Plante Moran Financial Advisors’s CF Industries CF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-159
| Closed | -$13.5K | – | 816 |
|
|
2022
Q4 | $13.5K | Hold |
159
| – | – | ﹤0.01% | 530 |
|
|
2022
Q3 | $15K | Buy |
+159
| New | +$15K | ﹤0.01% | 514 |
|
|
2022
Q1 | – | Sell |
-85
| Closed | -$6K | – | 833 |
|
|
2021
Q4 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 776 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$1K | – | 736 |
|
|
2019
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 716 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 766 |
|
|
2019
Q2 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 753 |
|
|
2018
Q2 | – | Sell |
-201
| Closed | -$8K | – | 833 |
|
|
2018
Q1 | $8K | Sell |
201
-1
| -0.5% | -$40 | ﹤0.01% | 633 |
|
|
2017
Q4 | $9K | Hold |
202
| – | – | 0.01% | 607 |
|
|
2017
Q3 | $7K | Hold |
202
| – | – | ﹤0.01% | 596 |
|
|
2017
Q2 | $6K | Hold |
202
| – | – | ﹤0.01% | 633 |
|
|
2017
Q1 | $6K | Hold |
202
| – | – | ﹤0.01% | 670 |
|
|
2016
Q4 | $6K | Hold |
202
| – | – | ﹤0.01% | 667 |
|
|
2016
Q3 | $5K | Buy |
202
+150
| +288% | +$3.71K | ﹤0.01% | 681 |
|
|
2016
Q2 | $1K | Sell |
52
-67
| -56% | -$1.29K | ﹤0.01% | 850 |
|
|
2016
Q1 | $4K | Sell |
119
-23
| -16% | -$773 | ﹤0.01% | 610 |
|
|
2015
Q4 | $6K | Hold |
142
| – | – | ﹤0.01% | 669 |
|
|
2015
Q3 | $6K | Hold |
142
| – | – | ﹤0.01% | 551 |
|
|
2015
Q2 | $9K | Sell |
142
-3
| -2% | -$190 | 0.01% | 537 |
|
|
2015
Q1 | $8K | Hold |
145
| – | – | 0.01% | 540 |
|
|
2014
Q4 | $8K | Hold |
145
| – | – | 0.01% | 573 |
|
|
2014
Q3 | $8K | Hold |
145
| – | – | 0.01% | 580 |
|
|
2014
Q2 | $7K | Buy |
145
+90
| +164% | +$4.35K | 0.01% | 608 |
|
|
2014
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 519 |
|
|
2013
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 613 |
|
|
2013
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 548 |
|
|
2013
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 533 |
|