SWA
SFMG Wealth Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
1,893
+6
| +0.3% | +$1.65K | 0.04% | 154 |
|
|
2025
Q1 | $500K | Buy |
1,887
+57
| +3% | +$15.1K | 0.04% | 149 |
|
|
2024
Q4 | $425K | Sell |
1,830
-3
| -0.2% | -$697 | 0.03% | 167 |
|
|
2024
Q3 | $405K | Buy |
1,833
+1
| +0.1% | +$221 | 0.03% | 169 |
|
|
2024
Q2 | $360K | Sell |
1,832
-93
| -5% | -$18.3K | 0.03% | 173 |
|
|
2024
Q1 | $414K | Buy |
1,925
+29
| +2% | +$6.24K | 0.04% | 164 |
|
|
2023
Q4 | $399K | Buy |
1,896
+11
| +0.6% | +$2.32K | 0.04% | 163 |
|
|
2023
Q3 | $377K | Buy |
+1,885
| New | +$377K | 0.04% | 158 |
|
|
2023
Q2 | – | Sell |
-1,354
| Closed | -$259K | – | 259 |
|
|
2023
Q1 | $259K | Buy |
+1,354
| New | +$259K | 0.03% | 200 |
|
|
2022
Q2 | – | Sell |
-920
| Closed | -$219K | – | 284 |
|
|
2022
Q1 | $219K | Buy |
+920
| New | +$219K | 0.02% | 257 |
|