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Root Financial Partners’s Costamare CMRE Stock Holding History

Root Financial Partners’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-348
Closed -$5.88K – 961
2026
Q1 		$5.88K Buy
348
+346
+17,300% +$5.74K ﹤0.01% 1890
2025
Q4 		$32 Hold
2
– – ﹤0.01% 2401
2025
Q3 		$24 Buy
+2
New +$22 ﹤0.01% 2279

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Root Financial Partners's CMRE Position: Q2 2026 in Review

Root Financial Partners sold out of Costamare (CMRE) in Q2 2026, closing a stake of 348 shares — an estimated $5.88K sold.

Root Financial Partners first reported a position in CMRE in Q3 2025 and held it in 3 quarters. The position peaked at $5.88K in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Root Financial Partners reported no remaining Costamare position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 348 Costamare shares in Q2 2026, an estimated $5.88K.
  • Root Financial Partners first reported a position in Costamare in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Costamare position peaked at $5.88K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.