Dakota Wealth Management’s C&F Financial CFFI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13,001
| Closed | -$637K | – | 718 |
|
2024
Q1 | $637K | Hold |
13,001
| – | – | 0.02% | 461 |
|
2023
Q4 | $887K | Hold |
13,001
| – | – | 0.03% | 325 |
|
2023
Q3 | $697K | Hold |
13,001
| – | – | 0.03% | 342 |
|
2023
Q2 | $698K | Hold |
13,001
| – | – | 0.03% | 317 |
|
2023
Q1 | $672K | Hold |
13,001
| – | – | 0.04% | 299 |
|
2022
Q4 | $758K | Hold |
13,001
| – | – | 0.05% | 261 |
|
2022
Q3 | $696K | Hold |
13,001
| – | – | 0.06% | 273 |
|
2022
Q2 | $598K | Hold |
13,001
| – | – | 0.06% | 253 |
|
2022
Q1 | $651K | Buy |
+13,001
| New | +$651K | 0.05% | 248 |
|