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