CAPTRUST Financial Advisors
DB icon

CAPTRUST Financial Advisors’s Deutsche Bank DB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,818
Closed -$224K – 3045
2025
Q4 		$224K Sell
5,818
-62
-1% -$2.24K ﹤0.01% 2445
2025
Q3 		$208K Buy
+5,880
New +$200K ﹤0.01% 2403
2022
Q3 		– Sell
-792
Closed -$7K – 2535
2022
Q2 		$7K Sell
792
-196
-20% -$2.09K ﹤0.01% 3915
2022
Q1 		$12K Sell
988
-129
-12% -$1.72K ﹤0.01% 3701
2021
Q4 		$14K Sell
1,117
-24,313
-96% -$310K ﹤0.01% 3510
2021
Q3 		$323K Hold
25,430
– – ﹤0.01% 1254
2021
Q2 		$333K Buy
25,430
+25,000
+5,814% +$339K ﹤0.01% 1205
2021
Q1 		$5K Buy
430
+130
+43% +$1.52K ﹤0.01% 3723
2020
Q4 		$3K Buy
+300
New +$3.09K ﹤0.01% 2987

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