AE Wealth Management’s Capitol Federal Financial CFFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,413
| Closed | -$216K | – | 1246 |
|
|
2024
Q2 | $216K | Buy |
+39,413
| New | +$216K | ﹤0.01% | 1138 |
|
|
2024
Q1 | – | Sell |
-48,383
| Closed | -$312K | – | 1280 |
|
|
2023
Q4 | $312K | Sell |
48,383
-274
| -0.6% | -$1.77K | ﹤0.01% | 1676 |
|
|
2023
Q3 | $232K | Buy |
48,657
+33,562
| +222% | +$160K | ﹤0.01% | 1717 |
|
|
2023
Q2 | $93.1K | Buy |
15,095
+877
| +6% | +$5.41K | ﹤0.01% | 1812 |
|
|
2023
Q1 | $95.7K | Sell |
14,218
-1,191
| -8% | -$8.02K | ﹤0.01% | 1791 |
|
|
2022
Q4 | $133K | Sell |
15,409
-8,335
| -35% | -$72.1K | ﹤0.01% | 1700 |
|
|
2022
Q3 | $197K | Buy |
23,744
+779
| +3% | +$6.46K | ﹤0.01% | 1608 |
|
|
2022
Q2 | $211K | Buy |
22,965
+19
| +0.1% | +$175 | ﹤0.01% | 1573 |
|
|
2022
Q1 | $250K | Sell |
22,946
-1,266
| -5% | -$13.8K | ﹤0.01% | 1494 |
|
|
2021
Q4 | $274K | Sell |
24,212
-131
| -0.5% | -$1.48K | ﹤0.01% | 1479 |
|
|
2021
Q3 | $280K | Sell |
24,343
-4,498
| -16% | -$51.7K | ﹤0.01% | 1384 |
|
|
2021
Q2 | $340K | Buy |
28,841
+24
| +0.1% | +$283 | ﹤0.01% | 1290 |
|
|
2021
Q1 | $382K | Buy |
28,817
+4
| +0% | +$53 | ﹤0.01% | 1154 |
|
|
2020
Q4 | $360K | Buy |
28,813
+1
| +0% | +$12 | ﹤0.01% | 1068 |
|
|
2020
Q3 | $267K | Buy |
28,812
+5,031
| +21% | +$46.6K | ﹤0.01% | 1074 |
|
|
2020
Q2 | $262K | Buy |
23,781
+716
| +3% | +$7.89K | ﹤0.01% | 1064 |
|
|
2020
Q1 | $268K | Hold |
23,065
| – | – | 0.01% | 910 |
|
|
2019
Q4 | $317K | Buy |
23,065
+226
| +1% | +$3.11K | 0.01% | 879 |
|
|
2019
Q3 | $315K | Hold |
22,839
| – | – | 0.01% | 767 |
|
|
2019
Q2 | $314K | Hold |
22,839
| – | – | 0.01% | 732 |
|
|
2019
Q1 | $305K | Sell |
22,839
-56
| -0.2% | -$748 | 0.02% | 460 |
|
|
2018
Q4 | $292K | Sell |
22,895
-283
| -1% | -$3.61K | 0.05% | 351 |
|
|
2018
Q3 | $295K | Buy |
23,178
+339
| +1% | +$4.32K | 0.02% | 453 |
|
|
2018
Q2 | $301K | Buy |
22,839
+707
| +3% | +$9.32K | 0.02% | 330 |
|
|
2018
Q1 | $273K | Hold |
22,132
| – | – | 0.02% | 348 |
|
|
2017
Q4 | $297K | Buy |
22,132
+6,527
| +42% | +$87.6K | 0.03% | 320 |
|
|
2017
Q3 | $229K | Sell |
15,605
-113
| -0.7% | -$1.66K | 0.02% | 359 |
|
|
2017
Q2 | $223K | Buy |
15,718
+113
| +0.7% | +$1.6K | 0.03% | 337 |
|
|
2017
Q1 | $228K | Sell |
15,605
-297
| -2% | -$4.34K | 0.04% | 241 |
|
|
2016
Q4 | $262K | Buy |
+15,902
| New | +$262K | 0.11% | 161 |
|