CAPTRUST Financial Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $763K | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $870K | Buy |
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|
2022
Q2 | $944K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $996K | Sell |
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|
2021
Q3 | $1.03M | Hold |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $911K | Hold |
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|
2020
Q3 | $857K | Sell |
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|
2020
Q2 | $863K | Sell |
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|
2020
Q1 | $716K | Sell |
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|
2019
Q4 | $949K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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