LWA

Lowe Wealth Advisors’s CME Group CME Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.8K	Hold	50	–	–	0.01%	232
2025 Q1	$13.3K	Hold	50	–	–	0.01%	231
2024 Q4	$11.6K	Hold	50	–	–	﹤0.01%	221
2024 Q3	$11K	Hold	50	–	–	﹤0.01%	215
2024 Q2	$9.83K	Hold	50	–	–	﹤0.01%	221
2024 Q1	$10.8K	Hold	50	–	–	0.01%	206
2023 Q4	$10.5K	Sell	50 -50	-50%	-$10.5K	0.01%	205
2023 Q3	$20K	Sell	100 -200	-67%	-$40K	0.01%	154
2023 Q2	$55.6K	Buy	300 +125	+71%	+$23.2K	0.03%	104
2023 Q1	$33.5K	Hold	175	–	–	0.02%	127
2022 Q4	$29.4K	Hold	175	–	–	0.02%	133
2022 Q3	$31K	Buy	+175	New	+$31K	0.02%	118
2021 Q3	–	Sell	-12	Closed	-$3K	–	281
2021 Q2	$3K	Hold	12	–	–	﹤0.01%	235
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	244
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	237
2020 Q3	$2K	Hold	12	–	–	﹤0.01%	228
2020 Q2	$2K	Hold	12	–	–	﹤0.01%	223
2020 Q1	$2K	Sell	12 -5	-29%	-$833	﹤0.01%	230
2019 Q4	$3K	Hold	17	–	–	﹤0.01%	215
2019 Q3	$4K	Hold	17	–	–	﹤0.01%	200
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	224
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	219
2018 Q4	$3K	Hold	17	–	–	﹤0.01%	187
2018 Q3	$3K	Hold	17	–	–	﹤0.01%	225
2018 Q2	$3K	Hold	17	–	–	﹤0.01%	181
2018 Q1	$3K	Hold	17	–	–	﹤0.01%	191
2017 Q4	$2K	Hold	17	–	–	﹤0.01%	216
2017 Q3	$2K	Hold	17	–	–	﹤0.01%	208
2017 Q2	$2K	Hold	17	–	–	﹤0.01%	185
2017 Q1	$2K	Hold	17	–	–	﹤0.01%	183
2016 Q4	$2K	Hold	17	–	–	﹤0.01%	189
2016 Q3	$2K	Hold	17	–	–	﹤0.01%	196
2016 Q2	$2K	Buy	+17	New	+$2K	﹤0.01%	196