WAG
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Windsor Advisory Group’s CF Bankshares CFBK Stock Holding History

Windsor Advisory Group’s Portfolio CFBK Stock Details CFBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,884
Closed -$438K – 55
2025
Q1 		$438K Sell
19,884
-116
-0.6% -$2.71K 0.57% 26
2024
Q4 		$511K Hold
20,000
– – 0.59% 33
2024
Q3 		$433K Hold
20,000
– – 0.49% 38
2024
Q2 		$375K Hold
20,000
– – 0.75% 25
2024
Q1 		$399K Hold
20,000
– – 1.13% 23
2023
Q4 		$390K Buy
+20,000
New +$328K 1.16% 28

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FL
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BlackRock
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First Manhattan
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GCWM
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Fifth Third Bancorp
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Geode Capital Management
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MP
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DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return