Carson Wealth (CWM LLC)’s Capitol Federal Financial CFFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
78,812
+24,714
| +46% | +$151K | ﹤0.01% | 1612 |
|
|
2025
Q1 | $303K | Buy |
54,098
+8,477
| +19% | +$47.5K | ﹤0.01% | 1664 |
|
|
2024
Q4 | $270K | Buy |
45,621
+7,834
| +21% | +$46.4K | ﹤0.01% | 1654 |
|
|
2024
Q3 | $221K | Buy |
37,787
+26,004
| +221% | +$152K | ﹤0.01% | 1706 |
|
|
2024
Q2 | $65K | Buy |
11,783
+9,922
| +533% | +$54.7K | ﹤0.01% | 2276 |
|
|
2024
Q1 | $11K | Sell |
1,861
-3,120
| -63% | -$18.4K | ﹤0.01% | 3266 |
|
|
2023
Q4 | $32K | Buy |
4,981
+4,494
| +923% | +$28.9K | ﹤0.01% | 2458 |
|
|
2023
Q3 | $2K | Sell |
487
-472
| -49% | -$1.94K | ﹤0.01% | 3760 |
|
|
2023
Q2 | $6K | Sell |
959
-29
| -3% | -$181 | ﹤0.01% | 3326 |
|
|
2023
Q1 | $7K | Buy |
988
+315
| +47% | +$2.23K | ﹤0.01% | 3124 |
|
|
2022
Q4 | $6K | Buy |
673
+592
| +731% | +$5.28K | ﹤0.01% | 3055 |
|
|
2022
Q3 | $1K | Buy |
81
+39
| +93% | +$481 | ﹤0.01% | 3600 |
|
|
2022
Q2 | $0 | Sell |
42
-741
| -95% | – | ﹤0.01% | 3790 |
|
|
2022
Q1 | $9K | Buy |
783
+284
| +57% | +$3.26K | ﹤0.01% | 2519 |
|
|
2021
Q4 | $6K | Buy |
+499
| New | +$6K | ﹤0.01% | 2604 |
|
|
2019
Q1 | – | Sell |
-1,006
| Closed | -$13K | – | 2924 |
|
|
2018
Q4 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q3 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 1072 |
|
|
2018
Q2 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 920 |
|
|
2018
Q1 | $12K | Hold |
1,006
| – | – | ﹤0.01% | 807 |
|
|
2017
Q4 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 803 |
|
|
2017
Q3 | $15K | Hold |
1,006
| – | – | ﹤0.01% | 777 |
|
|
2017
Q2 | $14K | Hold |
1,006
| – | – | ﹤0.01% | 706 |
|
|
2017
Q1 | $15K | Hold |
1,006
| – | – | ﹤0.01% | 661 |
|
|
2016
Q4 | $17K | Hold |
1,006
| – | – | ﹤0.01% | 613 |
|
|
2016
Q3 | $14K | Hold |
1,006
| – | – | ﹤0.01% | 616 |
|
|
2016
Q2 | $14K | Hold |
1,006
| – | – | ﹤0.01% | 508 |
|
|
2016
Q1 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 489 |
|
|
2015
Q4 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 433 |
|
|
2015
Q3 | $12K | Buy |
+1,006
| New | +$12K | ﹤0.01% | 428 |
|