Capstone Triton Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
+4,020
| New | +$1.43M | 1.04% | 39 |
|
|
2024
Q4 | $1.31M | Sell |
4,151
-19
| -0.5% | -$6.01K | 0.82% | 43 |
|
|
2024
Q3 | $1.15M | Buy |
4,170
+436
| +12% | +$120K | 0.73% | 51 |
|
|
2024
Q2 | $980K | Buy |
3,734
+500
| +15% | +$131K | 0.69% | 53 |
|
|
2024
Q1 | $903K | Buy |
3,234
+1,070
| +49% | +$299K | 0.64% | 58 |
|
|
2023
Q4 | $563K | Sell |
2,164
-666
| -24% | -$173K | 0.41% | 66 |
|
|
2023
Q3 | $651K | Buy |
2,830
+256
| +10% | +$58.9K | 0.48% | 61 |
|
|
2023
Q2 | $611K | Hold |
2,574
| – | – | 0.42% | 68 |
|
|
2023
Q1 | $580K | Buy |
2,574
+1,005
| +64% | +$227K | 0.44% | 69 |
|
|
2022
Q4 | $326K | Hold |
1,569
| – | – | 0.26% | 77 |
|
|
2022
Q3 | $279K | Sell |
1,569
-48
| -3% | -$8.54K | 0.24% | 79 |
|
|
2022
Q2 | $350K | Sell |
1,617
-203
| -11% | -$43.9K | 0.26% | 77 |
|
|
2022
Q1 | $390K | Sell |
1,820
-1,000
| -35% | -$214K | 0.27% | 81 |
|
|
2021
Q4 | $614K | Hold |
2,820
| – | – | 1.24% | 41 |
|
|
2021
Q3 | $660K | Sell |
2,820
-46
| -2% | -$10.8K | 0.4% | 64 |
|
|
2021
Q2 | $670K | Hold |
2,866
| – | – | 0.41% | 55 |
|
|
2021
Q1 | $607K | Sell |
2,866
-130
| -4% | -$27.5K | 0.4% | 52 |
|
|
2020
Q4 | $655K | Buy |
+2,996
| New | +$655K | 0.4% | 50 |
|