CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s LegalZoom.com LZ Stock Holding History

CAPTRUST Financial Advisors’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$498K Buy
2025
Q1 		$172K Buy
2024
Q3 		– Sell
2024
Q2 		$85.2K Buy
2022
Q3 		– Sell
2022
Q2 		$9K Sell
2022
Q1 		$24K Buy
2021
Q4 		$1K Sell
2021
Q3 		$135K Buy