Steward Partners Investment Advisory’s Consensus Cloud Solutions CCSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346 | Hold |
15
| – | – | ﹤0.01% | 3994 |
|
|
2025
Q1 | $346 | Hold |
15
| – | – | ﹤0.01% | 3888 |
|
|
2024
Q4 | $358 | Buy |
15
+2
| +15% | +$48 | ﹤0.01% | 3874 |
|
|
2024
Q3 | $306 | Hold |
13
| – | – | ﹤0.01% | 3634 |
|
|
2024
Q2 | $223 | Hold |
13
| – | – | ﹤0.01% | 3528 |
|
|
2024
Q1 | $206 | Hold |
13
| – | – | ﹤0.01% | 3470 |
|
|
2023
Q4 | $341 | Hold |
13
| – | – | ﹤0.01% | 3387 |
|
|
2023
Q3 | $327 | Hold |
13
| – | – | ﹤0.01% | 3273 |
|
|
2023
Q2 | $403 | Hold |
13
| – | – | ﹤0.01% | 3204 |
|
|
2023
Q1 | $443 | Hold |
13
| – | – | ﹤0.01% | 3183 |
|
|
2022
Q4 | $699 | Hold |
13
| – | – | ﹤0.01% | 3161 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 3104 |
|
|
2022
Q2 | $1K | Sell |
13
-4
| -24% | -$308 | ﹤0.01% | 3091 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 3164 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 3075 |
|