Lokken Investment Group’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
Q2 | $215K | Sell |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $233K | Hold |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $191K | Hold |
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|
2023
Q1 | $182K | Hold |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $198K | Hold |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $227K | Hold |
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|
2020
Q4 | $208K | Buy |
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