CAPTRUST Financial Advisors’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
70,557
+27,899
| +65% | +$282K | ﹤0.01% | 1518 |
|
|
2025
Q1 | $427K | Buy |
+42,658
| New | +$427K | ﹤0.01% | 1735 |
|
|
2024
Q3 | – | Sell |
-14,378
| Closed | -$184K | – | 2363 |
|
|
2024
Q2 | $184K | Buy |
14,378
+754
| +6% | +$9.63K | ﹤0.01% | 2060 |
|
|
2024
Q1 | $218K | Sell |
13,624
-1,225
| -8% | -$19.6K | ﹤0.01% | 1956 |
|
|
2023
Q4 | $275K | Sell |
14,849
-847
| -5% | -$15.7K | ﹤0.01% | 2173 |
|
|
2023
Q3 | $257K | Buy |
15,696
+238
| +2% | +$3.9K | ﹤0.01% | 2105 |
|
|
2023
Q2 | $392K | Buy |
15,458
+3,655
| +31% | +$92.8K | ﹤0.01% | 1778 |
|
|
2023
Q1 | $292K | Sell |
11,803
-449
| -4% | -$11.1K | ﹤0.01% | 1766 |
|
|
2022
Q4 | $369K | Buy |
12,252
+4,649
| +61% | +$140K | ﹤0.01% | 1506 |
|
|
2022
Q3 | $317K | Sell |
7,603
-1,824
| -19% | -$76.1K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $313K | Buy |
9,427
+4,195
| +80% | +$139K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $313K | Buy |
5,232
+3,395
| +185% | +$203K | ﹤0.01% | 1416 |
|
|
2021
Q4 | $118K | Buy |
1,837
+40
| +2% | +$2.57K | ﹤0.01% | 2032 |
|
|
2021
Q3 | $110K | Buy |
+1,797
| New | +$110K | ﹤0.01% | 2000 |
|