CAPTRUST Financial Advisors’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,992
| Closed | -$217K | – | 2317 |
|
|
2024
Q3 | $217K | Buy |
+1,992
| New | +$217K | ﹤0.01% | 2081 |
|
|
2024
Q1 | – | Sell |
-5,988
| Closed | -$493K | – | 2271 |
|
|
2023
Q4 | $493K | Buy |
5,988
+285
| +5% | +$23.5K | ﹤0.01% | 1746 |
|
|
2023
Q3 | $374K | Buy |
5,703
+120
| +2% | +$7.87K | ﹤0.01% | 1844 |
|
|
2023
Q2 | $360K | Sell |
5,583
-60
| -1% | -$3.87K | ﹤0.01% | 1842 |
|
|
2023
Q1 | $358K | Sell |
5,643
-3
| -0.1% | -$190 | ﹤0.01% | 1612 |
|
|
2022
Q4 | $274K | Hold |
5,646
| – | – | ﹤0.01% | 1733 |
|
|
2022
Q3 | $261K | Sell |
5,646
-30
| -0.5% | -$1.39K | ﹤0.01% | 1639 |
|
|
2022
Q2 | $279K | Buy |
5,676
+6
| +0.1% | +$295 | ﹤0.01% | 1465 |
|
|
2022
Q1 | $318K | Buy |
5,670
+2,523
| +80% | +$142K | ﹤0.01% | 1410 |
|
|
2021
Q4 | $218K | Buy |
3,147
+2,307
| +275% | +$160K | ﹤0.01% | 1578 |
|
|
2021
Q3 | $52K | Buy |
840
+48
| +6% | +$2.97K | ﹤0.01% | 2546 |
|
|
2021
Q2 | $35K | Sell |
792
-30
| -4% | -$1.33K | ﹤0.01% | 2731 |
|
|
2021
Q1 | $28K | Buy |
822
+807
| +5,380% | +$27.5K | ﹤0.01% | 2787 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3240 |
|