Stratos Wealth Partners’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
5,314
-89
| -2% | -$12.5K | 0.01% | 794 |
|
|
2025
Q1 | $707K | Sell |
5,403
-1,448
| -21% | -$189K | 0.01% | 773 |
|
|
2024
Q4 | $899K | Buy |
6,851
+961
| +16% | +$126K | 0.01% | 731 |
|
|
2024
Q3 | $733K | Buy |
5,890
+533
| +10% | +$66.3K | 0.01% | 793 |
|
|
2024
Q2 | $477K | Sell |
5,357
-77
| -1% | -$6.86K | 0.01% | 916 |
|
|
2024
Q1 | $528K | Sell |
5,434
-5,841
| -52% | -$568K | 0.01% | 871 |
|
|
2023
Q4 | $1.05M | Sell |
11,275
-1,646
| -13% | -$153K | 0.02% | 615 |
|
|
2023
Q3 | $954K | Sell |
12,921
-320
| -2% | -$23.6K | 0.02% | 593 |
|
|
2023
Q2 | $1.07M | Buy |
13,241
+1,494
| +13% | +$121K | 0.02% | 511 |
|
|
2023
Q1 | $855K | Sell |
11,747
-1,104
| -9% | -$80.4K | 0.02% | 524 |
|
|
2022
Q4 | $989K | Sell |
12,851
-193
| -1% | -$14.9K | 0.03% | 512 |
|
|
2022
Q3 | $881K | Sell |
13,044
-663
| -5% | -$44.8K | 0.02% | 521 |
|
|
2022
Q2 | $1.01M | Sell |
13,707
-3,519
| -20% | -$259K | 0.03% | 512 |
|
|
2022
Q1 | $1.58M | Buy |
17,226
+979
| +6% | +$89.6K | 0.04% | 427 |
|
|
2021
Q4 | $1.76M | Buy |
16,247
+552
| +4% | +$59.9K | 0.04% | 388 |
|
|
2021
Q3 | $1.53M | Buy |
15,695
+4,060
| +35% | +$395K | 0.04% | 387 |
|
|
2021
Q2 | $997K | Hold |
11,635
| – | – | 0.02% | 550 |
|
|
2021
Q1 | $920K | Buy |
11,635
+355
| +3% | +$28.1K | 0.03% | 521 |
|
|
2020
Q4 | $708K | Buy |
11,280
+6
| +0.1% | +$377 | 0.02% | 554 |
|
|
2020
Q3 | $530K | Hold |
11,274
| – | – | 0.02% | 603 |
|
|
2020
Q2 | $510K | Sell |
11,274
-361
| -3% | -$16.3K | 0.02% | 584 |
|
|
2020
Q1 | $439K | Sell |
11,635
-3,244
| -22% | -$122K | 0.02% | 564 |
|
|
2019
Q4 | $912K | Buy |
14,879
+95
| +0.6% | +$5.82K | 0.04% | 415 |
|
|
2019
Q3 | $784K | Sell |
14,784
-267
| -2% | -$14.2K | 0.03% | 439 |
|
|
2019
Q2 | $772K | Hold |
15,051
| – | – | 0.03% | 438 |
|
|
2019
Q1 | $744K | Sell |
15,051
-8
| -0.1% | -$395 | 0.03% | 443 |
|
|
2018
Q4 | $603K | Buy |
15,059
+13,577
| +916% | +$544K | 0.03% | 456 |
|
|
2018
Q3 | $65K | Buy |
+1,482
| New | +$65K | ﹤0.01% | 1335 |
|
|
2018
Q2 | – | Sell |
-2,257
| Closed | -$107K | – | 1190 |
|
|
2018
Q1 | $107K | Buy |
2,257
+91
| +4% | +$4.31K | ﹤0.01% | 1159 |
|
|
2017
Q4 | $94K | Buy |
+2,166
| New | +$94K | ﹤0.01% | 1216 |
|