CAPTRUST Financial Advisors’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
13,054
+1,581
| +14% | +$62.9K | ﹤0.01% | 1712 |
|
|
2025
Q1 | $440K | Buy |
11,473
+437
| +4% | +$16.8K | ﹤0.01% | 1713 |
|
|
2024
Q4 | $482K | Buy |
11,036
+796
| +8% | +$34.8K | ﹤0.01% | 1626 |
|
|
2024
Q3 | $493K | Buy |
10,240
+1,463
| +17% | +$70.4K | ﹤0.01% | 1577 |
|
|
2024
Q2 | $296K | Buy |
+8,777
| New | +$296K | ﹤0.01% | 1823 |
|