CAPTRUST Financial Advisors’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,076
| Closed | -$585K | – | 2560 |
|
|
2025
Q1 | $585K | Buy |
+19,076
| New | +$585K | ﹤0.01% | 1565 |
|
|
2024
Q3 | – | Sell |
-15,108
| Closed | -$529K | – | 2334 |
|
|
2024
Q2 | $529K | Buy |
15,108
+4,166
| +38% | +$146K | ﹤0.01% | 1470 |
|
|
2024
Q1 | $474K | Buy |
10,942
+6,891
| +170% | +$298K | ﹤0.01% | 1511 |
|
|
2023
Q4 | $222K | Buy |
+4,051
| New | +$222K | ﹤0.01% | 2320 |
|
|
2022
Q3 | – | Sell |
-1,097
| Closed | -$58K | – | 3217 |
|
|
2022
Q2 | $58K | Sell |
1,097
-746
| -40% | -$39.4K | ﹤0.01% | 2629 |
|
|
2022
Q1 | $107K | Buy |
1,843
+1,035
| +128% | +$60.1K | ﹤0.01% | 2214 |
|
|
2021
Q4 | $56K | Sell |
808
-1,092
| -57% | -$75.7K | ﹤0.01% | 2580 |
|
|
2021
Q3 | $133K | Buy |
1,900
+1,092
| +135% | +$76.4K | ﹤0.01% | 1848 |
|
|
2021
Q2 | $59K | Sell |
808
-2,237
| -73% | -$163K | ﹤0.01% | 2411 |
|
|
2021
Q1 | $243K | Sell |
3,045
-965
| -24% | -$77K | ﹤0.01% | 1338 |
|
|
2020
Q4 | $250K | Buy |
4,010
+270
| +7% | +$16.8K | ﹤0.01% | 1103 |
|
|
2020
Q3 | $193K | Hold |
3,740
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q2 | $191K | Sell |
3,740
-1,103
| -23% | -$56.3K | ﹤0.01% | 1055 |
|
|
2020
Q1 | $119K | Sell |
4,843
-1,040
| -18% | -$25.6K | ﹤0.01% | 1055 |
|
|
2019
Q4 | $241K | Buy |
+5,883
| New | +$241K | ﹤0.01% | 912 |
|