Creative Planning’s MFA Financial MFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-59
| Closed | -$586 | – | 2624 |
|
|
2023
Q1 | $586 | Buy |
+59
| New | +$586 | ﹤0.01% | 2479 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$1K | – | 2288 |
|
|
2022
Q2 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 2185 |
|
|
2021
Q2 | – | Sell |
-7,665
| Closed | -$125K | – | 2196 |
|
|
2021
Q1 | $125K | Sell |
7,665
-816
| -10% | -$13.3K | ﹤0.01% | 2152 |
|
|
2020
Q4 | $132K | Sell |
8,481
-1,582
| -16% | -$24.6K | ﹤0.01% | 1936 |
|
|
2020
Q3 | $108K | Sell |
10,063
-1,470
| -13% | -$15.8K | ﹤0.01% | 1771 |
|
|
2020
Q2 | $115K | Buy |
11,533
+482
| +4% | +$4.81K | ﹤0.01% | 1615 |
|
|
2020
Q1 | $69K | Buy |
11,051
+4,606
| +71% | +$28.8K | ﹤0.01% | 1568 |
|
|
2019
Q4 | $197K | Sell |
6,445
-677
| -10% | -$20.7K | ﹤0.01% | 1633 |
|
|
2019
Q3 | $210K | Buy |
7,122
+809
| +13% | +$23.9K | ﹤0.01% | 1576 |
|
|
2019
Q2 | $181K | Sell |
6,313
-606
| -9% | -$17.4K | ﹤0.01% | 1638 |
|
|
2019
Q1 | $201K | Sell |
6,919
-853
| -11% | -$24.8K | ﹤0.01% | 1568 |
|
|
2018
Q4 | $208K | Sell |
7,772
-3,850
| -33% | -$103K | ﹤0.01% | 1459 |
|
|
2018
Q3 | $342K | Buy |
11,622
+864
| +8% | +$25.4K | ﹤0.01% | 1302 |
|
|
2018
Q2 | $326K | Buy |
10,758
+1,926
| +22% | +$58.4K | ﹤0.01% | 1316 |
|
|
2018
Q1 | $266K | Sell |
8,832
-2,494
| -22% | -$75.1K | ﹤0.01% | 1406 |
|
|
2017
Q4 | $359K | Buy |
11,326
+2,625
| +30% | +$83.2K | ﹤0.01% | 1253 |
|
|
2017
Q3 | $305K | Hold |
8,701
| – | – | ﹤0.01% | 1312 |
|
|
2017
Q2 | $292K | Buy |
8,701
+610
| +8% | +$20.5K | ﹤0.01% | 1292 |
|
|
2017
Q1 | $261K | Sell |
8,091
-738
| -8% | -$23.8K | ﹤0.01% | 1333 |
|
|
2016
Q4 | $269K | Buy |
8,829
+3,381
| +62% | +$103K | ﹤0.01% | 1237 |
|
|
2016
Q3 | $163K | Buy |
5,448
+2,980
| +121% | +$89.2K | ﹤0.01% | 1513 |
|
|
2016
Q2 | $72K | Buy |
2,468
+5
| +0.2% | +$146 | ﹤0.01% | 1872 |
|
|
2016
Q1 | $67K | Buy |
2,463
+755
| +44% | +$20.5K | ﹤0.01% | 1886 |
|
|
2015
Q4 | $45K | Buy |
1,708
+480
| +39% | +$12.6K | ﹤0.01% | 2168 |
|
|
2015
Q3 | $33K | Buy |
+1,228
| New | +$33K | ﹤0.01% | 2337 |
|
|
2015
Q2 | – | Sell |
-769
| Closed | -$24K | – | 2119 |
|
|
2015
Q1 | $24K | Sell |
769
-578
| -43% | -$18K | ﹤0.01% | 2563 |
|
|
2014
Q4 | $43K | Sell |
1,347
-988
| -42% | -$31.5K | ﹤0.01% | 2088 |
|
|
2014
Q3 | $73K | Buy |
2,335
+1,977
| +552% | +$61.8K | ﹤0.01% | 1662 |
|
|
2014
Q2 | $12K | Sell |
358
-664
| -65% | -$22.3K | ﹤0.01% | 2724 |
|
|
2014
Q1 | $32K | Buy |
1,022
+309
| +43% | +$9.68K | ﹤0.01% | 2078 |
|
|
2013
Q4 | $20K | Sell |
713
-121
| -15% | -$3.39K | ﹤0.01% | 2185 |
|
|
2013
Q3 | $25K | Buy |
834
+259
| +45% | +$7.76K | ﹤0.01% | 1966 |
|
|
2013
Q2 | $19K | Buy |
+575
| New | +$19K | ﹤0.01% | 1958 |
|