Crestwood Advisors Group’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $316K | Buy |
1,075
+88
| +9% | +$25.9K | 0.01% | 432 |
|
2025
Q1 | $263K | Buy |
987
+168
| +21% | +$44.7K | 0.01% | 448 |
|
2024
Q4 | $206K | Buy |
+819
| New | +$206K | ﹤0.01% | 441 |
|
2022
Q4 | – | Sell |
-1,804
| Closed | -$261K | – | 270 |
|
2022
Q3 | $261K | Hold |
1,804
| – | – | 0.01% | 228 |
|
2022
Q2 | $276K | Sell |
1,804
-35
| -2% | -$5.36K | 0.01% | 226 |
|
2022
Q1 | $384K | Hold |
1,839
| – | – | 0.01% | 219 |
|
2021
Q4 | $450K | Buy |
+1,839
| New | +$450K | 0.01% | 215 |
|
2017
Q2 | – | Sell |
-325
| Closed | -$41K | – | 251 |
|
2017
Q1 | $41K | Buy |
+325
| New | +$41K | ﹤0.01% | 280 |
|