CAPTRUST Financial Advisors
PFHD

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

CAPTRUST Financial Advisors’s Portfolio PFHD Stock Details PFHD Fund Activity
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

CAPTRUST Financial Advisors's PFHD Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of Professional Holding Corp. Class A Common stock (PFHD) in Q1 2023, closing a stake of 51,534 shares — an estimated $1.43M sold.

CAPTRUST Financial Advisors first reported a position in PFHD in Q2 2022 and held it in 3 quarters. The position peaked at $1.43M in Q4 2022. 0 funds tracked by Wall St. Rank hold PFHD as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining Professional Holding Corp. Class A Common stock position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 51,534 Professional Holding Corp. Class A Common stock shares in Q1 2023, an estimated $1.43M.
  • CAPTRUST Financial Advisors first reported a position in Professional Holding Corp. Class A Common stock in Q2 2022 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Professional Holding Corp. Class A Common stock position peaked at $1.43M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Professional Holding Corp. Class A Common stock as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.