Charles Schwab’s C&F Financial CFFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $592K | Sell |
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|
2025
Q2 | $545K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $427K | Hold |
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|
2023
Q4 | $594K | Hold |
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|
2023
Q3 | $467K | Hold |
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|
2023
Q2 | $468K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $374K | Hold |
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|
2020
Q4 | $313K | Hold |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $440K | Buy |
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|
2019
Q2 | $427K | Hold |
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|
2019
Q1 | $395K | Hold |
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|
2018
Q4 | $416K | Hold |
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|
2018
Q3 | $459K | Buy |
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|
2018
Q2 | $345K | Buy |
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|
2018
Q1 | $248K | Hold |
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|
2017
Q4 | $273K | Hold |
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|
2017
Q3 | $259K | Hold |
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|
2017
Q2 | $221K | Hold |
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|
2017
Q1 | $218K | Hold |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $203K | Hold |
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|
2016
Q2 | $211K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $201K | Hold |
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|
2013
Q3 | $218K | Hold |
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|
2013
Q2 | $246K | Buy |
|