CTFG
Capstone Triton Financial Group’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
+3,722
| New | +$782K | 0.57% | 63 |
|
|
2024
Q4 | $1.08M | Sell |
4,645
-44
| -0.9% | -$10.2K | 0.68% | 54 |
|
|
2024
Q3 | $1.27M | Sell |
4,689
-4,583
| -49% | -$1.24M | 0.81% | 45 |
|
|
2024
Q2 | $2.32M | Sell |
9,272
-124
| -1% | -$31K | 1.63% | 18 |
|
|
2024
Q1 | $3.37M | Sell |
9,396
-583
| -6% | -$209K | 2.39% | 8 |
|
|
2023
Q4 | $4.08M | Sell |
9,979
-1,603
| -14% | -$655K | 2.98% | 4 |
|
|
2023
Q3 | $4.01M | Sell |
11,582
-69
| -0.6% | -$23.9K | 2.93% | 4 |
|
|
2023
Q2 | $4.79M | Sell |
11,651
-205
| -2% | -$84.3K | 3.29% | 3 |
|
|
2023
Q1 | $2.76M | Sell |
11,856
-661
| -5% | -$154K | 2.08% | 9 |
|
|
2022
Q4 | $2.46M | Sell |
12,517
-317
| -2% | -$62.4K | 1.98% | 14 |
|
|
2022
Q3 | $2.55M | Sell |
12,834
-53
| -0.4% | -$10.5K | 2.18% | 11 |
|
|
2022
Q2 | $4.1M | Sell |
12,887
-157
| -1% | -$49.9K | 3.1% | 4 |
|
|
2022
Q1 | $4.7M | Buy |
+13,044
| New | +$4.7M | 3.28% | 5 |
|
|
2021
Q4 | – | Sell |
-14,079
| Closed | -$7.31M | – | 108 |
|
|
2021
Q3 | $7.31M | Sell |
14,079
-178
| -1% | -$92.4K | 4.39% | 3 |
|
|
2021
Q2 | $5.15M | Buy |
14,257
+21
| +0.1% | +$7.59K | 3.17% | 6 |
|
|
2021
Q1 | $3.81M | Sell |
14,236
-63
| -0.4% | -$16.8K | 2.52% | 7 |
|
|
2020
Q4 | $5.13M | Buy |
+14,299
| New | +$5.13M | 3.14% | 6 |
|