Steward Partners Investment Advisory’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 | $2.65M | Sell |
18,880
-2
| -0% | -$280 | 0.02% | 615 |
|
|
2025
Q1 | $2.47M | Buy |
18,882
+1,023
| +6% | +$134K | 0.02% | 597 |
|
|
2024
Q4 | $2.34M | Sell |
17,859
-500
| -3% | -$65.6K | 0.02% | 584 |
|
|
2024
Q3 | $2.29M | Sell |
18,359
-3,379
| -16% | -$421K | 0.02% | 586 |
|
|
2024
Q2 | $1.94M | Sell |
21,738
-201
| -0.9% | -$17.9K | 0.02% | 594 |
|
|
2024
Q1 | $2.13M | Buy |
21,939
+4,542
| +26% | +$442K | 0.02% | 569 |
|
|
2023
Q4 | $1.62M | Buy |
17,397
+54
| +0.3% | +$5.03K | 0.02% | 564 |
|
|
2023
Q3 | $1.28M | Sell |
17,343
-1,613
| -9% | -$119K | 0.02% | 594 |
|
|
2023
Q2 | $1.53M | Buy |
18,956
+2,268
| +14% | +$183K | 0.02% | 552 |
|
|
2023
Q1 | $1.22M | Sell |
16,688
-88
| -0.5% | -$6.41K | 0.02% | 631 |
|
|
2022
Q4 | $1.29M | Sell |
16,776
-1,112
| -6% | -$85.6K | 0.02% | 585 |
|
|
2022
Q3 | $1.21M | Buy |
17,888
+594
| +3% | +$40.1K | 0.02% | 565 |
|
|
2022
Q2 | $1.27M | Sell |
17,294
-350
| -2% | -$25.8K | 0.02% | 565 |
|
|
2022
Q1 | $1.62M | Sell |
17,644
-337
| -2% | -$30.8K | 0.03% | 543 |
|
|
2021
Q4 | $1.95M | Buy |
17,981
+541
| +3% | +$58.7K | 0.03% | 500 |
|
|
2021
Q3 | $1.7M | Buy |
17,440
+1,218
| +8% | +$119K | 0.03% | 501 |
|
|
2021
Q2 | $1.39M | Sell |
16,222
-164
| -1% | -$14.1K | 0.02% | 561 |
|
|
2021
Q1 | $1.3M | Sell |
16,386
-1,823
| -10% | -$144K | 0.02% | 556 |
|
|
2020
Q4 | $1.14M | Sell |
18,209
-6,796
| -27% | -$426K | 0.02% | 521 |
|
|
2020
Q3 | $1.17M | Sell |
25,005
-216
| -0.9% | -$10.1K | 0.03% | 438 |
|
|
2020
Q2 | $1.14M | Buy |
25,221
+2,795
| +12% | +$126K | 0.03% | 420 |
|
|
2020
Q1 | $845K | Buy |
22,426
+4,388
| +24% | +$165K | 0.03% | 426 |
|
|
2019
Q4 | $1.11M | Buy |
18,038
+7,484
| +71% | +$458K | 0.03% | 431 |
|
|
2019
Q3 | $559K | Buy |
10,554
+740
| +8% | +$39.2K | 0.02% | 552 |
|
|
2019
Q2 | $503K | Sell |
9,814
-1,048
| -10% | -$53.7K | 0.02% | 559 |
|
|
2019
Q1 | $537K | Buy |
10,862
+3,465
| +47% | +$171K | 0.02% | 497 |
|
|
2018
Q4 | $296K | Buy |
7,397
+2,907
| +65% | +$116K | 0.01% | 607 |
|
|
2018
Q3 | $198K | Buy |
4,490
+79
| +2% | +$3.48K | 0.01% | 719 |
|
|
2018
Q2 | $211K | Buy |
4,411
+188
| +4% | +$8.99K | 0.01% | 643 |
|
|
2018
Q1 | $199K | Buy |
4,223
+350
| +9% | +$16.5K | 0.01% | 622 |
|
|
2017
Q4 | $167K | Buy |
3,873
+3,700
| +2,139% | +$160K | 0.01% | 556 |
|
|
2017
Q3 | $6K | Sell |
173
-6
| -3% | -$208 | ﹤0.01% | 1231 |
|
|
2017
Q2 | $6K | Sell |
179
-53
| -23% | -$1.78K | ﹤0.01% | 1161 |
|
|
2017
Q1 | $8K | Buy |
+232
| New | +$8K | ﹤0.01% | 990 |
|