Kestra Private Wealth Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $629K | Buy |
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|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $357K | Buy |
|
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $406K | Sell |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $394K | Buy |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $695K | Sell |
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|
2021
Q3 | $654K | Buy |
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|
2021
Q2 | $668K | Buy |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $516K | Buy |
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|
2020
Q3 | $436K | Buy |
|