Creative Planning’s C&F Financial CFFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,760
| Closed | -$83K | – | 2138 |
|
|
2017
Q2 | $83K | Hold |
1,760
| – | – | ﹤0.01% | 2111 |
|
|
2017
Q1 | $81K | Hold |
1,760
| – | – | ﹤0.01% | 2082 |
|
|
2016
Q4 | $88K | Hold |
1,760
| – | – | ﹤0.01% | 1938 |
|
|
2016
Q3 | $76K | Hold |
1,760
| – | – | ﹤0.01% | 2030 |
|
|
2016
Q2 | $79K | Hold |
1,760
| – | – | ﹤0.01% | 1810 |
|
|
2016
Q1 | $67K | Hold |
1,760
| – | – | ﹤0.01% | 1883 |
|
|
2015
Q4 | $69K | Hold |
1,760
| – | – | ﹤0.01% | 1839 |
|
|
2015
Q3 | $64K | Buy |
+1,760
| New | +$64K | ﹤0.01% | 1859 |
|
|
2015
Q2 | – | Sell |
-1,760
| Closed | -$62K | – | 1350 |
|
|
2015
Q1 | $62K | Hold |
1,760
| – | – | ﹤0.01% | 1851 |
|
|
2014
Q4 | $70K | Hold |
1,760
| – | – | ﹤0.01% | 1751 |
|
|
2014
Q3 | $59K | Hold |
1,760
| – | – | ﹤0.01% | 1795 |
|
|
2014
Q2 | $63K | Hold |
1,760
| – | – | ﹤0.01% | 1706 |
|
|
2014
Q1 | $58K | Hold |
1,760
| – | – | ﹤0.01% | 1701 |
|
|
2013
Q4 | $80K | Hold |
1,760
| – | – | ﹤0.01% | 1326 |
|
|
2013
Q3 | $85K | Hold |
1,760
| – | – | ﹤0.01% | 1211 |
|
|
2013
Q2 | $98K | Buy |
+1,760
| New | +$98K | ﹤0.01% | 1002 |
|