Capital Advisors Ltd’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Sell
55
-124
-69% -$9.02K ﹤0.01% 971
2025
Q1
$12K Buy
179
+66
+58% +$4.43K ﹤0.01% 734
2024
Q4
$8K Sell
113
-49
-30% -$3.47K ﹤0.01% 834
2024
Q3
$15K Hold
162
﹤0.01% 679
2024
Q2
$14K Buy
162
+105
+184% +$9.07K ﹤0.01% 675
2024
Q1
$5K Hold
57
﹤0.01% 885
2023
Q4
$5K Sell
57
-20
-26% -$1.75K ﹤0.01% 846
2023
Q3
$6K Hold
77
﹤0.01% 775
2023
Q2
$7K Hold
77
﹤0.01% 756
2023
Q1
$6K Buy
77
+19
+33% +$1.48K ﹤0.01% 649
2022
Q4
$4K Buy
58
+14
+32% +$966 ﹤0.01% 722
2022
Q3
$3K Buy
44
+17
+63% +$1.16K ﹤0.01% 757
2022
Q2
$2K Buy
+27
New +$2K ﹤0.01% 677