Crossmark Global Holdings, Inc. historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Crossmark Global Holdings, Inc. opened 3 positions, added to 0, reduced 7 and sold out of 6.
- Q1 2025: Stock RETAIL OPPORTUNITY INVTS CORCO; Country of operation United States; Class COM; Shares before 11,831.
- Q4 2024: Stock SERVICE PPTYS TR COM SH BEN IN; Country of operation United States; Class COM; Shares before 12,598.
- Q3 2024: Stock LOCORR INVT TR SPCTRM INCM A; Country of operation —; Class MUTUAL FUNDS; Shares before 28,614.
- Q3 2024: Stock NEUBERGER BERMAN INCOME FDS ST; Country of operation —; Class MUTUAL FUNDS; Shares before 15,519.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1539204), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-09-30.
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