CAPTRUST Financial Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
7,324
+838
| +13% | +$32.2K | ﹤0.01% | 2104 |
|
|
2025
Q1 | $293K | Sell |
6,486
-1,128
| -15% | -$50.9K | ﹤0.01% | 1958 |
|
|
2024
Q4 | $299K | Sell |
7,614
-500
| -6% | -$19.6K | ﹤0.01% | 1917 |
|
|
2024
Q3 | $366K | Buy |
+8,114
| New | +$366K | ﹤0.01% | 1768 |
|
|
2024
Q2 | – | Sell |
-4,620
| Closed | -$217K | – | 2235 |
|
|
2024
Q1 | $217K | Sell |
4,620
-4,864
| -51% | -$229K | ﹤0.01% | 1961 |
|
|
2023
Q4 | $466K | Sell |
9,484
-1,385
| -13% | -$68K | ﹤0.01% | 1784 |
|
|
2023
Q3 | $493K | Buy |
+10,869
| New | +$493K | ﹤0.01% | 1660 |
|
|
2023
Q1 | – | Sell |
-4,896
| Closed | -$215K | – | 2361 |
|
|
2022
Q4 | $215K | Buy |
+4,896
| New | +$215K | ﹤0.01% | 1902 |
|