CAPTRUST Financial Advisors’s Bankunited BKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $218K | Buy |
+4,826
| New | +$225K | ﹤0.01% | 2622 |
|
|
2024
Q1 | – | Sell |
-6,547
| Closed | -$212K | – | 2207 |
|
|
2023
Q4 | $212K | Buy |
+6,547
| New | +$170K | ﹤0.01% | 2355 |
|
|
2023
Q1 | – | Sell |
-6,363
| Closed | -$216K | – | 2319 |
|
|
2022
Q4 | $216K | Buy |
6,363
+8
| +0.1% | +$283 | ﹤0.01% | 1899 |
|
|
2022
Q3 | $217K | Buy |
6,355
+775
| +14% | +$29K | ﹤0.01% | 1771 |
|
|
2022
Q2 | $198K | Sell |
5,580
-227
| -4% | -$8.99K | ﹤0.01% | 1700 |
|
|
2022
Q1 | $255K | Buy |
5,807
+2,941
| +103% | +$127K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $121K | Buy |
2,866
+246
| +9% | +$10.3K | ﹤0.01% | 2003 |
|
|
2021
Q3 | $110K | Buy |
2,620
+86
| +3% | +$3.52K | ﹤0.01% | 1994 |
|
|
2021
Q2 | $108K | Buy |
2,534
+99
| +4% | +$4.52K | ﹤0.01% | 1971 |
|
|
2021
Q1 | $107K | Buy |
2,435
+2,250
| +1,216% | +$92.4K | ﹤0.01% | 1900 |
|
|
2020
Q4 | $6K | Buy |
+185
| New | +$5.28K | ﹤0.01% | 2758 |
|
|
2020
Q3 | – | Sell |
-1,495
| Closed | -$28K | – | 3055 |
|
|
2020
Q2 | $28K | Buy |
+1,495
| New | +$28K | ﹤0.01% | 1814 |
|
|
2019
Q4 | – | Sell |
-1,525
| Closed | -$51K | – | 1096 |
|
|
2019
Q3 | $51K | Sell |
1,525
-1,163
| -43% | -$38K | ﹤0.01% | 986 |
|
|
2019
Q2 | $91K | Buy |
2,688
+217
| +9% | +$7.48K | ﹤0.01% | 788 |
|
|
2019
Q1 | $83K | Buy |
+2,471
| New | +$85.2K | ﹤0.01% | 751 |
|
|
2018
Q4 | – | Sell |
-818
| Closed | -$29K | – | 1590 |
|
|
2018
Q3 | $29K | Buy |
818
+485
| +146% | +$19.1K | ﹤0.01% | 896 |
|
|
2018
Q2 | $14K | Buy |
+333
| New | +$13.8K | ﹤0.01% | 1061 |
|
Other funds holding BKU
VPM
HAM
VCM
AIM
