Symphony Financial’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
+1,925
New +$232K 0.03% 232
2024
Q4
Sell
-1,122
Closed -$245K 226
2024
Q3
$245K Sell
1,122
-3,703
-77% -$809K 0.04% 197
2024
Q2
$946K Buy
4,825
+3,876
+408% +$760K 0.17% 100
2024
Q1
$204K Sell
949
-3,054
-76% -$657K 0.05% 184
2023
Q4
$796K Buy
+4,003
New +$796K 0.17% 102
2020
Q3
Sell
-1,737
Closed -$282K 141
2020
Q2
$282K Buy
+1,737
New +$282K 0.14% 111