CAPTRUST Financial Advisors’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+2,610
| New | +$207K | ﹤0.01% | 2280 |
|
|
2025
Q1 | – | Sell |
-3,991
| Closed | -$246K | – | 2404 |
|
|
2024
Q4 | $246K | Buy |
+3,991
| New | +$246K | ﹤0.01% | 2027 |
|
|
2023
Q1 | – | Sell |
-4,250
| Closed | -$207K | – | 2350 |
|
|
2022
Q4 | $207K | Buy |
+4,250
| New | +$207K | ﹤0.01% | 1925 |
|
|
2022
Q3 | – | Sell |
-1,750
| Closed | -$83K | – | 3019 |
|
|
2022
Q2 | $83K | Hold |
1,750
| – | – | ﹤0.01% | 2355 |
|
|
2022
Q1 | $85K | Hold |
1,750
| – | – | ﹤0.01% | 2392 |
|
|
2021
Q4 | $64K | Hold |
1,750
| – | – | ﹤0.01% | 2482 |
|
|
2021
Q3 | $56K | Hold |
1,750
| – | – | ﹤0.01% | 2498 |
|
|
2021
Q2 | $54K | Hold |
1,750
| – | – | ﹤0.01% | 2468 |
|
|
2021
Q1 | $43K | Hold |
1,750
| – | – | ﹤0.01% | 2531 |
|
|
2020
Q4 | $34K | Buy |
1,750
+250
| +17% | +$4.86K | ﹤0.01% | 2001 |
|
|
2020
Q3 | $17K | Hold |
1,500
| – | – | ﹤0.01% | 2046 |
|
|
2020
Q2 | $24K | Buy |
+1,500
| New | +$24K | ﹤0.01% | 1867 |
|