Steward Partners Investment Advisory’s Consensus Cloud Solutions CCSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $356 | Hold |
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|
2025
Q4 | $327 | Hold |
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|
2025
Q3 | $441 | Hold |
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|
2025
Q2 | $346 | Hold |
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|
2025
Q1 | $346 | Hold |
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|
2024
Q4 | $358 | Buy |
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|
2024
Q3 | $306 | Hold |
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|
2024
Q2 | $223 | Hold |
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|
2024
Q1 | $206 | Hold |
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|
2023
Q4 | $341 | Hold |
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|
2023
Q3 | $327 | Hold |
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|
2023
Q2 | $403 | Hold |
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|
2023
Q1 | $443 | Hold |
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|
2022
Q4 | $699 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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