Summit Trail Advisors’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Buy |
3,364
+845
| +34% | +$197K | 0.01% | 561 |
|
|
2025
Q1 | $570K | Buy |
2,519
+632
| +33% | +$143K | 0.02% | 238 |
|
|
2024
Q4 | $369K | Buy |
1,887
+346
| +22% | +$67.6K | 0.01% | 264 |
|
|
2024
Q3 | $316K | Buy |
1,541
+197
| +15% | +$40.4K | 0.01% | 529 |
|
|
2024
Q2 | $229K | Buy |
1,344
+207
| +18% | +$35.2K | 0.01% | 556 |
|
|
2024
Q1 | $209K | Buy |
+1,137
| New | +$209K | 0.01% | 550 |
|
|
2018
Q1 | – | Sell |
-16
| Closed | -$2K | – | 622 |
|
|
2017
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1618 |
|