Wells Fargo’s Conifer Holdings CNFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23
| Closed | -$26 | – | 6584 |
|
|
2024
Q1 | $26 | Hold |
23
| – | – | ﹤0.01% | 6629 |
|
|
2023
Q4 | $25 | Buy |
23
+2
| +10% | +$2 | ﹤0.01% | 6689 |
|
|
2023
Q3 | $24 | Sell |
21
-25
| -54% | -$29 | ﹤0.01% | 6758 |
|
|
2023
Q2 | $78 | Buy |
46
+2
| +5% | +$3 | ﹤0.01% | 6621 |
|
|
2023
Q1 | $66 | Buy |
44
+1
| +2% | +$2 | ﹤0.01% | 6711 |
|
|
2022
Q4 | $68 | Buy |
43
+1
| +2% | +$2 | ﹤0.01% | 6579 |
|
|
2022
Q3 | $0 | Buy |
42
+19
| +83% | – | ﹤0.01% | 6396 |
|
|
2022
Q2 | $0 | Buy |
23
+1
| +5% | – | ﹤0.01% | 6561 |
|
|
2022
Q1 | $0 | Buy |
22
+1
| +5% | – | ﹤0.01% | 6712 |
|
|
2021
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 6696 |
|
|
2021
Q3 | $0 | Buy |
21
+3
| +17% | – | ﹤0.01% | 6652 |
|
|
2021
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 6574 |
|
|
2021
Q1 | $0 | Sell |
18
-1,999
| -99% | – | ﹤0.01% | 6522 |
|
|
2020
Q4 | $7K | Buy |
2,017
+2,000
| +11,765% | +$6.94K | ﹤0.01% | 5800 |
|
|
2020
Q3 | $0 | Sell |
17
-9
| -35% | – | ﹤0.01% | 5980 |
|
|
2020
Q2 | $0 | Hold |
26
| – | – | ﹤0.01% | 5912 |
|
|
2020
Q1 | $0 | Buy |
+26
| New | – | ﹤0.01% | 5878 |
|
|
2017
Q3 | – | Sell |
-106,945
| Closed | -$765K | – | 5870 |
|
|
2017
Q2 | $765K | Sell |
106,945
-42,300
| -28% | -$303K | ﹤0.01% | 3850 |
|
|
2017
Q1 | $1.07M | Buy |
149,245
+1,200
| +0.8% | +$8.58K | ﹤0.01% | 3645 |
|
|
2016
Q4 | $1.21M | Buy |
148,045
+51,581
| +53% | +$421K | ﹤0.01% | 3492 |
|
|
2016
Q3 | $804K | Buy |
96,464
+29,239
| +43% | +$244K | ﹤0.01% | 3564 |
|
|
2016
Q2 | $466K | Buy |
67,225
+8,040
| +14% | +$55.7K | ﹤0.01% | 3842 |
|
|
2016
Q1 | $386K | Buy |
59,185
+34,010
| +135% | +$222K | ﹤0.01% | 3933 |
|
|
2015
Q4 | $233K | Buy |
25,175
+24,075
| +2,189% | +$223K | ﹤0.01% | 4216 |
|
|
2015
Q3 | $11K | Buy |
+1,100
| New | +$11K | ﹤0.01% | 5434 |
|