CAPTRUST Financial Advisors
PFPT

CAPTRUST Financial Advisors’s Proofpoint, Inc. PFPT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-249
Closed -$43K 4909
2021
Q2
$43K Sell
249
-2,522
-91% -$436K ﹤0.01% 2617
2021
Q1
$349K Sell
2,771
-7
-0.3% -$882 ﹤0.01% 1150
2020
Q4
$379K Buy
2,778
+592
+27% +$80.8K 0.01% 936
2020
Q3
$228K Buy
2,186
+225
+11% +$23.5K ﹤0.01% 980
2020
Q2
$223K Buy
1,961
+393
+25% +$44.7K ﹤0.01% 985
2020
Q1
$158K Buy
+1,568
New +$158K ﹤0.01% 948
2019
Q4
Sell
-87
Closed -$11K 1980
2019
Q3
$11K Hold
87
﹤0.01% 1482
2019
Q2
$10K Hold
87
﹤0.01% 1509
2019
Q1
$11K Buy
+87
New +$11K ﹤0.01% 1372
2017
Q1
Sell
-558
Closed -$39K 194
2016
Q4
$39K Buy
+558
New +$39K ﹤0.01% 119