CAPTRUST Financial Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $708K | Sell |
11,874
-848
| -7% | -$50.6K | ﹤0.01% | 1521 |
|
2025
Q1 | $751K | Sell |
12,722
-2,249
| -15% | -$133K | ﹤0.01% | 1422 |
|
2024
Q4 | $926K | Buy |
14,971
+886
| +6% | +$54.8K | ﹤0.01% | 1277 |
|
2024
Q3 | $844K | Buy |
14,085
+2,263
| +19% | +$136K | ﹤0.01% | 1289 |
|
2024
Q2 | $603K | Buy |
11,822
+584
| +5% | +$29.8K | ﹤0.01% | 1410 |
|
2024
Q1 | $618K | Sell |
11,238
-4,816
| -30% | -$265K | ﹤0.01% | 1377 |
|
2023
Q4 | $896K | Sell |
16,054
-353
| -2% | -$19.7K | ﹤0.01% | 1336 |
|
2023
Q3 | $682K | Buy |
16,407
+1,583
| +11% | +$65.8K | ﹤0.01% | 1435 |
|
2023
Q2 | $628K | Sell |
14,824
-9,238
| -38% | -$391K | ﹤0.01% | 1494 |
|
2023
Q1 | $1.04M | Buy |
24,062
+8,776
| +57% | +$381K | ﹤0.01% | 1014 |
|
2022
Q4 | $1.02M | Sell |
15,286
-2,708
| -15% | -$181K | 0.01% | 962 |
|
2022
Q3 | $1.28M | Buy |
17,994
+340
| +2% | +$24.2K | 0.01% | 826 |
|
2022
Q2 | $1.31M | Sell |
17,654
-10,090
| -36% | -$747K | 0.01% | 726 |
|
2022
Q1 | $2.53M | Buy |
27,744
+14,804
| +114% | +$1.35M | 0.02% | 536 |
|
2021
Q4 | $1.13M | Buy |
12,940
+8,549
| +195% | +$749K | 0.01% | 768 |
|
2021
Q3 | $356K | Buy |
4,391
+201
| +5% | +$16.3K | ﹤0.01% | 1201 |
|
2021
Q2 | $302K | Sell |
4,190
-7,495
| -64% | -$540K | ﹤0.01% | 1269 |
|
2021
Q1 | $846K | Buy |
11,685
+1,701
| +17% | +$123K | 0.01% | 757 |
|
2020
Q4 | $565K | Sell |
9,984
-385
| -4% | -$21.8K | 0.01% | 787 |
|
2020
Q3 | $395K | Buy |
10,369
+868
| +9% | +$33.1K | 0.01% | 791 |
|
2020
Q2 | $341K | Buy |
9,501
+180
| +2% | +$6.46K | 0.01% | 830 |
|
2020
Q1 | $253K | Sell |
9,321
-119
| -1% | -$3.23K | 0.01% | 772 |
|
2019
Q4 | $677K | Buy |
9,440
+7,504
| +388% | +$538K | 0.01% | 601 |
|
2019
Q3 | $129K | Sell |
1,936
-38
| -2% | -$2.53K | ﹤0.01% | 685 |
|
2019
Q2 | $145K | Sell |
1,974
-440
| -18% | -$32.3K | 0.01% | 634 |
|
2019
Q1 | $179K | Buy |
2,414
+30
| +1% | +$2.23K | 0.01% | 543 |
|
2018
Q4 | $165K | Buy |
2,384
+80
| +3% | +$5.54K | 0.01% | 465 |
|
2018
Q3 | $209K | Buy |
2,304
+2,290
| +16,357% | +$208K | 0.01% | 436 |
|
2018
Q2 | $1K | Sell |
14
-17
| -55% | -$1.21K | ﹤0.01% | 1443 |
|
2018
Q1 | $3K | Buy |
31
+19
| +158% | +$1.84K | ﹤0.01% | 1199 |
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1208 |
|