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Annis Gardner Whiting Capital Advisors’s Navient NAVI Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-78
Closed -$1.03K – 1305
2025
Q3 		$1.03K Sell
78
-267
-77% -$3.63K ﹤0.01% 981
2025
Q2 		$4.87K Buy
345
+97
+39% +$1.25K ﹤0.01% 854
2025
Q1 		$3.13K Hold
248
– – ﹤0.01% 662
2024
Q4 		$3.3K Hold
248
– – ﹤0.01% 647
2024
Q3 		$3.87K Hold
248
– – ﹤0.01% 658
2024
Q2 		$3.61K Hold
248
– – ﹤0.01% 805
2024
Q1 		$4.32K Hold
248
– – ﹤0.01% 775
2023
Q4 		$4.62K Hold
248
– – ﹤0.01% 553
2023
Q3 		$4.27K Buy
+248
New +$4.46K ﹤0.01% 547

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