CAPTRUST Financial Advisors’s Gores Guggenheim PSNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.8K | Buy |
58,700
+17,700
| +43% | +$18.9K | ﹤0.01% | 2409 |
|
|
2025
Q1 | $43.1K | Sell |
41,000
-1,510
| -4% | -$1.59K | ﹤0.01% | 2289 |
|
|
2024
Q4 | $44.6K | Sell |
42,510
-4,105
| -9% | -$4.31K | ﹤0.01% | 2242 |
|
|
2024
Q3 | $80.2K | Buy |
46,615
+25,930
| +125% | +$44.6K | ﹤0.01% | 2211 |
|
|
2024
Q2 | $16.3K | Hold |
20,685
| – | – | ﹤0.01% | 2176 |
|
|
2024
Q1 | $31.9K | Sell |
20,685
-3,090
| -13% | -$4.76K | ﹤0.01% | 2105 |
|
|
2023
Q4 | $53.7K | Sell |
23,775
-810
| -3% | -$1.83K | ﹤0.01% | 2583 |
|
|
2023
Q3 | $64.9K | Buy |
24,585
+9,825
| +67% | +$25.9K | ﹤0.01% | 2461 |
|
|
2023
Q2 | $56.4K | Buy |
+14,760
| New | +$56.4K | ﹤0.01% | 2423 |
|