Stifel Financial’s ProShares Large Cap Core Plus CSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.25M | Buy |
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|
2025
Q2 | $8.49M | Buy |
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|
2025
Q1 | $6.1M | Buy |
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|
2024
Q4 | $6.24M | Sell |
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|
2024
Q3 | $6.31M | Buy |
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|
2024
Q2 | $5.9M | Sell |
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|
2024
Q1 | $5.82M | Sell |
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|
2023
Q4 | $5.27M | Buy |
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|
2023
Q3 | $4.07M | Buy |
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|
2023
Q2 | $4.12M | Buy |
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|
2023
Q1 | $3.77M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $949K | Buy |
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|
2020
Q3 | $846K | Sell |
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|
2020
Q2 | $992K | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $1.59M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $220K | Hold |
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|
2018
Q3 | $262K | Sell |
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|
2018
Q2 | $263K | Buy |
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|
2018
Q1 | $242K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $428K | Sell |
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|
2015
Q2 | $467K | Buy |
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|
2015
Q1 | $444K | Buy |
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|
2014
Q4 | $239K | Buy |
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