CCFM
Cohen & Co Financial Management’s SHF Holdings SHFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $767K | Hold |
971,204
| – | – | 4.2% | 4 |
|
|
2023
Q2 | $515K | Hold |
971,204
| – | – | 2.15% | 5 |
|
|
2023
Q1 | $495K | Hold |
971,204
| – | – | 1.46% | 9 |
|
|
2022
Q4 | $1.72M | Sell |
971,204
-31,465
| -3% | -$55.9K | 2.97% | 6 |
|
|
2022
Q3 | $7.01M | Buy |
1,002,669
+152,680
| +18% | +$1.07M | 12.11% | 1 |
|
|
2022
Q2 | $9.02M | Buy |
+849,989
| New | +$9.02M | 8.89% | 1 |
|