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 |
|