SFMG Wealth Advisors’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
3,072
-42,000
| -93% | -$5.89M | 0.03% | 170 |
|
|
2025
Q1 | $5.89M | Sell |
45,072
-1,047
| -2% | -$137K | 0.47% | 31 |
|
|
2024
Q4 | $6.05M | Sell |
46,119
-897
| -2% | -$118K | 0.48% | 33 |
|
|
2024
Q3 | $5.85M | Buy |
47,016
+21
| +0% | +$2.61K | 0.47% | 29 |
|
|
2024
Q2 | $4.19M | Buy |
46,995
+519
| +1% | +$46.2K | 0.36% | 37 |
|
|
2024
Q1 | $4.52M | Buy |
46,476
+262
| +0.6% | +$25.5K | 0.39% | 37 |
|
|
2023
Q4 | $4.3M | Buy |
46,214
+461
| +1% | +$42.9K | 0.4% | 34 |
|
|
2023
Q3 | $3.38M | Buy |
45,753
+1,680
| +4% | +$124K | 0.35% | 38 |
|
|
2023
Q2 | $3.56M | Buy |
44,073
+778
| +2% | +$62.8K | 0.37% | 36 |
|
|
2023
Q1 | $3.15M | Buy |
43,295
+2,273
| +6% | +$165K | 0.34% | 41 |
|
|
2022
Q4 | $3.16M | Sell |
41,022
-1,389
| -3% | -$107K | 0.35% | 39 |
|
|
2022
Q3 | $2.91M | Buy |
42,411
+2,667
| +7% | +$183K | 0.34% | 37 |
|
|
2022
Q2 | $2.93M | Buy |
39,744
+383
| +1% | +$28.2K | 0.34% | 40 |
|
|
2022
Q1 | $3.6M | Buy |
39,361
+3,181
| +9% | +$291K | 0.36% | 44 |
|
|
2021
Q4 | $3.93M | Buy |
36,180
+4,119
| +13% | +$447K | 0.38% | 38 |
|
|
2021
Q3 | $3.12M | Buy |
32,061
+16,273
| +103% | +$1.58M | 0.35% | 40 |
|
|
2021
Q2 | $1.35M | Buy |
15,788
+1,003
| +7% | +$86K | 0.15% | 74 |
|
|
2021
Q1 | $1.17M | Buy |
14,785
+1,708
| +13% | +$135K | 0.14% | 78 |
|
|
2020
Q4 | $820K | Buy |
13,077
+2,184
| +20% | +$137K | 0.1% | 95 |
|
|
2020
Q3 | $512K | Buy |
10,893
+738
| +7% | +$34.7K | 0.07% | 103 |
|
|
2020
Q2 | $459K | Buy |
10,155
+3,508
| +53% | +$159K | 0.07% | 100 |
|
|
2020
Q1 | $251K | Buy |
+6,647
| New | +$251K | 0.04% | 111 |
|