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Safe Harbor Fiduciary’s CrossAmerica Partners CAPL Stock Holding History

Safe Harbor Fiduciary’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$4.91K – 236
2025
Q1 		$4.91K Hold
200
– – 0.01% 164
2024
Q4 		$4.4K Buy
+200
New +$4.22K ﹤0.01% 146

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Safe Harbor Fiduciary's CAPL Position: Q2 2025 in Review

Safe Harbor Fiduciary sold out of CrossAmerica Partners (CAPL) in Q2 2025, closing a stake of 200 shares — an estimated $4.91K sold.

Safe Harbor Fiduciary first reported a position in CAPL in Q4 2024 and held it in 2 quarters. The position peaked at $4.91K in Q1 2025. 65 funds tracked by Wall St. Rank hold CAPL as of Q2 2025.

  • Safe Harbor Fiduciary reported no remaining CrossAmerica Partners position as of Q2 2025 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 200 CrossAmerica Partners shares in Q2 2025, an estimated $4.91K.
  • Safe Harbor Fiduciary first reported a position in CrossAmerica Partners in Q4 2024 and held it in 2 quarters.
  • Safe Harbor Fiduciary's CrossAmerica Partners position peaked at $4.91K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.