,593
+2,608
| +20% | +$342K | 0.01% | 983 |
|
2024
Q3 | $1.62M | Buy |
12,985
+1,773
| +16% | +$221K | 0.01% | 1070 |
|
2024
Q2 | $999K | Sell |
11,212
-959
| -8% | -$85.5K | 0.01% | 1315 |
|
2024
Q1 | $1.18M | Buy |
12,171
+505
| +4% | +$49.1K | 0.01% | 1142 |
|
2023
Q4 | $1.09M | Buy |
11,666
+104
| +0.9% | +$9.68K | 0.01% | 1081 |
|
2023
Q3 | $854K | Buy |
11,562
+3,348
| +41% | +$247K | 0.01% | 1074 |
|
2023
Q2 | $663K | Sell |
8,214
-4,076
| -33% | -$329K | 0.01% | 1181 |
|
2023
Q1 | $895K | Sell |
12,290
-10,716
| -47% | -$780K | 0.01% | 996 |
|
2022
Q4 | $1.77M | Buy |
23,006
+5,171
| +29% | +$398K | 0.02% | 801 |
|
2022
Q3 | $1.2M | Buy |
17,835
+2,983
| +20% | +$201K | 0.01% | 885 |
|
2022
Q2 | $1.09M | Buy |
14,852
+4,202
| +39% | +$309K | 0.01% | 938 |
|
2022
Q1 | $975K | Buy |
10,650
+205
| +2% | +$18.8K | 0.01% | 978 |
|
2021
Q4 | $1.13M | Sell |
10,445
-3,112
| -23% | -$338K | 0.01% | 927 |
|
2021
Q3 | $1.32M | Buy |
13,557
+116
| +0.9% | +$11.3K | 0.01% | 874 |
|
2021
Q2 | $1.15M | Buy |
13,441
+1,393
| +12% | +$119K | 0.01% | 874 |
|
2021
Q1 | $953K | Buy |
+12,048
| New | +$953K | 0.01% | 889 |
|