SRC
Shufro Rose & Co’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
5,760
-1,000
| -15% | -$131K | 0.06% | 130 |
|
|
2025
Q1 | $884K | Sell |
6,760
-500
| -7% | -$65.4K | 0.07% | 120 |
|
|
2024
Q4 | $953K | Sell |
7,260
-1,505
| -17% | -$198K | 0.07% | 113 |
|
|
2024
Q3 | $781K | Hold |
8,765
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $781K | Sell |
8,765
-300
| -3% | -$26.7K | 0.06% | 130 |
|
|
2024
Q1 | $881K | Sell |
9,065
-6,135
| -40% | -$597K | 0.07% | 118 |
|
|
2023
Q4 | $1.12M | Hold |
15,200
| – | – | 0.11% | 106 |
|
|
2023
Q3 | $1.12M | Hold |
15,200
| – | – | 0.11% | 106 |
|
|
2023
Q2 | $1.23M | Sell |
15,200
-250
| -2% | -$20.2K | 0.11% | 102 |
|
|
2023
Q1 | $1.12M | Hold |
15,450
| – | – | 0.1% | 109 |
|
|
2022
Q4 | $1.19M | Sell |
15,450
-13
| -0.1% | -$1K | 0.1% | 106 |
|
|
2022
Q3 | $1.04M | Buy |
15,463
+13
| +0.1% | +$878 | 0.1% | 107 |
|
|
2022
Q2 | $1.14M | Hold |
15,450
| – | – | 0.1% | 102 |
|
|
2022
Q1 | $1.41M | Sell |
15,450
-425
| -3% | -$38.9K | 0.11% | 101 |
|
|
2021
Q4 | $1.72M | Sell |
15,875
-50
| -0.3% | -$5.43K | 0.12% | 92 |
|
|
2021
Q3 | $1.55M | Sell |
15,925
-1,050
| -6% | -$102K | 0.12% | 92 |
|
|
2021
Q2 | $1.46M | Hold |
16,975
| – | – | 0.11% | 90 |
|
|
2021
Q1 | $1.34M | Hold |
16,975
| – | – | 0.11% | 94 |
|
|
2020
Q4 | $1.07M | Sell |
16,975
-250
| -1% | -$15.7K | 0.09% | 106 |
|
|
2020
Q3 | $809K | Sell |
17,225
-2,000
| -10% | -$93.9K | 0.08% | 114 |
|
|
2020
Q2 | $869K | Hold |
19,225
| – | – | 0.09% | 107 |
|
|
2020
Q1 | $725K | Hold |
19,225
| – | – | 0.09% | 112 |
|
|
2019
Q4 | $1.18M | Sell |
19,225
-5,100
| -21% | -$312K | 0.11% | 104 |
|
|
2019
Q3 | $1.29M | Sell |
24,325
-33,083
| -58% | -$1.75M | 0.13% | 97 |
|
|
2019
Q2 | $2.95M | Sell |
57,408
-8,925
| -13% | -$458K | 0.29% | 66 |
|
|
2019
Q1 | $3.28M | Sell |
66,333
-367
| -0.6% | -$18.1K | 0.33% | 61 |
|
|
2018
Q4 | $2.67M | Sell |
66,700
-1,650
| -2% | -$66.1K | 0.3% | 68 |
|
|
2018
Q3 | $3.01M | Sell |
68,350
-2,000
| -3% | -$88.2K | 0.28% | 77 |
|
|
2018
Q2 | $3.36M | Buy |
70,350
+200
| +0.3% | +$9.55K | 0.32% | 75 |
|
|
2018
Q1 | $3.31M | Sell |
70,150
-3,900
| -5% | -$184K | 0.33% | 71 |
|
|
2017
Q4 | $3.21M | Sell |
74,050
-14,100
| -16% | -$611K | 0.32% | 71 |
|
|
2017
Q3 | $3.34M | Hold |
88,150
| – | – | 0.34% | 67 |
|
|
2017
Q2 | $3.21M | Sell |
88,150
-550
| -0.6% | -$20K | 0.34% | 63 |
|
|
2017
Q1 | $3.09M | Sell |
88,700
-300
| -0.3% | -$10.4K | 0.33% | 68 |
|
|
2016
Q4 | $2.8M | Buy |
89,000
+75,800
| +574% | +$2.39M | 0.31% | 68 |
|
|
2016
Q3 | $369K | Buy |
+13,200
| New | +$369K | 0.04% | 184 |
|