CFG
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Clayton Financial Group’s Visa V Stock Holding History

Clayton Financial Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-602
Closed -$211K – 107
2025
Q1 		$211K Sell
602
-65
-10% -$22.8K 0.08% 112
2024
Q4 		$211K Buy
+667
New +$211K 0.08% 118