CAPTRUST Financial Advisors’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
6,457
-66,403
| -91% | -$2.48M | ﹤0.01% | 2182 |
|
|
2025
Q1 | $2.75M | Buy |
72,860
+7,427
| +11% | +$280K | 0.01% | 777 |
|
|
2024
Q4 | $2.32M | Buy |
65,433
+59,054
| +926% | +$2.09M | 0.01% | 832 |
|
|
2024
Q3 | $282K | Buy |
+6,379
| New | +$282K | ﹤0.01% | 1914 |
|
|
2024
Q1 | – | Sell |
-12,389
| Closed | -$532K | – | 2385 |
|
|
2023
Q4 | $532K | Sell |
12,389
-5,685
| -31% | -$244K | ﹤0.01% | 1697 |
|
|
2023
Q3 | $747K | Sell |
18,074
-5,103
| -22% | -$211K | ﹤0.01% | 1383 |
|
|
2023
Q2 | $1.19M | Buy |
23,177
+399
| +2% | +$20.6K | ﹤0.01% | 1103 |
|
|
2023
Q1 | $964K | Buy |
22,778
+1,191
| +6% | +$50.4K | ﹤0.01% | 1060 |
|
|
2022
Q4 | $786K | Buy |
21,587
+11,224
| +108% | +$409K | ﹤0.01% | 1101 |
|
|
2022
Q3 | $471K | Sell |
10,363
-1,472
| -12% | -$66.9K | ﹤0.01% | 1280 |
|
|
2022
Q2 | $738K | Buy |
11,835
+2,007
| +20% | +$125K | ﹤0.01% | 976 |
|
|
2022
Q1 | $808K | Buy |
9,828
+300
| +3% | +$24.7K | 0.01% | 938 |
|
|
2021
Q4 | $1.02M | Buy |
9,528
+97
| +1% | +$10.4K | 0.01% | 808 |
|
|
2021
Q3 | $1.01M | Sell |
9,431
-373
| -4% | -$39.9K | 0.01% | 746 |
|
|
2021
Q2 | $1.24M | Sell |
9,804
-8,549
| -47% | -$1.08M | 0.01% | 645 |
|
|
2021
Q1 | $2.17M | Buy |
18,353
+1,138
| +7% | +$134K | 0.02% | 446 |
|
|
2020
Q4 | $1.78M | Buy |
17,215
+1,085
| +7% | +$112K | 0.02% | 436 |
|
|
2020
Q3 | $1.1M | Sell |
16,130
-13,509
| -46% | -$920K | 0.02% | 488 |
|
|
2020
Q2 | $652K | Buy |
29,639
+4,924
| +20% | +$108K | 0.01% | 622 |
|
|
2020
Q1 | $741K | Sell |
24,715
-364
| -1% | -$10.9K | 0.02% | 482 |
|
|
2019
Q4 | $1.14M | Buy |
25,079
+19,484
| +348% | +$889K | 0.02% | 483 |
|
|
2019
Q3 | $218K | Hold |
5,595
| – | – | 0.01% | 551 |
|
|
2019
Q2 | $218K | Hold |
5,595
| – | – | 0.01% | 542 |
|
|
2019
Q1 | $210K | Buy |
5,595
+4,476
| +400% | +$168K | 0.01% | 512 |
|
|
2018
Q4 | $37K | Sell |
1,119
-280
| -20% | -$9.26K | ﹤0.01% | 861 |
|
|
2018
Q3 | $54K | Hold |
1,399
| – | – | ﹤0.01% | 757 |
|
|
2018
Q2 | $38K | Hold |
1,399
| – | – | ﹤0.01% | 749 |
|
|
2018
Q1 | $38K | Hold |
1,399
| – | – | ﹤0.01% | 674 |
|
|
2017
Q4 | $31K | Buy |
+1,399
| New | +$31K | ﹤0.01% | 684 |
|