CAPTRUST Financial Advisors’s BayCom BCML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Sell |
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|
2025
Q1 | $591K | Buy |
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|
2024
Q4 | $625K | Sell |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $466K | Hold |
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|
2022
Q1 | $491K | Hold |
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|
2021
Q4 | $422K | Hold |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $28K | Buy |
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