WAG
Windsor Advisory Group’s CF Bankshares CFBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,884
| Closed | -$438K | – | 55 |
|
|
2025
Q1 | $438K | Sell |
19,884
-116
| -0.6% | -$2.56K | 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 | +$390K | 1.16% | 28 |
|