Creative Planning’s Cardiff Oncology CRDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
34,050
-32,320
| -49% | -$102K | ﹤0.01% | 3400 |
|
|
2025
Q1 | $208K | Buy |
66,370
+5,402
| +9% | +$17K | ﹤0.01% | 3025 |
|
|
2024
Q4 | $265K | Buy |
60,968
+7,399
| +14% | +$32.1K | ﹤0.01% | 2759 |
|
|
2024
Q3 | $143K | Sell |
53,569
-1,166
| -2% | -$3.11K | ﹤0.01% | 2942 |
|
|
2024
Q2 | $122K | Buy |
54,735
+14,484
| +36% | +$32.2K | ﹤0.01% | 2788 |
|
|
2024
Q1 | $215K | Buy |
40,251
+14,751
| +58% | +$78.8K | ﹤0.01% | 2509 |
|
|
2023
Q4 | $37.7K | Sell |
25,500
-33,251
| -57% | -$49.2K | ﹤0.01% | 2648 |
|
|
2023
Q3 | $81.7K | Buy |
58,751
+1,001
| +2% | +$1.39K | ﹤0.01% | 2405 |
|
|
2023
Q2 | $84.9K | Buy |
57,750
+33,250
| +136% | +$48.9K | ﹤0.01% | 2358 |
|
|
2023
Q1 | $40.4K | Hold |
24,500
| – | – | ﹤0.01% | 2345 |
|
|
2022
Q4 | $34.3K | Sell |
24,500
-1,075
| -4% | -$1.51K | ﹤0.01% | 2252 |
|
|
2022
Q3 | $39K | Buy |
+25,575
| New | +$39K | ﹤0.01% | 2105 |
|
|
2017
Q3 | – | Sell |
-104
| Closed | -$9K | – | 2196 |
|
|
2017
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 3630 |
|
|
2017
Q1 | $9K | Hold |
104
| – | – | ﹤0.01% | 3596 |
|
|
2016
Q4 | $16K | Hold |
104
| – | – | ﹤0.01% | 3174 |
|
|
2016
Q3 | $34K | Sell |
104
-31
| -23% | -$10.1K | ﹤0.01% | 2625 |
|
|
2016
Q2 | $44K | Hold |
135
| – | – | ﹤0.01% | 2199 |
|
|
2016
Q1 | $45K | Buy |
135
+26
| +24% | +$8.67K | ﹤0.01% | 2159 |
|
|
2015
Q4 | $42K | Hold |
109
| – | – | ﹤0.01% | 2230 |
|
|
2015
Q3 | $45K | Buy |
+109
| New | +$45K | ﹤0.01% | 2104 |
|
|
2015
Q2 | – | Sell |
-6
| Closed | -$3K | – | 1414 |
|
|
2015
Q1 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 3648 |
|