Sunbelt Securities’s Cornerstone Strategic Value Fund CLM Stock Holding History

Sunbelt Securities’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	$10.1K	Sell
2025 Q1	$9.22K	Buy
2024 Q4	$10.1K	Buy
2024 Q3	$8.67K	Buy
2024 Q2	$8.3K	Buy
2024 Q1	$7.74K	Sell
2023 Q4	$117K	Buy
2023 Q3	$7.45K	Buy
2023 Q2	$7.36K	Buy
2023 Q1	$6.44K	Buy