Stiles Financial Services’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Sell |
13,625
-1,043
| -7% | -$287K | 1.3% | 15 |
|
|
2025
Q1 | $3.89M | Buy |
14,668
+30
| +0.2% | +$7.96K | 1.49% | 11 |
|
|
2024
Q4 | $3.4M | Buy |
14,638
+334
| +2% | +$77.6K | 1.23% | 21 |
|
|
2024
Q3 | $3.16M | Buy |
14,304
+583
| +4% | +$129K | 1.11% | 26 |
|
|
2024
Q2 | $2.7M | Buy |
13,721
+418
| +3% | +$82.2K | 1.04% | 24 |
|
|
2024
Q1 | $2.86M | Buy |
13,303
+2,106
| +19% | +$454K | 1.15% | 24 |
|
|
2023
Q4 | $2.36M | Buy |
11,197
+1,259
| +13% | +$265K | 1.07% | 27 |
|
|
2023
Q3 | $1.99M | Buy |
9,938
+1,191
| +14% | +$238K | 1.03% | 26 |
|
|
2023
Q2 | $1.62M | Buy |
8,747
+221
| +3% | +$41K | 0.81% | 38 |
|
|
2023
Q1 | $1.63M | Buy |
8,526
+293
| +4% | +$56.1K | 0.88% | 33 |
|
|
2022
Q4 | $1.38M | Buy |
8,233
+41
| +0.5% | +$6.9K | 0.79% | 38 |
|
|
2022
Q3 | $1.45M | Buy |
8,192
+994
| +14% | +$176K | 0.88% | 34 |
|
|
2022
Q2 | $1.47M | Buy |
7,198
+111
| +2% | +$22.7K | 0.89% | 35 |
|
|
2022
Q1 | $1.69M | Buy |
7,087
+381
| +6% | +$90.6K | 0.84% | 33 |
|
|
2021
Q4 | $1.53M | Buy |
+6,706
| New | +$1.53M | 0.74% | 41 |
|