Sowell Financial Services’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 | $280K | Buy |
1,997
+39
| +2% | +$5.47K | 0.01% | 817 |
|
|
2025
Q1 | $256K | Buy |
+1,958
| New | +$256K | 0.01% | 834 |
|
|
2023
Q2 | – | Sell |
-3,834
| Closed | -$279K | – | 592 |
|
|
2023
Q1 | $279K | Buy |
+3,834
| New | +$279K | 0.02% | 583 |
|
|
2021
Q2 | – | Sell |
-2,731
| Closed | -$233K | – | 867 |
|
|
2021
Q1 | $233K | Buy |
2,731
+1,897
| +227% | +$162K | 0.01% | 968 |
|
|
2020
Q4 | $52K | Buy |
834
+821
| +6,315% | +$51.2K | ﹤0.01% | 1377 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q2 | $1K | Sell |
13
-96
| -88% | -$7.39K | ﹤0.01% | 2256 |
|
|
2020
Q1 | $4K | Buy |
109
+87
| +395% | +$3.19K | ﹤0.01% | 1874 |
|
|
2019
Q4 | $1K | Sell |
22
-2
| -8% | -$91 | ﹤0.01% | 2304 |
|
|
2019
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 2205 |
|