CAPTRUST Financial Advisors’s BGC Group BGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.45M Sell
148,010
-4,431
-3% -$41K ﹤0.01% 1387
2025
Q4
$1.36M Sell
152,441
-1,986
-1% -$17.9K ﹤0.01% 1311
2025
Q3
$1.46M Sell
154,427
-6,556
-4% -$65.6K ﹤0.01% 1210
2025
Q2
$1.65M Buy
160,983
+1,694
+1% +$15.6K ﹤0.01% 1073
2025
Q1
$1.46M Buy
159,289
+17,761
+13% +$166K ﹤0.01% 1075
2024
Q4
$1.28M Buy
141,528
+13,577
+11% +$131K ﹤0.01% 1104
2024
Q3
$1.17M Buy
127,951
+1,753
+1% +$16.4K ﹤0.01% 1096
2024
Q2
$1.05M Buy
126,198
+644
+0.5% +$5.3K ﹤0.01% 1112
2024
Q1
$976K Buy
125,554
+107,474
+594% +$797K ﹤0.01% 1135
2023
Q4
$131K Sell
18,080
-4,119
-19% -$25.5K ﹤0.01% 2489
2023
Q3
$117K Buy
+22,199
New +$110K ﹤0.01% 2414
2022
Q3
Sell
-3,991
Closed -$13K 2274
2022
Q2
$13K Sell
3,991
-60
-1% -$209 ﹤0.01% 3593
2022
Q1
$18K Sell
4,051
-238
-6% -$1.05K ﹤0.01% 3449
2021
Q4
$20K Buy
4,289
+1,178
+38% +$5.88K ﹤0.01% 3273
2021
Q3
$16K Sell
3,111
-6,524
-68% -$34.6K ﹤0.01% 3299
2021
Q2
$55K Sell
9,635
-32
-0.3% -$183 ﹤0.01% 2451
2021
Q1
$47K Buy
9,667
+3,126
+48% +$13.3K ﹤0.01% 2459
2020
Q4
$26K Buy
6,541
+4,303
+192% +$15.1K ﹤0.01% 2126
2020
Q3
$6K Sell
2,238
-7,623
-77% -$19.9K ﹤0.01% 2462
2020
Q2
$26K Buy
+9,861
New +$27.3K ﹤0.01% 1839
2020
Q1
Sell
-10,046
Closed -$59K 1389
2019
Q4
$59K Buy
+10,046
New +$56.7K ﹤0.01% 1001
2018
Q2
Sell
-1,042
Closed -$9K 1508
2018
Q1
$9K Buy
1,042
+358
+52% +$3.22K ﹤0.01% 1044
2017
Q4
$7K Buy
+684
New +$6.91K ﹤0.01% 1066

Other funds holding BGC