RPWA
Regent Peak Wealth Advisors’s Capitol Federal Financial CFFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $137K | Hold |
24,392
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $144K | Hold |
24,392
| – | – | 0.03% | 176 |
|
|
2024
Q3 | $142K | Buy |
+24,392
| New | +$142K | 0.03% | 174 |
|
|
2021
Q1 | – | Sell |
-58
| Closed | -$1K | – | 289 |
|
|
2020
Q4 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 900 |
|