CAPTRUST Financial Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $61K | Buy |
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|
2022
Q1 | $67K | Buy |
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|
2021
Q4 | $41K | Sell |
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|
2021
Q3 | $83K | Sell |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $126K | Buy |
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|
2020
Q3 | $108K | Buy |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $131K | Sell |
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|
2019
Q4 | $264K | Buy |
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|
2019
Q3 | $67K | Sell |
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|
2019
Q2 | $110K | Sell |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $295K | Sell |
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|
2018
Q3 | $460K | Buy |
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|
2018
Q2 | $499K | Buy |
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