CAPTRUST Financial Advisors
AIM

CAPTRUST Financial Advisors’s AIM ImmunoTech AIM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AIM Stock Details AIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% 2539
2023
Q2 		$13.4K Hold
200
– – ﹤0.01% 2476
2023
Q1 		$8.6K Buy
+200
New +$10.4K ﹤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% +$9.03K ﹤0.01% 2713
2020
Q4 		$18K Buy
+100
New +$20K ﹤0.01% 2312

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HI
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HI
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Osaic Holdings
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DB
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CAPTRUST Financial Advisors's AIM Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of AIM ImmunoTech (AIM) in Q2 2025, closing a stake of 200 shares — an estimated $2.45K sold.

CAPTRUST Financial Advisors first reported a position in AIM in Q4 2020 and held it in 17 quarters. The position peaked at $43K in Q2 2021. 12 funds tracked by Wall St. Rank hold AIM as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining AIM ImmunoTech position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 200 AIM ImmunoTech shares in Q2 2025, an estimated $2.45K.
  • CAPTRUST Financial Advisors first reported a position in AIM ImmunoTech in Q4 2020 and held it in 17 quarters.
  • CAPTRUST Financial Advisors's AIM ImmunoTech position peaked at $43K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.