United Capital Financial Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $173K | Hold |
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|
2024
Q4 | $189K | Sell |
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|
2024
Q3 | $189K | Sell |
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|
2024
Q2 | $186K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $179K | Sell |
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|
2020
Q4 | $211K | Hold |
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|
2020
Q3 | $180K | Hold |
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|
2020
Q2 | $166K | Hold |
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|
2020
Q1 | $131K | Hold |
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|
2019
Q4 | $182K | Hold |
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|
2019
Q3 | $170K | Hold |
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|
2019
Q2 | $171K | Buy |
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|
2019
Q1 | $150K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $130K | Hold |
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|
2016
Q3 | $131K | Buy |
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|
2016
Q2 | $117K | Sell |
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|
2016
Q1 | $121K | Hold |
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|
2015
Q4 | $126K | Buy |
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|
2015
Q3 | $108K | Sell |
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|
2015
Q2 | $133K | Buy |
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|
2015
Q1 | $133K | Hold |
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|
2014
Q4 | $134K | Hold |
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|
2014
Q3 | $137K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $124K | Buy |
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