Burkett Financial Services’s Cantor Equity Partners CEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,787
Closed -$40K 243
2025
Q3
$40K Sell
1,787
-716
-29% -$18.6K 0.01% 105
2025
Q2
$69.6K Buy
+2,503
New +$76.4K 0.03% 82

Burkett Financial Services's CEP Position: Q4 2025 in Review

Burkett Financial Services sold out of Cantor Equity Partners (CEP) in Q4 2025, closing a stake of 1,787 shares — an estimated $40K sold.

Burkett Financial Services first reported a position in CEP in Q2 2025 and held it in 2 quarters. The position peaked at $69.6K in Q2 2025. 0 funds tracked by Wall St. Rank hold CEP as of Q4 2025.

  • Burkett Financial Services reported no remaining Cantor Equity Partners position as of Q4 2025 after selling out during the quarter.
  • Burkett Financial Services sold 1,787 Cantor Equity Partners shares in Q4 2025, an estimated $40K.
  • Burkett Financial Services first reported a position in Cantor Equity Partners in Q2 2025 and held it in 2 quarters.
  • Burkett Financial Services's Cantor Equity Partners position peaked at $69.6K in Q2 2025.
  • 0 funds tracked by Wall St. Rank held Cantor Equity Partners as of Q4 2025.

Based on Burkett Financial Services's 13F filing for Q4 2025, filed 5 Jan 2026.