Live Oak Private Wealth’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Hold |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $262K | Hold |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $284K | Hold |
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|
2021
Q4 | $312K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $201K | Buy |
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