Sequoia Financial Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.09M | Buy |
11,196
+627
| +6% | +$173K | 0.02% | 375 |
|
|
2025
Q1 | $2.8M | Buy |
10,569
+573
| +6% | +$152K | 0.02% | 372 |
|
|
2024
Q4 | $2.32M | Buy |
9,996
+845
| +9% | +$196K | 0.02% | 371 |
|
|
2024
Q3 | $2.02M | Buy |
9,151
+5,359
| +141% | +$1.18M | 0.02% | 373 |
|
|
2024
Q2 | $746K | Sell |
3,792
-79
| -2% | -$15.5K | 0.01% | 563 |
|
|
2024
Q1 | $833K | Sell |
3,871
-2,067
| -35% | -$445K | 0.01% | 519 |
|
|
2023
Q4 | $1.25M | Buy |
5,938
+2,571
| +76% | +$541K | 0.02% | 466 |
|
|
2023
Q3 | $674K | Buy |
3,367
+326
| +11% | +$65.3K | 0.01% | 429 |
|
|
2023
Q2 | $563K | Buy |
3,041
+309
| +11% | +$57.3K | 0.01% | 490 |
|
|
2023
Q1 | $523K | Buy |
2,732
+568
| +26% | +$109K | 0.01% | 449 |
|
|
2022
Q4 | $364K | Buy |
+2,164
| New | +$364K | 0.01% | 527 |
|
|
2022
Q3 | – | Sell |
-1,365
| Closed | -$279K | – | 543 |
|
|
2022
Q2 | $279K | Buy |
1,365
+181
| +15% | +$37K | 0.01% | 459 |
|
|
2022
Q1 | $281K | Buy |
+1,184
| New | +$281K | 0.01% | 516 |
|