Creative Planning’s CNFinance Holdings CNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Hold |
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|
2025
Q1 | $15.1K | Hold |
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|
2024
Q4 | $18.4K | Hold |
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|
2024
Q3 | $24.1K | Hold |
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|
2024
Q2 | $31.3K | Hold |
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|
2024
Q1 | $40K | Hold |
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|
2023
Q4 | $42.9K | Hold |
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|
2023
Q3 | $73K | Hold |
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|
2023
Q2 | $56.5K | Hold |
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|
2023
Q1 | $47.7K | Hold |
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|
2022
Q4 | $33K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $49K | Buy |
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