Creative Planning’s Cardiff Oncology CRDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70.6K | Buy |
43,610
+6,156
| +16% | +$12.6K | ﹤0.01% | 3956 |
|
|
2025
Q4 | $105K | Sell |
37,454
-2,648
| -7% | -$6.15K | ﹤0.01% | 3705 |
|
|
2025
Q3 | $82.6K | Buy |
40,102
+6,052
| +18% | +$16.7K | ﹤0.01% | 3701 |
|
|
2025
Q2 | $107K | Sell |
34,050
-32,320
| -49% | -$98.6K | ﹤0.01% | 3416 |
|
|
2025
Q1 | $208K | Buy |
66,370
+5,402
| +9% | +$21.4K | ﹤0.01% | 3034 |
|
|
2024
Q4 | $265K | Buy |
60,968
+7,399
| +14% | +$23.1K | ﹤0.01% | 2768 |
|
|
2024
Q3 | $143K | Sell |
53,569
-1,166
| -2% | -$2.75K | ﹤0.01% | 2942 |
|
|
2024
Q2 | $122K | Buy |
54,735
+14,484
| +36% | +$54.6K | ﹤0.01% | 2802 |
|
|
2024
Q1 | $215K | Buy |
40,251
+14,751
| +58% | +$39.2K | ﹤0.01% | 2519 |
|
|
2023
Q4 | $37.7K | Sell |
25,500
-33,251
| -57% | -$40.2K | ﹤0.01% | 2664 |
|
|
2023
Q3 | $81.7K | Buy |
58,751
+1,001
| +2% | +$1.69K | ﹤0.01% | 2418 |
|
|
2023
Q2 | $84.9K | Buy |
57,750
+33,250
| +136% | +$53.6K | ﹤0.01% | 2374 |
|
|
2023
Q1 | $40.4K | Hold |
24,500
| – | – | ﹤0.01% | 2369 |
|
|
2022
Q4 | $34.3K | Sell |
24,500
-1,075
| -4% | -$1.54K | ﹤0.01% | 2272 |
|
|
2022
Q3 | $39K | Buy |
+25,575
| New | +$61.5K | ﹤0.01% | 2131 |
|
|
2017
Q3 | – | Sell |
-104
| Closed | -$9K | – | 2246 |
|
|
2017
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 3678 |
|
|
2017
Q1 | $9K | Hold |
104
| – | – | ﹤0.01% | 3639 |
|
|
2016
Q4 | $16K | Hold |
104
| – | – | ﹤0.01% | 3213 |
|
|
2016
Q3 | $34K | Sell |
104
-31
| -23% | -$11.3K | ﹤0.01% | 2649 |
|
|
2016
Q2 | $44K | Hold |
135
| – | – | ﹤0.01% | 2213 |
|
|
2016
Q1 | $45K | Buy |
135
+26
| +24% | +$8.85K | ﹤0.01% | 2172 |
|
|
2015
Q4 | $42K | Hold |
109
| – | – | ﹤0.01% | 2254 |
|
|
2015
Q3 | $45K | Buy |
+109
| New | +$57K | ﹤0.01% | 2114 |
|
|
2015
Q2 | – | Sell |
-6
| Closed | -$3K | – | 1469 |
|
|
2015
Q1 | $3K | Buy |
+6
| New | +$2.56K | ﹤0.01% | 3730 |
|
Other funds holding CRDF
VCM
LCM
P
ACA
FLPIM