CAPTRUST Financial Advisors’s Phinia Inc PHIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Buy
6,807
+101
+2% +$4.49K ﹤0.01% 2049
2025
Q1
$285K Sell
6,706
-448
-6% -$19K ﹤0.01% 1969
2024
Q4
$345K Sell
7,154
-3,139
-30% -$151K ﹤0.01% 1819
2024
Q3
$474K Sell
10,293
-1,141
-10% -$52.5K ﹤0.01% 1601
2024
Q2
$450K Sell
11,434
-460
-4% -$18.1K ﹤0.01% 1559
2024
Q1
$457K Sell
11,894
-4,618
-28% -$177K ﹤0.01% 1535
2023
Q4
$500K Buy
+16,512
New +$500K ﹤0.01% 1738