Capital Analysts LLC’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Hold
8,552
0.03% 320
2025
Q1
$649K Buy
8,552
+80
+0.9% +$6.07K 0.02% 323
2024
Q4
$655K Sell
8,472
-28
-0.3% -$2.17K 0.03% 298
2024
Q3
$621K Hold
8,500
0.03% 297
2024
Q2
$512K Buy
8,500
+2,280
+37% +$137K 0.02% 322
2024
Q1
$392K Buy
6,220
+2,690
+76% +$170K 0.02% 345
2023
Q4
$205K Buy
3,530
+80
+2% +$4.65K 0.01% 420
2023
Q3
$168K Hold
3,450
0.01% 416
2023
Q2
$172K Hold
3,450
0.01% 390
2023
Q1
$189K Hold
3,450
0.01% 386
2022
Q4
$212K Hold
3,450
0.01% 392
2022
Q3
$196K Buy
3,450
+3,294
+2,112% +$187K 0.01% 359
2022
Q2
$8K Hold
156
﹤0.01% 827
2022
Q1
$9K Hold
156
﹤0.01% 763
2021
Q4
$11K Hold
156
﹤0.01% 803
2021
Q3
$10K Hold
156
﹤0.01% 795
2021
Q2
$9K Hold
156
﹤0.01% 763
2021
Q1
$8K Hold
156
﹤0.01% 825
2020
Q4
$7K Hold
156
﹤0.01% 603
2020
Q3
$6K Hold
156
﹤0.01% 640
2020
Q2
$6K Hold
156
﹤0.01% 592
2020
Q1
$5K Hold
156
﹤0.01% 585
2019
Q4
$6K Hold
156
﹤0.01% 602
2019
Q3
$5K Hold
156
﹤0.01% 610
2019
Q2
$5K Hold
156
﹤0.01% 587
2019
Q1
$4K Buy
+156
New +$4K ﹤0.01% 585