CAPTRUST Financial Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.35M | Buy |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $3.33M | Buy |
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|
2023
Q3 | $2.86M | Buy |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $1.99M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $984K | Sell |
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|
2021
Q3 | $853K | Buy |
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|
2021
Q2 | $488K | Buy |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q3 | $216K | Sell |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | $144K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $48K | Buy |
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|
2019
Q2 | $56K | Buy |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $19K | Sell |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $5K | Sell |
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|
2017
Q4 | $19K | Buy |
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