CAPTRUST Financial Advisors’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $697K | Buy |
|
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|
2024
Q2 | $499K | Buy |
|
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $788K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $102K | Sell |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $151K | Sell |
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|
2021
Q3 | $160K | Buy |
|