CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BCAT Stock Details BCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$285K Sell
2025
Q1 		$284K Hold
2024
Q4 		$298K Hold
2024
Q3 		$324K Hold
2024
Q2 		$323K Sell
2024
Q1 		$445K Buy
2023
Q4 		$295K Sell
2023
Q3 		$329K Buy
2023
Q2 		$300K Hold
2023
Q1 		$298K Buy