CAPTRUST Financial Advisors
HCI icon

CAPTRUST Financial Advisors’s HCI Group HCI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$720K Sell
4,659
-52
-1% -$8.51K ﹤0.01% 1790
2025
Q4 		$903K Buy
4,711
+91
+2% +$17.1K ﹤0.01% 1565
2025
Q3 		$887K Buy
4,620
+923
+25% +$146K ﹤0.01% 1495
2025
Q2 		$563K Buy
3,697
+48
+1% +$7.37K ﹤0.01% 1655
2025
Q1 		$545K Sell
3,649
-14
-0.4% -$1.77K ﹤0.01% 1596
2024
Q4 		$427K Sell
3,663
-806
-18% -$91.8K ﹤0.01% 1688
2024
Q3 		$478K Buy
+4,469
New +$424K ﹤0.01% 1598
2022
Q3 		– Sell
-485
Closed -$33K – 2920
2022
Q2 		$33K Hold
485
– – ﹤0.01% 3052
2022
Q1 		$33K Buy
485
+257
+113% +$17.6K ﹤0.01% 3074
2021
Q4 		$19K Sell
228
-12
-5% -$1.4K ﹤0.01% 3311
2021
Q3 		$27K Sell
240
-22
-8% -$2.29K ﹤0.01% 2959
2021
Q2 		$26K Hold
262
– – ﹤0.01% 2934
2021
Q1 		$20K Buy
+262
New +$16.5K ﹤0.01% 2995

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