Safeguard Financial’s CBRE Group CBRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$494K Hold
3,779
0.11% 71
2024
Q4
$496K Sell
3,779
-93
-2% -$12.2K 0.11% 69
2024
Q3
$482K Sell
3,872
-509
-12% -$63.4K 0.11% 67
2024
Q2
$390K Buy
4,381
+135
+3% +$12K 0.11% 72
2024
Q1
$413K Hold
4,246
0.13% 60
2023
Q4
$395K Hold
4,246
0.15% 53
2023
Q3
$314K Hold
4,246
0.15% 55
2023
Q2
$342K Hold
4,246
0.16% 51
2023
Q1
$309K Sell
4,246
-1,358
-24% -$98.8K 0.19% 51
2022
Q4
$431K Hold
5,604
0.31% 43
2022
Q3
$378K Buy
+5,604
New +$378K 0.35% 41