Kestra Private Wealth Services’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $616K | Buy |
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|
2021
Q3 | $203K | Buy |
|