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

Strategic Financial Concepts’s Portfolio CLM Stock Details CLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$525K	Sell
2025 Q1	$536K	Sell
2024 Q4	$641K	Buy
2024 Q3	$557K	Sell
2024 Q2	$66.5K	Buy
2024 Q1	$426K	Buy
2023 Q4	–	Sell
2023 Q3	$307K	Buy
2023 Q2	$294K	Buy
2023 Q1	$254K	Buy