Montag & Associates’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Hold |
1,167
| – | – | ﹤0.01% | 624 |
|
|
2025
Q1 | $34.4K | Sell |
1,167
-1
| -0.1% | -$30 | ﹤0.01% | 662 |
|
|
2024
Q4 | $35.8K | Hold |
1,168
| – | – | ﹤0.01% | 653 |
|
|
2024
Q3 | $34.4K | Hold |
1,168
| – | – | ﹤0.01% | 661 |
|
|
2024
Q2 | $27K | Hold |
1,168
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $28.1K | Hold |
1,168
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $28.4K | Hold |
1,168
| – | – | ﹤0.01% | 658 |
|
|
2023
Q3 | $23.8K | Hold |
1,168
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $26.6K | Hold |
1,168
| – | – | ﹤0.01% | 641 |
|
|
2023
Q1 | $25K | Hold |
1,168
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $29.5K | Hold |
1,168
| – | – | ﹤0.01% | 619 |
|
|
2022
Q3 | $27K | Hold |
1,168
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $34K | Hold |
1,168
| – | – | ﹤0.01% | 584 |
|
|
2022
Q1 | $47K | Hold |
1,168
| – | – | ﹤0.01% | 570 |
|
|
2021
Q4 | $47K | Hold |
1,168
| – | – | ﹤0.01% | 577 |
|
|
2021
Q3 | $44K | Hold |
1,168
| – | – | ﹤0.01% | 581 |
|
|
2021
Q2 | $43K | Hold |
1,168
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $41K | Hold |
1,168
| – | – | ﹤0.01% | 583 |
|
|
2020
Q4 | $39K | Buy |
+1,168
| New | +$39K | ﹤0.01% | 568 |
|
|
2014
Q4 | – | Sell |
-14,195
| Closed | -$479K | – | 245 |
|
|
2014
Q3 | $479K | Hold |
14,195
| – | – | 0.08% | 175 |
|
|
2014
Q2 | $499K | Buy |
14,195
+188
| +1% | +$6.61K | 0.08% | 179 |
|
|
2014
Q1 | $454K | Hold |
14,007
| – | – | 0.08% | 169 |
|
|
2013
Q4 | $407K | Hold |
14,007
| – | – | 0.07% | 171 |
|
|
2013
Q3 | $407K | Hold |
14,007
| – | – | 0.08% | 163 |
|
|
2013
Q2 | $399K | Buy |
+14,007
| New | +$399K | 0.08% | 157 |
|