CAPTRUST Financial Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $173K | Buy |
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|
2025
Q2 | $181K | Sell |
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|
2025
Q1 | $168K | Sell |
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|
2024
Q4 | $199K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $179K | Buy |
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|
2022
Q2 | $164K | Buy |
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|
2022
Q1 | $106K | Sell |
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|
2021
Q4 | $136K | Sell |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $85K | Buy |
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|
2021
Q1 | $56K | Buy |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q3 | $2K | Buy |
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