Envestnet Asset Management’s C&F Financial CFFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,560
| Closed | -$254K | – | 4369 |
|
|
2024
Q4 | $254K | Sell |
3,560
-372
| -9% | -$26.5K | ﹤0.01% | 3977 |
|
|
2024
Q3 | $229K | Buy |
+3,932
| New | +$229K | ﹤0.01% | 3957 |
|
|
2024
Q1 | – | Sell |
-3,697
| Closed | -$252K | – | 4196 |
|
|
2023
Q4 | $252K | Buy |
+3,697
| New | +$252K | ﹤0.01% | 3710 |
|
|
2023
Q2 | – | Sell |
-4,697
| Closed | -$243K | – | 3970 |
|
|
2023
Q1 | $243K | Hold |
4,697
| – | – | ﹤0.01% | 3552 |
|
|
2022
Q4 | $274K | Hold |
4,697
| – | – | ﹤0.01% | 3483 |
|
|
2022
Q3 | $251K | Buy |
+4,697
| New | +$251K | ﹤0.01% | 3462 |
|