Corient Private Wealth’s CF Bankshares CFBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Hold
11,815
﹤0.01% 2109
2025
Q1
$260K Hold
11,815
﹤0.01% 1924
2024
Q4
$302K Hold
11,815
﹤0.01% 1890
2024
Q3
$256K Buy
+11,815
New +$256K ﹤0.01% 2066