CAPTRUST Financial Advisors’s Perion Network PERI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
103,450
+100
| +0.1% | +$1.02K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $841K | Buy |
103,350
+1,945
| +2% | +$15.8K | ﹤0.01% | 1374 |
|
|
2024
Q4 | $859K | Sell |
101,405
-2,360
| -2% | -$20K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $818K | Buy |
103,765
+37,005
| +55% | +$292K | ﹤0.01% | 1307 |
|
|
2024
Q2 | $557K | Buy |
66,760
+5,835
| +10% | +$48.7K | ﹤0.01% | 1448 |
|
|
2024
Q1 | $1.37M | Buy |
60,925
+52,367
| +612% | +$1.18M | 0.01% | 966 |
|
|
2023
Q4 | $264K | Hold |
8,558
| – | – | ﹤0.01% | 2197 |
|
|
2023
Q3 | $262K | Sell |
8,558
-61,757
| -88% | -$1.89M | ﹤0.01% | 2088 |
|
|
2023
Q2 | $2.16M | Buy |
70,315
+61,585
| +705% | +$1.89M | 0.01% | 801 |
|
|
2023
Q1 | $346K | Buy |
8,730
+200
| +2% | +$7.92K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $216K | Sell |
8,530
-69,465
| -89% | -$1.76M | ﹤0.01% | 1900 |
|
|
2022
Q3 | $1.51M | 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% | -$22.4K | 0.01% | 634 |
|
|
2021
Q4 | $1.9M | Buy |
78,990
+10,135
| +15% | +$244K | 0.01% | 576 |
|
|
2021
Q3 | $1.19M | Sell |
68,855
-2,450
| -3% | -$42.4K | 0.01% | 683 |
|
|
2021
Q2 | $1.53M | Hold |
71,305
| – | – | 0.01% | 579 |
|
|
2021
Q1 | $1.28M | Sell |
71,305
-30,960
| -30% | -$554K | 0.01% | 601 |
|
|
2020
Q4 | $1.3M | Buy |
102,265
+17,100
| +20% | +$218K | 0.02% | 521 |
|
|
2020
Q3 | $597K | Hold |
85,165
| – | – | 0.01% | 666 |
|
|
2020
Q2 | $436K | Buy |
+85,165
| New | +$436K | 0.01% | 754 |
|