Swisher Financial Concepts, Inc. Capital Group Core Plus Income Transaction History

Swisher Financial Concepts, Inc.

$151 Million
Q3 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 275,050 shares of CGCP stock, worth $6.23 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares

275,050

Previous 258,879 6.25%

Holding current value

$6.23 Million

Previous $5.82 Million 7.3%

% of portfolio

4.15%

Previous 4.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$22.27 - $22.95 $360,128 - $371,124	16,171 Added 6.25%	275,050 $6.25 Million
Q2 2025 Jul 16, 2025	BUY	$21.92 - $22.56 $57,211 - $58,881	2,610 Added 1.02%	258,879 $5.82 Million
Q1 2025 Apr 09, 2025	BUY	$21.94 - $22.64 $2.89 Million - $2.99 Million	131,895 Added 106.05%	256,269 $5.74 Million
Q4 2024 Feb 13, 2025	SELL	$22.13 - $23.17 $1.5 Million - $1.57 Million	-67,639 Reduced 35.23%	124,374 $2.76 Million
Q3 2024 Nov 05, 2024	BUY	$22.12 - $23.31 $3.98 Million - $4.19 Million	179,739 Added 1464.39%	192,013 $4.43 Million
Q2 2024 Jul 22, 2024	BUY	$21.83 - $22.48 $267,941 - $275,919	12,274 New	12,274 $272,000

Others Institutions Holding CGCP

# of Institutions

286

Shares Held

210M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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Swisher Financial Concepts, Inc. Capital Group Core Plus Income Transaction History