EP Wealth Advisors’s CF Industries CF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
7,939
+99
| +1% | +$9.11K | ﹤0.01% | 649 |
|
|
2025
Q1 | $613K | Buy |
7,840
+1,495
| +24% | +$117K | ﹤0.01% | 633 |
|
|
2024
Q4 | $541K | Buy |
6,345
+1,731
| +38% | +$148K | ﹤0.01% | 669 |
|
|
2024
Q3 | $396K | Buy |
+4,614
| New | +$396K | ﹤0.01% | 762 |
|
|
2023
Q4 | – | Sell |
-2,677
| Closed | -$230K | – | 819 |
|
|
2023
Q3 | $230K | Buy |
+2,677
| New | +$230K | ﹤0.01% | 626 |
|