Lakeshore Financial Planning’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4K | Hold |
10,200
| – | – | ﹤0.01% | 77 |
|
|
2025
Q1 | $5.21K | Hold |
10,200
| – | – | ﹤0.01% | 78 |
|
|
2024
Q4 | $11.9K | Hold |
10,200
| – | – | 0.01% | 79 |
|
|
2024
Q3 | $11.1K | Hold |
10,200
| – | – | ﹤0.01% | 74 |
|
|
2024
Q2 | $7.66K | Hold |
10,200
| – | – | ﹤0.01% | 68 |
|
|
2024
Q1 | $11.5K | Hold |
10,200
| – | – | 0.01% | 68 |
|
|
2023
Q4 | $11.2K | Hold |
10,200
| – | – | 0.01% | 62 |
|
|
2023
Q3 | $11.7K | Buy |
+10,200
| New | +$11.7K | 0.01% | 62 |
|