Legacy Financial Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $824K | Sell |
2,788
-154
| -5% | -$45.7K | 0.12% | 159 |
|
|
2025
Q4 | $803K | Sell |
2,942
-296
| -9% | -$80.4K | 0.11% | 157 |
|
|
2025
Q3 | $875K | Sell |
3,238
-20
| -0.6% | -$5.44K | 0.12% | 153 |
|
|
2025
Q2 | $898K | Sell |
3,258
-3,221
| -50% | -$876K | 0.14% | 123 |
|
|
2025
Q1 | $1.72M | Sell |
6,479
-124
| -2% | -$30.6K | 0.29% | 58 |
|
|
2024
Q4 | $1.53M | Buy |
6,603
+1,338
| +25% | +$308K | 0.25% | 67 |
|
|
2024
Q3 | $1.16M | Buy |
5,265
+3,434
| +188% | +$711K | 0.2% | 87 |
|
|
2024
Q2 | $360K | Sell |
1,831
-184
| -9% | -$38K | 0.06% | 226 |
|
|
2024
Q1 | $434K | Buy |
2,015
+61
| +3% | +$12.8K | 0.08% | 194 |
|
|
2023
Q4 | $412K | Sell |
1,954
-86
| -4% | -$18.4K | 0.08% | 184 |
|
|
2023
Q3 | $409K | Buy |
2,040
+284
| +16% | +$56.5K | 0.08% | 164 |
|
|
2023
Q2 | $325K | Buy |
1,756
+46
| +3% | +$8.5K | 0.06% | 190 |
|
|
2023
Q1 | $328K | Buy |
1,710
+241
| +16% | +$43.6K | 0.07% | 175 |
|
|
2022
Q4 | $247K | Sell |
1,469
-40
| -3% | -$6.95K | 0.05% | 205 |
|
|
2022
Q3 | $267K | Sell |
1,509
-217
| -13% | -$42.9K | 0.06% | 170 |
|
|
2022
Q2 | $353K | Buy |
1,726
+107
| +7% | +$22.7K | 0.09% | 129 |
|
|
2022
Q1 | $385K | Buy |
1,619
+137
| +9% | +$32.2K | 0.09% | 131 |
|
|
2021
Q4 | $339K | Buy |
1,482
+117
| +9% | +$25.7K | 0.08% | 129 |
|
|
2021
Q3 | $264K | Sell |
1,365
-79
| -5% | -$16K | 0.06% | 144 |
|
|
2021
Q2 | $307K | Sell |
1,444
-17
| -1% | -$3.59K | 0.08% | 121 |
|
|
2021
Q1 | $298K | Sell |
1,461
-44
| -3% | -$8.67K | 0.08% | 109 |
|
|
2020
Q4 | $274K | Buy |
1,505
+29
| +2% | +$4.93K | 0.08% | 105 |
|
|
2020
Q3 | $247K | Buy |
+1,476
| New | +$249K | 0.08% | 101 |
|
|
2019
Q2 | – | Sell |
-104
| Closed | -$17K | – | 271 |
|
|
2019
Q1 | $17K | Sell |
104
-124
| -54% | -$21.9K | 0.01% | 490 |
|
|
2018
Q4 | $43K | Buy |
228
+156
| +217% | +$28.8K | 0.02% | 265 |
|
|
2018
Q3 | $12K | Hold |
72
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $12K | Buy |
72
+6
| +9% | +$980 | ﹤0.01% | 468 |
|
|
2018
Q1 | $10K | Hold |
66
| – | – | ﹤0.01% | 467 |
|
|
2017
Q4 | $9K | Buy |
+66
| New | +$9.4K | ﹤0.01% | 499 |
|
Other funds holding CME
VCM
VPM
