Lido 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 | $2.12M | Buy |
15,160
+6,470
| +74% | +$907K | 0.01% | 528 |
|
|
2025
Q1 | $1.14M | Buy |
8,690
+655
| +8% | +$85.7K | 0.01% | 680 |
|
|
2024
Q4 | $1.05M | Buy |
8,035
+577
| +8% | +$75.8K | ﹤0.01% | 687 |
|
|
2024
Q3 | $928K | Buy |
7,458
+1,446
| +24% | +$180K | ﹤0.01% | 672 |
|
|
2024
Q2 | $536K | Buy |
6,012
+871
| +17% | +$77.6K | ﹤0.01% | 818 |
|
|
2024
Q1 | $500K | Buy |
5,141
+178
| +4% | +$17.3K | ﹤0.01% | 823 |
|
|
2023
Q4 | $462K | Buy |
4,963
+580
| +13% | +$54K | ﹤0.01% | 798 |
|
|
2023
Q3 | $324K | Buy |
4,383
+908
| +26% | +$67.1K | ﹤0.01% | 797 |
|
|
2023
Q2 | $281K | Buy |
3,475
+88
| +3% | +$7.1K | ﹤0.01% | 864 |
|
|
2023
Q1 | $247K | Buy |
3,387
+302
| +10% | +$22K | ﹤0.01% | 843 |
|
|
2022
Q4 | $237K | Buy |
+3,085
| New | +$237K | ﹤0.01% | 763 |
|
|
2022
Q3 | – | Sell |
-3,631
| Closed | -$267K | – | 846 |
|
|
2022
Q2 | $267K | Sell |
3,631
-1,355
| -27% | -$99.6K | ﹤0.01% | 691 |
|
|
2022
Q1 | $456K | Sell |
4,986
-279
| -5% | -$25.5K | 0.01% | 557 |
|
|
2021
Q4 | $571K | Buy |
5,265
+790
| +18% | +$85.7K | 0.01% | 504 |
|
|
2021
Q3 | $435K | Buy |
4,475
+719
| +19% | +$69.9K | 0.01% | 560 |
|
|
2021
Q2 | $322K | Buy |
3,756
+121
| +3% | +$10.4K | ﹤0.01% | 598 |
|
|
2021
Q1 | $288K | Sell |
3,635
-1,015
| -22% | -$80.4K | 0.01% | 591 |
|
|
2020
Q4 | $291K | Buy |
+4,650
| New | +$291K | 0.01% | 558 |
|