Sunbelt Securities’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,930
| Closed | -$26.9K | – | 1769 |
|
|
2023
Q1 | $26.9K | Hold |
30,930
| – | – | ﹤0.01% | 881 |
|
|
2022
Q4 | $94K | Sell |
30,930
-51,401
| -62% | -$156K | 0.02% | 445 |
|
|
2022
Q3 | $323K | Buy |
82,331
+40,000
| +94% | +$157K | 0.07% | 310 |
|
|
2022
Q2 | $240K | Buy |
42,331
+26,184
| +162% | +$148K | 0.05% | 372 |
|
|
2022
Q1 | $130K | Hold |
16,147
| – | – | 0.02% | 444 |
|
|
2021
Q4 | $160K | Buy |
16,147
+3,948
| +32% | +$39.1K | 0.03% | 450 |
|
|
2021
Q3 | $119K | Hold |
12,199
| – | – | 0.02% | 427 |
|
|
2021
Q2 | $119K | Buy |
12,199
+106
| +0.9% | +$1.03K | 0.02% | 427 |
|
|
2021
Q1 | $128K | Buy |
+12,093
| New | +$128K | 0.03% | 406 |
|