CAPTRUST Financial Advisors
RAMP icon

CAPTRUST Financial Advisors’s LiveRamp RAMP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio RAMP Stock Details RAMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,826
Closed -$200K – 3106
2025
Q4 		$200K Buy
+6,826
New +$196K ﹤0.01% 2524
2022
Q3 		– Sell
-3,020
Closed -$78K – 3585
2022
Q2 		$78K Buy
3,020
+1,476
+96% +$43.8K ﹤0.01% 2401
2022
Q1 		$58K Sell
1,544
-32
-2% -$1.34K ﹤0.01% 2680
2021
Q4 		$76K Buy
1,576
+153
+11% +$7.71K ﹤0.01% 2359
2021
Q3 		$67K Buy
1,423
+56
+4% +$2.53K ﹤0.01% 2383
2021
Q2 		$64K Sell
1,367
-25
-2% -$1.2K ﹤0.01% 2354
2021
Q1 		$72K Buy
1,392
+1,262
+971% +$86K ﹤0.01% 2180
2020
Q4 		$10K Hold
130
– – ﹤0.01% 2577
2020
Q3 		$7K Buy
+130
New +$6.5K ﹤0.01% 2432
2018
Q3 		– Sell
-5
Closed – – 1676
2018
Q2 		$0 Buy
+5
New +$137 ﹤0.01% 1587

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