Creative Planning’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,180
| Closed | -$45K | – | 4373 |
|
|
2017
Q2 | $45K | Sell |
1,180
-231
| -16% | -$8.81K | ﹤0.01% | 2587 |
|
|
2017
Q1 | $61K | Buy |
1,411
+231
| +20% | +$9.99K | ﹤0.01% | 2316 |
|
|
2016
Q4 | $46K | Buy |
1,180
+8
| +0.7% | +$312 | ﹤0.01% | 2447 |
|
|
2016
Q3 | $38K | Hold |
1,172
| – | – | ﹤0.01% | 2563 |
|
|
2016
Q2 | $34K | Hold |
1,172
| – | – | ﹤0.01% | 2397 |
|
|
2016
Q1 | $36K | Hold |
1,172
| – | – | ﹤0.01% | 2324 |
|
|
2015
Q4 | $37K | Hold |
1,172
| – | – | ﹤0.01% | 2352 |
|
|
2015
Q3 | $35K | Buy |
+1,172
| New | +$35K | ﹤0.01% | 2310 |
|
|
2015
Q2 | – | Sell |
-1,272
| Closed | -$35K | – | 3540 |
|
|
2015
Q1 | $35K | Hold |
1,272
| – | – | ﹤0.01% | 2262 |
|
|
2014
Q4 | $34K | Hold |
1,272
| – | – | ﹤0.01% | 2248 |
|
|
2014
Q3 | $30K | Hold |
1,272
| – | – | ﹤0.01% | 2242 |
|
|
2014
Q2 | $30K | Buy |
1,272
+494
| +63% | +$11.7K | ﹤0.01% | 2210 |
|
|
2014
Q1 | $20K | Buy |
+778
| New | +$20K | ﹤0.01% | 2360 |
|
|
2013
Q4 | – | Sell |
-4,062
| Closed | -$89K | – | 3572 |
|
|
2013
Q3 | $89K | Buy |
+4,062
| New | +$89K | ﹤0.01% | 1188 |
|