CAPTRUST Financial Advisors
COUP

CAPTRUST Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,520
Closed -$1.23M 2411
2022
Q4
$1.23M Buy
15,520
+5,314
+52% +$421K 0.01% 883
2022
Q3
$600K Buy
10,206
+9,235
+951% +$543K ﹤0.01% 1165
2022
Q2
$55K Sell
971
-3,223
-77% -$183K ﹤0.01% 2680
2022
Q1
$426K Buy
4,194
+515
+14% +$52.3K ﹤0.01% 1220
2021
Q4
$581K Buy
3,679
+3,201
+670% +$506K ﹤0.01% 1044
2021
Q3
$105K Buy
478
+50
+12% +$11K ﹤0.01% 2034
2021
Q2
$112K Sell
428
-197
-32% -$51.6K ﹤0.01% 1950
2021
Q1
$159K Buy
625
+101
+19% +$25.7K ﹤0.01% 1640
2020
Q4
$178K Buy
524
+60
+13% +$20.4K ﹤0.01% 1247
2020
Q3
$130K Sell
464
-281
-38% -$78.7K ﹤0.01% 1229
2020
Q2
$214K Sell
745
-86
-10% -$24.7K ﹤0.01% 1005
2020
Q1
$109K Sell
831
-1,165
-58% -$153K ﹤0.01% 1087
2019
Q4
$307K Buy
1,996
+1,580
+380% +$243K ﹤0.01% 837
2019
Q3
$54K Sell
416
-10
-2% -$1.3K ﹤0.01% 973
2019
Q2
$54K Sell
426
-12
-3% -$1.52K ﹤0.01% 952
2019
Q1
$40K Hold
438
﹤0.01% 973
2018
Q4
$28K Buy
438
+161
+58% +$10.3K ﹤0.01% 925
2018
Q3
$22K Sell
277
-127
-31% -$10.1K ﹤0.01% 978
2018
Q2
$25K Buy
404
+87
+27% +$5.38K ﹤0.01% 882
2018
Q1
$14K Buy
+317
New +$14K ﹤0.01% 951