Clifford Swan Investment Counsel’s BranchOut Food BOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.9K | Hold |
30,000
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $73.8K | Hold |
30,000
| – | – | ﹤0.01% | 309 |
|
|
2024
Q4 | $51.9K | Sell |
30,000
-15,000
| -33% | -$26K | ﹤0.01% | 305 |
|
|
2024
Q3 | $72K | Hold |
45,000
| – | – | ﹤0.01% | 312 |
|
|
2024
Q2 | $31.3K | Sell |
45,000
-2,554
| -5% | -$1.78K | ﹤0.01% | 303 |
|
|
2024
Q1 | $89.2K | Sell |
47,554
-5,328
| -10% | -$9.99K | ﹤0.01% | 307 |
|
|
2023
Q4 | $64K | Sell |
52,882
-3,360
| -6% | -$4.07K | ﹤0.01% | 299 |
|
|
2023
Q3 | $118K | Buy |
56,242
+17,447
| +45% | +$36.6K | 0.01% | 297 |
|
|
2023
Q2 | $126K | Buy |
+38,795
| New | +$126K | 0.01% | 297 |
|