Clear Street’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-51,398
Closed -$580K 754
2024
Q3
$580K Buy
51,398
+21,580
+72% +$244K 0.01% 58
2024
Q2
$329K Sell
29,818
-53,182
-64% -$588K ﹤0.01% 96
2024
Q1
$907K Buy
+83,000
New +$907K 0.01% 42
2023
Q3
Sell
-11,853
Closed -$123K 1216
2023
Q2
$123K Buy
+11,853
New +$123K ﹤0.01% 214
2023
Q1
Sell
-594
Closed -$6K 1241
2022
Q4
$6K Buy
+594
New +$6K ﹤0.01% 575
2022
Q2
Sell
-5,400
Closed -$54K 1042
2022
Q1
$54K Buy
+5,400
New +$54K 0.01% 106