EP Wealth Advisors’s Capitol Federal Financial CFFN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
16,741
-270
-2% -$1.65K ﹤0.01% 1385
2025
Q1
$95.3K Buy
17,011
+3,572
+27% +$20K ﹤0.01% 1256
2024
Q4
$79.4K Buy
13,439
+2,144
+19% +$12.7K ﹤0.01% 1217
2024
Q3
$66K Buy
+11,295
New +$66K ﹤0.01% 1157