Pinnacle Wealth Planning Services’s Capitol Federal Financial CFFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,400
| Closed | -$114K | – | 459 |
|
|
2025
Q1 | $114K | Buy |
20,400
+245
| +1% | +$1.37K | 0.02% | 378 |
|
|
2024
Q4 | $119K | Sell |
20,155
-15,285
| -43% | -$90.3K | 0.02% | 365 |
|
|
2024
Q3 | $207K | Sell |
35,440
-74
| -0.2% | -$432 | 0.03% | 452 |
|
|
2024
Q2 | $195K | Sell |
35,514
-127
| -0.4% | -$697 | 0.03% | 431 |
|
|
2024
Q1 | $212K | Buy |
35,641
+127
| +0.4% | +$757 | 0.03% | 405 |
|
|
2023
Q4 | $229K | Buy |
+35,514
| New | +$229K | 0.04% | 352 |
|
|
2023
Q3 | – | Sell |
-12,051
| Closed | -$74.4K | – | 454 |
|
|
2023
Q2 | $74.4K | Buy |
+12,051
| New | +$74.4K | 0.01% | 441 |
|
|
2021
Q1 | – | Sell |
-147
| Closed | -$2K | – | 630 |
|
|
2020
Q4 | $2K | Buy |
+147
| New | +$2K | ﹤0.01% | 1908 |
|