Dakota Wealth Management’s C&F Financial CFFI Stock Holding History

Dakota Wealth Management’s Portfolio CFFI Stock Details CFFI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$637K	Hold
2023 Q4	$887K	Hold
2023 Q3	$697K	Hold
2023 Q2	$698K	Hold
2023 Q1	$672K	Hold
2022 Q4	$758K	Hold
2022 Q3	$696K	Hold
2022 Q2	$598K	Hold
2022 Q1	$651K	Buy