Stifel Financial’s Cornerstone Strategic Value Fund CLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Buy
2025
Q2
$383K Buy
2025
Q1
$311K Sell
2024
Q4
$362K Buy
2024
Q3
$216K Buy
2024
Q2
$211K Buy
2024
Q1
$197K Buy
2023
Q4
$182K Buy
2023
Q3
$123K Buy
2023
Q2
$95.4K Buy