CAPTRUST Financial Advisors’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
35,529
+11,214
| +46% | +$168K | ﹤0.01% | 1699 |
|
|
2025
Q1 | $325K | Sell |
24,315
-7,765
| -24% | -$104K | ﹤0.01% | 1890 |
|
|
2024
Q4 | $616K | Sell |
32,080
-9,282
| -22% | -$178K | ﹤0.01% | 1500 |
|
|
2024
Q3 | $697K | Buy |
41,362
+15,714
| +61% | +$265K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $499K | Buy |
25,648
+8,785
| +52% | +$171K | ﹤0.01% | 1501 |
|
|
2024
Q1 | $593K | Sell |
16,863
-4,568
| -21% | -$161K | ﹤0.01% | 1398 |
|
|
2023
Q4 | $788K | Buy |
+21,431
| New | +$788K | ﹤0.01% | 1419 |
|
|
2022
Q3 | – | Sell |
-4,510
| Closed | -$102K | – | 2595 |
|
|
2022
Q2 | $102K | Sell |
4,510
-84
| -2% | -$1.9K | ﹤0.01% | 2182 |
|
|
2022
Q1 | $116K | Buy |
4,594
+61
| +1% | +$1.54K | ﹤0.01% | 2157 |
|
|
2021
Q4 | $151K | Sell |
4,533
-162
| -3% | -$5.4K | ﹤0.01% | 1844 |
|
|
2021
Q3 | $160K | Buy |
+4,695
| New | +$160K | ﹤0.01% | 1724 |
|