Alpha Financial Advisors, LLC Capital Group Core Plus Income Transaction History

Alpha Financial Advisors, LLC

$327 Billion
Q4 2025

A detailed history of Alpha Financial Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 66,025 shares of CGCP stock, worth $1.5 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

66,025

Previous 66,025 -0.0%

Holding current value

$1.5 Million

Previous $1.5 Billion 0.35%

% of portfolio

0.46%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$22.27 - $22.95 $22,737 - $23,431	1,021 Added 1.57%	66,025 $1.5 Billion
Q2 2025 Aug 07, 2025	BUY	$21.92 - $22.56 $3,090 - $3,180	141 Added 0.22%	65,004 $1.46 Billion
Q1 2025 Apr 23, 2025	BUY	$21.94 - $22.64 $1.05 Million - $1.09 Million	47,974 Added 284.05%	64,863 $1.46 Billion
Q4 2024 Jan 21, 2025	BUY	$22.13 - $23.17 $76,746 - $80,353	3,468 Added 25.84%	16,889 $375 Million
Q3 2024 Oct 18, 2024	SELL	$22.12 - $23.31 $147,783 - $155,734	-6,681 Reduced 33.24%	13,421 $310 Million

Q2 2024 Jul 23, 2024	BUY	$21.83 - $22.48 $145,846 - $150,188	6,681 Added 49.78%	20,102 $447 Million
Q4 2023 Feb 05, 2024	BUY	$21.01 - $22.93 $281,975 - $307,743	13,421 New	13,421 $305 Million
Q1 2023 Apr 18, 2023	BUY	$22.02 - $23.09 $242 - $253	11 Added 0.12%	9,259 $211 Million
Q4 2022 Apr 18, 2023	BUY	$21.49 - $22.83 $198,739 - $211,131	9,248 New	9,248 $206 Million

Others Institutions Holding CGCP

# of Institutions

293

Shares Held

205M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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Alpha Financial Advisors, LLC Capital Group Core Plus Income Transaction History