SkyOak Wealth’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Hold |
16,469
| – | – | ﹤0.01% | 244 |
|
|
2025
Q1 | $8.42K | Hold |
16,469
| – | – | ﹤0.01% | 241 |
|
|
2024
Q4 | $18.8K | Hold |
16,469
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $18K | Hold |
16,469
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $14.1K | Hold |
16,469
| – | – | ﹤0.01% | 241 |
|
|
2024
Q1 | $18.6K | Sell |
16,469
-1,031
| -6% | -$1.17K | ﹤0.01% | 244 |
|
|
2023
Q4 | $18.4K | Hold |
17,500
| – | – | ﹤0.01% | 235 |
|
|
2023
Q3 | $22.2K | Hold |
17,500
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $29.8K | Hold |
17,500
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $26.4K | Hold |
17,500
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $27.5K | Hold |
17,500
| – | – | 0.01% | 222 |
|
|
2022
Q3 | $28K | Hold |
17,500
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $27K | Sell |
17,500
-2,000
| -10% | -$3.09K | 0.01% | 217 |
|
|
2022
Q1 | $46K | Hold |
19,500
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $45K | Sell |
19,500
-2,000
| -9% | -$4.62K | 0.01% | 242 |
|
|
2021
Q3 | $62K | Hold |
21,500
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $63K | Hold |
21,500
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $71K | Hold |
21,500
| – | – | 0.02% | 231 |
|
|
2020
Q4 | $71K | Sell |
21,500
-12,834
| -37% | -$42.4K | 0.02% | 213 |
|
|
2020
Q3 | $99K | Hold |
34,334
| – | – | 0.04% | 197 |
|
|
2020
Q2 | $94K | Sell |
34,334
-1,000
| -3% | -$2.74K | 0.03% | 233 |
|
|
2020
Q1 | $106K | Sell |
35,334
-8,050
| -19% | -$24.2K | 0.05% | 198 |
|
|
2019
Q4 | $174K | Buy |
+43,384
| New | +$174K | 0.05% | 298 |
|