CAPTRUST Financial Advisors’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-51,534	Closed	-$1.43M	–	2416
2022 Q4	$1.43M	Hold	51,534	–	–	0.01%	822
2022 Q3	$1.34M	Buy	51,534 +22,300	+76%	+$568K	0.01%	809
2022 Q2	$586K	Buy	+29,234	New	+$643K	﹤0.01%	1074