CAPTRUST Financial Advisors’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $752K | Buy |
7,779
+1,275
| +20% | +$131K | ﹤0.01% | 1767 |
|
|
2025
Q4 | $690K | Sell |
6,504
-1,792
| -22% | -$208K | ﹤0.01% | 1711 |
|
|
2025
Q3 | $1.05M | Buy |
8,296
+1,786
| +27% | +$213K | ﹤0.01% | 1398 |
|
|
2025
Q2 | $798K | Buy |
6,510
+955
| +17% | +$109K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $563K | Sell |
5,555
-1,510
| -21% | -$147K | ﹤0.01% | 1583 |
|
|
2024
Q4 | $652K | Buy |
7,065
+2,941
| +71% | +$289K | ﹤0.01% | 1467 |
|
|
2024
Q3 | $399K | Sell |
4,124
-26
| -0.6% | -$2.34K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $356K | Buy |
4,150
+415
| +11% | +$34.8K | ﹤0.01% | 1707 |
|
|
2024
Q1 | $308K | Sell |
3,735
-808
| -18% | -$59.2K | ﹤0.01% | 1759 |
|
|
2023
Q4 | $303K | Sell |
4,543
-577
| -11% | -$37.4K | ﹤0.01% | 2103 |
|
|
2023
Q3 | $344K | Buy |
5,120
+206
| +4% | +$14.2K | ﹤0.01% | 1907 |
|
|
2023
Q2 | $333K | Buy |
4,914
+268
| +6% | +$16.8K | ﹤0.01% | 1894 |
|
|
2023
Q1 | $251K | Buy |
4,646
+4
| +0.1% | +$233 | ﹤0.01% | 1882 |
|
|
2022
Q4 | $278K | Buy |
+4,642
| New | +$252K | ﹤0.01% | 1726 |
|
|
2022
Q3 | – | Sell |
-5,640
| Closed | -$251K | – | 2627 |
|
|
2022
Q2 | $251K | Sell |
5,640
-952
| -14% | -$48.8K | ﹤0.01% | 1538 |
|
|
2022
Q1 | $374K | Sell |
6,592
-381
| -5% | -$19.9K | ﹤0.01% | 1307 |
|
|
2021
Q4 | $363K | Sell |
6,973
-779
| -10% | -$40.2K | ﹤0.01% | 1290 |
|
|
2021
Q3 | $465K | Sell |
7,752
-742
| -9% | -$46.7K | ﹤0.01% | 1063 |
|
|
2021
Q2 | $529K | Buy |
8,494
+834
| +11% | +$55.6K | ﹤0.01% | 960 |
|
|
2021
Q1 | $501K | Buy |
7,660
+1,726
| +29% | +$113K | 0.01% | 952 |
|
|
2020
Q4 | $392K | Sell |
5,934
-600
| -9% | -$35.3K | 0.01% | 925 |
|
|
2020
Q3 | $342K | Sell |
6,534
-67,383
| -91% | -$3.46M | 0.01% | 828 |
|
|
2020
Q2 | $3.71M | Buy |
73,917
+10,812
| +17% | +$583K | 0.06% | 262 |
|
|
2020
Q1 | $3.06M | Buy |
63,105
+22,789
| +57% | +$1.31M | 0.07% | 251 |
|
|
2019
Q4 | $2.23M | Buy |
+40,316
| New | +$2.19M | 0.04% | 356 |
|
Other funds holding EHC
VPM
VCM
