Sequoia Financial Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Sell	17,271 -3,300	-16%	-$60.2K	﹤0.01%	1233
2025 Q1	$333K	Buy	20,571 +3,325	+19%	+$53.8K	﹤0.01%	1011
2024 Q4	$305K	Buy	+17,246	New	+$305K	﹤0.01%	1010