CAPTRUST Financial Advisors’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $605K | Buy |
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|
2025
Q4 | $229K | Buy |
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|
2025
Q3 | $238K | Buy |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $246K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $85K | Hold |
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|
2021
Q4 | $64K | Hold |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $34K | Buy |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $24K | Buy |
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