CAPTRUST Financial Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.98M | Buy |
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|
2025
Q2 | $2.32M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $956K | Sell |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $898K | Sell |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $981K | Sell |
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|
2022
Q2 | $848K | Buy |
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|
2022
Q1 | $621K | Sell |
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|
2021
Q4 | $863K | Sell |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $633K | Buy |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $45K | Sell |
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|
2020
Q2 | $198K | Hold |
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|
2020
Q1 | $151K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $150K | Hold |
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|
2019
Q2 | $146K | Buy |
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|
2019
Q1 | $131K | Buy |
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