Klein Pavlis & Peasley Financial’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
882
-217
-20% -$59.8K 0.16% 69
2025
Q1
$288K Buy
1,099
+78
+8% +$20.5K 0.21% 68
2024
Q4
$237K Buy
1,021
+20
+2% +$4.65K 0.19% 74
2024
Q3
$221K Sell
1,001
-86
-8% -$19K 0.18% 74
2024
Q2
$214K Sell
1,087
-15
-1% -$2.95K 0.19% 75
2024
Q1
$237K Sell
1,102
-32
-3% -$6.89K 0.21% 68
2023
Q4
$239K Buy
+1,134
New +$239K 0.22% 71