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JFS Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History

JFS Wealth Advisors’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$10.5K – 1925
2025
Q3 		$10.5K Buy
+500
New +$10.5K ﹤0.01% 883

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JFS Wealth Advisors's CAPL Position: Q4 2025 in Review

JFS Wealth Advisors sold out of CrossAmerica Partners (CAPL) in Q4 2025, closing a stake of 500 shares — an estimated $10.5K sold.

JFS Wealth Advisors first reported a position in CAPL in Q3 2025 and held it in 1 quarter. The position peaked at $10.5K in Q3 2025. 59 funds tracked by Wall St. Rank hold CAPL as of Q4 2025.

  • JFS Wealth Advisors reported no remaining CrossAmerica Partners position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 500 CrossAmerica Partners shares in Q4 2025, an estimated $10.5K.
  • JFS Wealth Advisors first reported a position in CrossAmerica Partners in Q3 2025 and held it in 1 quarter.
  • JFS Wealth Advisors's CrossAmerica Partners position peaked at $10.5K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.