Legacy Financial Advisors’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 | $794K | Buy |
5,664
+4,029
| +246% | +$565K | 0.12% | 143 |
|
|
2025
Q1 | $214K | Buy |
+1,635
| New | +$214K | 0.04% | 340 |
|
|
2019
Q2 | – | Sell |
-13
| Closed | -$1K | – | 241 |
|
|
2019
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 952 |
|
|
2018
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 881 |
|
|
2018
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 891 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 853 |
|
|
2018
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 824 |
|
|
2017
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 817 |
|