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Cape Investment Advisory’s Broadway Financial BYFC Stock Holding History

Cape Investment Advisory’s Portfolio BYFC Stock Details BYFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12
Closed -$86 – 1184
2025
Q1 		$86 Hold
12
– – ﹤0.01% 1103
2024
Q4 		$82 Buy
+12
New +$82 ﹤0.01% 1114

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Cape Investment Advisory's BYFC Position: Q2 2025 in Review

Cape Investment Advisory sold out of Broadway Financial (BYFC) in Q2 2025, closing a stake of 12 shares — an estimated $86 sold.

Cape Investment Advisory first reported a position in BYFC in Q4 2024 and held it in 2 quarters. The position peaked at $86 in Q1 2025. 19 funds tracked by Wall St. Rank hold BYFC as of Q2 2025.

  • Cape Investment Advisory reported no remaining Broadway Financial position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 12 Broadway Financial shares in Q2 2025, an estimated $86.
  • Cape Investment Advisory first reported a position in Broadway Financial in Q4 2024 and held it in 2 quarters.
  • Cape Investment Advisory's Broadway Financial position peaked at $86 in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Broadway Financial as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.