CAPTRUST Financial Advisors’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $974K | Sell |
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|
2024
Q4 | $867K | Buy |
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|
2024
Q3 | $856K | Buy |
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|
2024
Q2 | $759K | Buy |
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|
2024
Q1 | $955K | Buy |
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|
2023
Q4 | $161K | Buy |
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|
2023
Q3 | $148K | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $142K | Hold |
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|
2022
Q4 | $129K | Sell |
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|
2022
Q3 | $1.11M | Hold |
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|
2022
Q2 | $1.58M | Hold |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $1.6M | Sell |
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|
2020
Q4 | $1.2M | Hold |
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|
2020
Q3 | $762K | Buy |
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|
2020
Q2 | $650K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $40K | Buy |
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