Plante Moran Financial Advisors’s Cracker Barrel CBRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25
| Closed | -$971 | – | 786 |
|
|
2025
Q1 | $971 | Buy |
+25
| New | +$971 | ﹤0.01% | 726 |
|
|
2022
Q4 | – | Sell |
-52
| Closed | -$5K | – | 877 |
|
|
2022
Q3 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 688 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | -$1K | – | 847 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 750 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 739 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 780 |
|
|
2018
Q3 | $1K | Sell |
5
-1,168
| -100% | -$234K | ﹤0.01% | 721 |
|
|
2018
Q2 | $183K | Buy |
1,173
+768
| +190% | +$120K | 0.09% | 171 |
|
|
2018
Q1 | $64K | Hold |
405
| – | – | 0.03% | 301 |
|
|
2017
Q4 | $64K | Buy |
405
+400
| +8,000% | +$63.2K | 0.04% | 296 |
|
|
2017
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 757 |
|
|
2017
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 776 |
|
|
2017
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 819 |
|
|
2016
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 903 |
|
|
2016
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 884 |
|
|
2016
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 849 |
|
|
2016
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 798 |
|