RIS
Retirement Income Solutions’s CF Bankshares CFBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
11,843
| – | – | 0.05% | 126 |
|
|
2025
Q1 | $261K | Hold |
11,843
| – | – | 0.05% | 120 |
|
|
2024
Q4 | $302K | Hold |
11,843
| – | – | 0.06% | 112 |
|
|
2024
Q3 | $256K | Hold |
11,843
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $222K | Sell |
11,843
-6,583
| -36% | -$123K | 0.05% | 128 |
|
|
2024
Q1 | $368K | Hold |
18,426
| – | – | 0.08% | 95 |
|
|
2023
Q4 | $359K | Hold |
18,426
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $309K | Hold |
18,426
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $276K | Hold |
18,426
| – | – | 0.07% | 111 |
|
|
2023
Q1 | $359K | Buy |
+18,426
| New | +$359K | 0.1% | 93 |
|