CAPTRUST Financial Advisors’s Perion Network PERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Buy |
155,185
+35,635
| +30% | +$323K | ﹤0.01% | 1339 |
|
|
2025
Q4 | $1.15M | Hold |
119,550
| – | – | ﹤0.01% | 1416 |
|
|
2025
Q3 | $1.15M | Buy |
119,550
+16,100
| +16% | +$161K | ﹤0.01% | 1346 |
|
|
2025
Q2 | $1.05M | Buy |
103,450
+100
| +0.1% | +$955 | ﹤0.01% | 1325 |
|
|
2025
Q1 | $841K | Buy |
103,350
+1,945
| +2% | +$17K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $859K | Sell |
101,405
-2,360
| -2% | -$19.8K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $818K | Buy |
103,765
+37,005
| +55% | +$310K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $557K | Buy |
66,760
+5,835
| +10% | +$70.8K | ﹤0.01% | 1448 |
|
|
2024
Q1 | $1.37M | Buy |
60,925
+52,367
| +612% | +$1.33M | 0.01% | 966 |
|
|
2023
Q4 | $264K | Hold |
8,558
| – | – | ﹤0.01% | 2197 |
|
|
2023
Q3 | $262K | Sell |
8,558
-61,757
| -88% | -$2.07M | ﹤0.01% | 2088 |
|
|
2023
Q2 | $2.16M | Buy |
70,315
+61,585
| +705% | +$2.12M | 0.01% | 801 |
|
|
2023
Q1 | $346K | Buy |
8,730
+200
| +2% | +$6.66K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $216K | Sell |
8,530
-69,465
| -89% | -$1.69M | ﹤0.01% | 1900 |
|
|
2022
Q3 | $1.5M | Hold |
77,995
| – | – | 0.01% | 768 |
|
|
2022
Q2 | $1.42M | Hold |
77,995
| – | – | 0.01% | 706 |
|
|
2022
Q1 | $1.75M | Sell |
77,995
-995
| -1% | -$21.2K | 0.01% | 634 |
|
|
2021
Q4 | $1.9M | Buy |
78,990
+10,135
| +15% | +$247K | 0.01% | 576 |
|
|
2021
Q3 | $1.19M | Sell |
68,855
-2,450
| -3% | -$46.7K | 0.01% | 683 |
|
|
2021
Q2 | $1.53M | Hold |
71,305
| – | – | 0.01% | 579 |
|
|
2021
Q1 | $1.28M | Sell |
71,305
-30,960
| -30% | -$559K | 0.01% | 601 |
|
|
2020
Q4 | $1.3M | Buy |
102,265
+17,100
| +20% | +$151K | 0.02% | 521 |
|
|
2020
Q3 | $597K | Hold |
85,165
| – | – | 0.01% | 666 |
|
|
2020
Q2 | $436K | Buy |
+85,165
| New | +$435K | 0.01% | 754 |
|
Other funds holding PERI
PCMF
HIIFS
VB
VCM
MIFH
CM
SFM
VFT