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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
2026
Q1 		$11.3K Buy
1,546
+83
+6% +$652 ﹤0.01% 1469
2025
Q4 		$12.2K Buy
1,463
+76
+5% +$629 ﹤0.01% 1391
2025
Q3 		$11.5K Buy
1,387
+206
+17% +$1.68K ﹤0.01% 1411
2025
Q2 		$10.1K Sell
1,181
-80
-6% -$590 ﹤0.01% 1302
2025
Q1 		$9.22K Buy
1,261
+61
+5% +$502 ﹤0.01% 1294
2024
Q4 		$10.1K Buy
1,200
+53
+5% +$437 ﹤0.01% 1306
2024
Q3 		$8.67K Buy
1,147
+52
+5% +$389 ﹤0.01% 1318
2024
Q2 		$8.3K Buy
1,095
+50
+5% +$370 ﹤0.01% 1296
2024
Q1 		$7.74K Sell
1,045
-15,512
-94% -$111K ﹤0.01% 1284
2023
Q4 		$117K Buy
16,557
+15,616
+1,660% +$111K 0.01% 639
2023
Q3 		$7.45K Buy
941
+49
+5% +$404 ﹤0.01% 1224
2023
Q2 		$7.36K Buy
892
+48
+6% +$374 ﹤0.01% 1243
2023
Q1 		$6.44K Buy
+844
New +$6.56K ﹤0.01% 1236

Other funds holding CLM

AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return