Plan Group Financial’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
25,886
+4,198
| +19% | +$250K | 0.51% | 68 |
|
|
2025
Q1 | $1.28M | Buy |
21,688
+6,759
| +45% | +$399K | 0.46% | 59 |
|
|
2024
Q4 | $923K | Buy |
14,929
+2,043
| +16% | +$126K | 0.49% | 50 |
|
|
2024
Q3 | $772K | Buy |
12,886
+1,739
| +16% | +$104K | 0.41% | 56 |
|
|
2024
Q2 | $569K | Buy |
11,147
+6,717
| +152% | +$343K | 0.35% | 64 |
|
|
2024
Q1 | $244K | Buy |
+4,430
| New | +$244K | 0.16% | 82 |
|