CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Doximity DOCS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$506K Buy
21,732
+15,071
+226% +$470K ﹤0.01% 2028
2025
Q4 		$295K Sell
6,661
-509
-7% -$28.6K ﹤0.01% 2268
2025
Q3 		$524K Buy
+7,170
New +$467K ﹤0.01% 1784
2022
Q3 		– Sell
-237
Closed -$8K – 2574
2022
Q2 		$8K Sell
237
-1,474
-86% -$58K ﹤0.01% 3863
2022
Q1 		$89K Buy
1,711
+1,611
+1,611% +$81.1K ﹤0.01% 2360
2021
Q4 		$5K Buy
+100
New +$6.51K ﹤0.01% 4057

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