CAPTRUST Financial Advisors’s Informatica INFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,826
| Closed | -$229K | – | 2405 |
|
|
2024
Q4 | $229K | Buy |
8,826
+462
| +6% | +$12K | ﹤0.01% | 2075 |
|
|
2024
Q3 | $211K | Buy |
8,364
+1,604
| +24% | +$40.5K | ﹤0.01% | 2097 |
|
|
2024
Q2 | $209K | Sell |
6,760
-224
| -3% | -$6.92K | ﹤0.01% | 2017 |
|
|
2024
Q1 | $244K | Sell |
6,984
-830
| -11% | -$29.1K | ﹤0.01% | 1895 |
|
|
2023
Q4 | $222K | Sell |
7,814
-1,815
| -19% | -$51.5K | ﹤0.01% | 2323 |
|
|
2023
Q3 | $203K | Buy |
+9,629
| New | +$203K | ﹤0.01% | 2283 |
|
|
2022
Q3 | – | Sell |
-248
| Closed | -$5K | – | 3025 |
|
|
2022
Q2 | $5K | Buy |
248
+121
| +95% | +$2.44K | ﹤0.01% | 4091 |
|
|
2022
Q1 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 4357 |
|