CAPTRUST Financial Advisors’s Iovance Biotherapeutics IOVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9K | Buy |
23,768
+645
| +3% | +$1.11K | ﹤0.01% | 2446 |
|
|
2025
Q1 | $77K | Sell |
23,123
-5,615
| -20% | -$18.7K | ﹤0.01% | 2259 |
|
|
2024
Q4 | $213K | Sell |
28,738
-20,868
| -42% | -$154K | ﹤0.01% | 2112 |
|
|
2024
Q3 | $466K | Buy |
49,606
+24,171
| +95% | +$227K | ﹤0.01% | 1609 |
|
|
2024
Q2 | $204K | Sell |
25,435
-24,589
| -49% | -$197K | ﹤0.01% | 2031 |
|
|
2024
Q1 | $741K | Buy |
50,024
+14,556
| +41% | +$216K | ﹤0.01% | 1290 |
|
|
2023
Q4 | $288K | Buy |
+35,468
| New | +$288K | ﹤0.01% | 2137 |
|
|
2022
Q3 | – | Sell |
-1,474
| Closed | -$16K | – | 3040 |
|
|
2022
Q2 | $16K | Sell |
1,474
-340
| -19% | -$3.69K | ﹤0.01% | 3495 |
|
|
2022
Q1 | $30K | Buy |
1,814
+496
| +38% | +$8.2K | ﹤0.01% | 3147 |
|
|
2021
Q4 | $25K | Sell |
1,318
-81
| -6% | -$1.54K | ﹤0.01% | 3139 |
|
|
2021
Q3 | $34K | Buy |
1,399
+339
| +32% | +$8.24K | ﹤0.01% | 2827 |
|
|
2021
Q2 | $28K | Buy |
1,060
+81
| +8% | +$2.14K | ﹤0.01% | 2884 |
|
|
2021
Q1 | $31K | Buy |
979
+279
| +40% | +$8.84K | ﹤0.01% | 2722 |
|
|
2020
Q4 | $32K | Hold |
700
| – | – | ﹤0.01% | 2035 |
|
|
2020
Q3 | $24K | Hold |
700
| – | – | ﹤0.01% | 1894 |
|
|
2020
Q2 | $20K | Buy |
+700
| New | +$20K | ﹤0.01% | 1938 |
|