United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
5,191
+798
| +18% | +$73.4K | ﹤0.01% | 788 |
|
|
2025
Q1 | $343K | Buy |
4,393
+70
| +2% | +$5.47K | ﹤0.01% | 840 |
|
|
2024
Q4 | $369K | Sell |
4,323
-55
| -1% | -$4.69K | ﹤0.01% | 814 |
|
|
2024
Q3 | $376K | Buy |
4,378
+196
| +5% | +$16.8K | ﹤0.01% | 805 |
|
|
2024
Q2 | $310K | Sell |
4,182
-430
| -9% | -$31.9K | ﹤0.01% | 830 |
|
|
2024
Q1 | $384K | Sell |
4,612
-783
| -15% | -$65.2K | ﹤0.01% | 795 |
|
|
2023
Q4 | $429K | Buy |
+5,395
| New | +$429K | ﹤0.01% | 766 |
|
|
2023
Q1 | – | Sell |
-3,345
| Closed | -$285K | – | 973 |
|
|
2022
Q4 | $285K | Sell |
3,345
-324
| -9% | -$27.6K | ﹤0.01% | 896 |
|
|
2022
Q3 | $353K | Buy |
3,669
+563
| +18% | +$54.2K | ﹤0.01% | 857 |
|
|
2022
Q2 | $266K | Sell |
3,106
-1,167
| -27% | -$99.9K | ﹤0.01% | 977 |
|
|
2022
Q1 | $440K | Sell |
4,273
-840
| -16% | -$86.5K | ﹤0.01% | 868 |
|
|
2021
Q4 | $362K | Sell |
5,113
-1,004
| -16% | -$71.1K | ﹤0.01% | 961 |
|
|
2021
Q3 | $341K | Sell |
6,117
-1,091
| -15% | -$60.8K | ﹤0.01% | 957 |
|
|
2021
Q2 | $371K | Sell |
7,208
-1,548
| -18% | -$79.7K | ﹤0.01% | 958 |
|
|
2021
Q1 | $397K | Sell |
8,756
-70,174
| -89% | -$3.18M | ﹤0.01% | 914 |
|
|
2020
Q4 | $3.06M | Sell |
78,930
-15,143
| -16% | -$586K | 0.02% | 426 |
|
|
2020
Q3 | $2.89M | Sell |
94,073
-30,941
| -25% | -$950K | 0.02% | 429 |
|
|
2020
Q2 | $3.52M | Buy |
125,014
+15,136
| +14% | +$426K | 0.03% | 418 |
|
|
2020
Q1 | $2.99M | Buy |
109,878
+21,967
| +25% | +$598K | 0.02% | 419 |
|
|
2019
Q4 | $4.2M | Sell |
87,911
-104
| -0.1% | -$4.97K | 0.03% | 451 |
|
|
2019
Q3 | $4.33M | Sell |
88,015
-6,611
| -7% | -$325K | 0.03% | 438 |
|
|
2019
Q2 | $4.42M | Sell |
94,626
-5,945
| -6% | -$278K | 0.03% | 442 |
|
|
2019
Q1 | $4.11M | Sell |
100,571
-11,178
| -10% | -$457K | 0.03% | 450 |
|
|
2018
Q4 | $4.86M | Sell |
111,749
-19,645
| -15% | -$855K | 0.04% | 381 |
|
|
2018
Q3 | $7.15M | Sell |
131,394
-15,436
| -11% | -$840K | 0.05% | 364 |
|
|
2018
Q2 | $6.52M | Sell |
146,830
-4,115
| -3% | -$183K | 0.05% | 365 |
|
|
2018
Q1 | $5.51M | Buy |
150,945
+116,468
| +338% | +$4.25M | 0.04% | 396 |
|
|
2017
Q4 | $1.47M | Sell |
34,477
-5,669
| -14% | -$241K | 0.01% | 683 |
|
|
2017
Q3 | $1.41M | Sell |
40,146
-2,265
| -5% | -$79.7K | 0.01% | 676 |
|
|
2017
Q2 | $1.19M | Buy |
42,411
+1,092
| +3% | +$30.5K | 0.01% | 719 |
|
|
2017
Q1 | $1.21M | Buy |
41,319
+623
| +2% | +$18.3K | 0.01% | 694 |
|
|
2016
Q4 | $1.28M | Sell |
40,696
-5,023
| -11% | -$158K | 0.01% | 677 |
|
|
2016
Q3 | $1.11M | Sell |
45,719
-3,741
| -8% | -$91.1K | 0.01% | 747 |
|
|
2016
Q2 | $1.19M | Sell |
49,460
-3,950
| -7% | -$94.8K | 0.01% | 685 |
|
|
2016
Q1 | $1.67M | Buy |
53,410
+10,216
| +24% | +$320K | 0.02% | 575 |
|
|
2015
Q4 | $1.76M | Buy |
43,194
+1,920
| +5% | +$78.4K | 0.02% | 569 |
|
|
2015
Q3 | $1.85M | Buy |
41,274
+1,193
| +3% | +$53.6K | 0.02% | 541 |
|
|
2015
Q2 | $2.58M | Buy |
40,081
+7,721
| +24% | +$496K | 0.03% | 522 |
|
|
2015
Q1 | $1.86M | Buy |
32,360
+7,375
| +30% | +$424K | 0.02% | 581 |
|
|
2014
Q4 | $1.36M | Buy |
24,985
+7,140
| +40% | +$389K | 0.02% | 569 |
|
|
2014
Q3 | $997K | Buy |
+17,845
| New | +$997K | 0.02% | 604 |
|