CTFG
Capstone Triton Financial Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
+50,042
| New | +$10.3M | 7.45% | 1 |
|
|
2024
Q4 | $13.9M | Sell |
55,371
-1,709
| -3% | -$428K | 8.67% | 1 |
|
|
2024
Q3 | $13.3M | Sell |
57,080
-805
| -1% | -$188K | 8.51% | 1 |
|
|
2024
Q2 | $12.2M | Sell |
57,885
-1,459
| -2% | -$307K | 8.55% | 1 |
|
|
2024
Q1 | $10.2M | Sell |
59,344
-4,906
| -8% | -$841K | 7.22% | 1 |
|
|
2023
Q4 | $12.4M | Sell |
64,250
-6,162
| -9% | -$1.19M | 9.02% | 1 |
|
|
2023
Q3 | $12.1M | Sell |
70,412
-1,070
| -1% | -$183K | 8.81% | 1 |
|
|
2023
Q2 | $13.9M | Sell |
71,482
-1,163
| -2% | -$226K | 9.53% | 1 |
|
|
2023
Q1 | $12M | Sell |
72,645
-5,321
| -7% | -$877K | 9.01% | 1 |
|
|
2022
Q4 | $10.1M | Sell |
77,966
-777
| -1% | -$101K | 8.13% | 1 |
|
|
2022
Q3 | $10.9M | Sell |
78,743
-1,000
| -1% | -$138K | 9.31% | 1 |
|
|
2022
Q2 | $12.4M | Sell |
79,743
-920
| -1% | -$143K | 9.36% | 1 |
|
|
2022
Q1 | $12.6M | Buy |
+80,663
| New | +$12.6M | 8.81% | 1 |
|
|
2021
Q4 | – | Sell |
-91,362
| Closed | -$13.6M | – | 86 |
|
|
2021
Q3 | $13.6M | Sell |
91,362
-854
| -0.9% | -$127K | 8.17% | 1 |
|
|
2021
Q2 | $12.6M | Sell |
92,216
-3,620
| -4% | -$496K | 7.77% | 1 |
|
|
2021
Q1 | $11.7M | Sell |
95,836
-2,057
| -2% | -$251K | 7.74% | 1 |
|
|
2020
Q4 | $13M | Buy |
+97,893
| New | +$13M | 7.95% | 1 |
|