CAPTRUST Financial Advisors’s Rafael Holdings RFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4K | Buy |
+10,036
| New | +$17.4K | ﹤0.01% | 2474 |
|
|
2022
Q3 | – | Sell |
-1,394
| Closed | -$3K | – | 3619 |
|
|
2022
Q2 | $3K | Sell |
1,394
-4,172
| -75% | -$8.98K | ﹤0.01% | 4333 |
|
|
2022
Q1 | $14K | Buy |
5,566
+3,846
| +224% | +$9.67K | ﹤0.01% | 3617 |
|
|
2021
Q4 | $9K | Buy |
1,720
+1,174
| +215% | +$6.14K | ﹤0.01% | 3788 |
|
|
2021
Q3 | $17K | Buy |
546
+39
| +8% | +$1.21K | ﹤0.01% | 3281 |
|
|
2021
Q2 | $26K | Hold |
507
| – | – | ﹤0.01% | 2941 |
|
|
2021
Q1 | $20K | Buy |
+507
| New | +$20K | ﹤0.01% | 3002 |
|