CAPTRUST Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | +$318K | 0.01% | 883 |
|
|
2022
Q3 | $600K | Buy |
10,206
+9,235
| +951% | +$605K | ﹤0.01% | 1165 |
|
|
2022
Q2 | $55K | Sell |
971
-3,223
| -77% | -$248K | ﹤0.01% | 2680 |
|
|
2022
Q1 | $426K | Buy |
4,194
+515
| +14% | +$62.3K | ﹤0.01% | 1220 |
|
|
2021
Q4 | $581K | Buy |
3,679
+3,201
| +670% | +$659K | ﹤0.01% | 1044 |
|
|
2021
Q3 | $105K | Buy |
478
+50
| +12% | +$11.7K | ﹤0.01% | 2034 |
|
|
2021
Q2 | $112K | Sell |
428
-197
| -32% | -$48.8K | ﹤0.01% | 1950 |
|
|
2021
Q1 | $159K | Buy |
625
+101
| +19% | +$31.8K | ﹤0.01% | 1640 |
|
|
2020
Q4 | $178K | Buy |
524
+60
| +13% | +$18.6K | ﹤0.01% | 1247 |
|
|
2020
Q3 | $130K | Sell |
464
-281
| -38% | -$82K | ﹤0.01% | 1229 |
|
|
2020
Q2 | $214K | Sell |
745
-86
| -10% | -$17.3K | ﹤0.01% | 1005 |
|
|
2020
Q1 | $109K | Sell |
831
-1,165
| -58% | -$180K | ﹤0.01% | 1087 |
|
|
2019
Q4 | $307K | Buy |
1,996
+1,580
| +380% | +$226K | ﹤0.01% | 837 |
|
|
2019
Q3 | $54K | Sell |
416
-10
| -2% | -$1.38K | ﹤0.01% | 973 |
|
|
2019
Q2 | $54K | Sell |
426
-12
| -3% | -$1.29K | ﹤0.01% | 952 |
|
|
2019
Q1 | $40K | Hold |
438
| – | – | ﹤0.01% | 973 |
|
|
2018
Q4 | $28K | Buy |
438
+161
| +58% | +$10.2K | ﹤0.01% | 925 |
|
|
2018
Q3 | $22K | Sell |
277
-127
| -31% | -$8.82K | ﹤0.01% | 978 |
|
|
2018
Q2 | $25K | Buy |
404
+87
| +27% | +$4.63K | ﹤0.01% | 882 |
|
|
2018
Q1 | $14K | Buy |
+317
| New | +$13K | ﹤0.01% | 951 |
|