CAPTRUST Financial Advisors’s AIM ImmunoTech Inc. AIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-200
| Closed | -$2.45K | – | 2610 |
|
2025
Q1 | $2.45K | Hold |
200
| – | – | ﹤0.01% | 2349 |
|
2024
Q4 | $3.96K | Hold |
200
| – | – | ﹤0.01% | 2288 |
|
2024
Q3 | $5.4K | Hold |
200
| – | – | ﹤0.01% | 2282 |
|
2024
Q2 | $7.45K | Hold |
200
| – | – | ﹤0.01% | 2190 |
|
2024
Q1 | $9.42K | Hold |
200
| – | – | ﹤0.01% | 2127 |
|
2023
Q4 | $8.8K | Hold |
200
| – | – | ﹤0.01% | 2634 |
|
2023
Q3 | $9.1K | Hold |
200
| – | – | ﹤0.01% | 2538 |
|
2023
Q2 | $13.4K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
2023
Q1 | $8.6K | Buy |
+200
| New | +$8.6K | ﹤0.01% | 2272 |
|
2022
Q4 | – | Sell |
-200
| Closed | -$12K | – | 2291 |
|
2022
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 2029 |
|
2022
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 3509 |
|
2022
Q1 | $21K | Hold |
200
| – | – | ﹤0.01% | 3367 |
|
2021
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 3388 |
|
2021
Q3 | $40K | Hold |
200
| – | – | ﹤0.01% | 2735 |
|
2021
Q2 | $43K | Buy |
200
+60
| +43% | +$12.9K | ﹤0.01% | 2618 |
|
2021
Q1 | $32K | Buy |
140
+40
| +40% | +$9.14K | ﹤0.01% | 2713 |
|
2020
Q4 | $18K | Buy |
+100
| New | +$18K | ﹤0.01% | 2312 |
|