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