CAPTRUST Financial Advisors’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
62,487
+19,645
| +46% | +$452K | ﹤0.01% | 1140 |
|
|
2025
Q1 | $789K | Sell |
42,842
-8,076
| -16% | -$149K | ﹤0.01% | 1403 |
|
|
2024
Q4 | $1.05M | Buy |
50,918
+5,319
| +12% | +$109K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $800K | Sell |
45,599
-12,564
| -22% | -$220K | ﹤0.01% | 1319 |
|
|
2024
Q2 | $920K | Buy |
58,163
+1,882
| +3% | +$29.8K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $997K | Sell |
56,281
-9,849
| -15% | -$174K | ﹤0.01% | 1125 |
|
|
2023
Q4 | $887K | Buy |
66,130
+28,316
| +75% | +$380K | ﹤0.01% | 1346 |
|
|
2023
Q3 | $439K | Sell |
37,814
-754
| -2% | -$8.75K | ﹤0.01% | 1724 |
|
|
2023
Q2 | $520K | Buy |
38,568
+109
| +0.3% | +$1.47K | ﹤0.01% | 1604 |
|
|
2023
Q1 | $534K | Sell |
38,459
-2,098
| -5% | -$29.1K | ﹤0.01% | 1376 |
|
|
2022
Q4 | $463K | Buy |
40,557
+15,208
| +60% | +$174K | ﹤0.01% | 1382 |
|
|
2022
Q3 | $247K | Sell |
25,349
-2,469
| -9% | -$24.1K | ﹤0.01% | 1681 |
|
|
2022
Q2 | $301K | Buy |
27,818
+11,296
| +68% | +$122K | ﹤0.01% | 1425 |
|
|
2022
Q1 | $249K | Sell |
16,522
-16,022
| -49% | -$241K | ﹤0.01% | 1565 |
|
|
2021
Q4 | $518K | Buy |
32,544
+1,773
| +6% | +$28.2K | ﹤0.01% | 1104 |
|
|
2021
Q3 | $501K | Buy |
30,771
+29,795
| +3,053% | +$485K | ﹤0.01% | 1032 |
|
|
2021
Q2 | $18K | Hold |
976
| – | – | ﹤0.01% | 3171 |
|
|
2021
Q1 | $16K | Buy |
+976
| New | +$16K | ﹤0.01% | 3143 |
|
|
2018
Q4 | – | Sell |
-927
| Closed | -$18K | – | 1615 |
|
|
2018
Q3 | $18K | Hold |
927
| – | – | ﹤0.01% | 1039 |
|
|
2018
Q2 | $15K | Buy |
+927
| New | +$15K | ﹤0.01% | 1046 |
|