CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Gores Guggenheim PSNY Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PSNY Stock Details PSNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$62.8K Buy
2025
Q1 		$43K Sell
2024
Q4 		$44.6K Sell
2024
Q3 		$80.2K Buy
2024
Q2 		$16.3K Hold
2024
Q1 		$31.9K Sell
2023
Q4 		$53.7K Sell
2023
Q3 		$64.9K Buy
2023
Q2 		$56.4K Buy