CAPTRUST Financial Advisors’s AmeriServ Financial ASRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39.1K | Hold |
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|
2025
Q2 | $41K | Hold |
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|
2025
Q1 | $32.8K | Hold |
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|
2024
Q4 | $36.1K | Hold |
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|
2024
Q3 | $35.2K | Hold |
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|
2024
Q2 | $30.5K | Hold |
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|
2024
Q1 | $35.1K | Hold |
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|
2023
Q4 | $43.6K | Hold |
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|
2023
Q3 | $35.7K | Hold |
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|
2023
Q2 | $34.2K | Hold |
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|
2023
Q1 | $41.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $53K | Hold |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $52K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $55K | Buy |
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