Lifeworks Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Lifeworks Advisors’s Portfolio CSQ Stock Details CSQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$308K	Hold
2025 Q2	$291K	Sell
2025 Q1	$479K	Hold
2024 Q4	$525K	Hold
2024 Q3	$514K	Hold
2024 Q2	$499K	Sell
2024 Q1	$610K	Hold
2023 Q4	$554K	Hold
2023 Q3	$525K	Buy