LPL Financial’s Cadre Holdings CDRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
12,225
-287
| -2% | -$9.14K | ﹤0.01% | 4491 |
|
|
2025
Q1 | $370K | Buy |
12,512
+799
| +7% | +$23.7K | ﹤0.01% | 4342 |
|
|
2024
Q4 | $378K | Buy |
11,713
+1,520
| +15% | +$49.1K | ﹤0.01% | 4248 |
|
|
2024
Q3 | $387K | Buy |
10,193
+1,176
| +13% | +$44.6K | ﹤0.01% | 4150 |
|
|
2024
Q2 | $303K | Sell |
9,017
-126
| -1% | -$4.23K | ﹤0.01% | 4183 |
|
|
2024
Q1 | $331K | Buy |
9,143
+304
| +3% | +$11K | ﹤0.01% | 4062 |
|
|
2023
Q4 | $291K | Buy |
8,839
+1,125
| +15% | +$37K | ﹤0.01% | 4057 |
|
|
2023
Q3 | $206K | Buy |
+7,714
| New | +$206K | ﹤0.01% | 4164 |
|