CAPTRUST Financial Advisors’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
25,696
+2,488
| +11% | +$39.5K | ﹤0.01% | 1861 |
|
|
2025
Q1 | $392K | Sell |
23,208
-8,360
| -26% | -$141K | ﹤0.01% | 1788 |
|
|
2024
Q4 | $535K | Buy |
31,568
+6
| +0% | +$102 | ﹤0.01% | 1572 |
|
|
2024
Q3 | $573K | Buy |
31,562
+6,747
| +27% | +$122K | ﹤0.01% | 1492 |
|
|
2024
Q2 | $409K | Buy |
24,815
+283
| +1% | +$4.66K | ﹤0.01% | 1609 |
|
|
2024
Q1 | $347K | Sell |
24,532
-10,180
| -29% | -$144K | ﹤0.01% | 1688 |
|
|
2023
Q4 | $598K | Sell |
34,712
-2,252
| -6% | -$38.8K | ﹤0.01% | 1622 |
|
|
2023
Q3 | $564K | Buy |
36,964
+93
| +0.3% | +$1.42K | ﹤0.01% | 1574 |
|
|
2023
Q2 | $695K | Sell |
36,871
-3,375
| -8% | -$63.7K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $778K | Sell |
40,246
-10,300
| -20% | -$199K | ﹤0.01% | 1162 |
|
|
2022
Q4 | $974K | Buy |
50,546
+10,380
| +26% | +$200K | ﹤0.01% | 985 |
|
|
2022
Q3 | $837K | Buy |
+40,166
| New | +$837K | ﹤0.01% | 1003 |
|