Kestra Private Wealth 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 | $354K | Sell |
2,523
-170
| -6% | -$23.8K | 0.01% | 1192 |
|
|
2025
Q1 | $352K | Sell |
2,693
-2,735
| -50% | -$358K | 0.01% | 1122 |
|
|
2024
Q4 | $713K | Buy |
5,428
+2,959
| +120% | +$388K | 0.01% | 769 |
|
|
2024
Q3 | $307K | Sell |
2,469
-21
| -0.8% | -$2.61K | 0.01% | 1072 |
|
|
2024
Q2 | $222K | Sell |
2,490
-1,392
| -36% | -$124K | ﹤0.01% | 1187 |
|
|
2024
Q1 | $377K | Buy |
3,882
+659
| +20% | +$64.1K | 0.01% | 920 |
|
|
2023
Q4 | $300K | Buy |
+3,223
| New | +$300K | 0.01% | 945 |
|
|
2023
Q3 | – | Sell |
-4,416
| Closed | -$356K | – | 1176 |
|
|
2023
Q2 | $356K | Sell |
4,416
-1,330
| -23% | -$107K | 0.01% | 751 |
|
|
2023
Q1 | $418K | Buy |
+5,746
| New | +$418K | 0.02% | 654 |
|
|
2022
Q3 | – | Sell |
-3,138
| Closed | -$231K | – | 914 |
|
|
2022
Q2 | $231K | Sell |
3,138
-296
| -9% | -$21.8K | 0.01% | 742 |
|
|
2022
Q1 | $314K | Sell |
3,434
-2,244
| -40% | -$205K | 0.02% | 730 |
|
|
2021
Q4 | $616K | Buy |
5,678
+3,589
| +172% | +$389K | 0.03% | 524 |
|
|
2021
Q3 | $203K | Buy |
+2,089
| New | +$203K | 0.01% | 848 |
|