CAPTRUST Financial Advisors’s EchoStar SATS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
14,839
+978
| +7% | +$27.1K | ﹤0.01% | 1854 |
|
|
2025
Q1 | $355K | Sell |
13,861
-7,874
| -36% | -$201K | ﹤0.01% | 1850 |
|
|
2024
Q4 | $498K | Buy |
21,735
+146
| +0.7% | +$3.34K | ﹤0.01% | 1604 |
|
|
2024
Q3 | $536K | Buy |
21,589
+772
| +4% | +$19.2K | ﹤0.01% | 1533 |
|
|
2024
Q2 | $371K | Sell |
20,817
-43
| -0.2% | -$766 | ﹤0.01% | 1678 |
|
|
2024
Q1 | $297K | Buy |
+20,860
| New | +$297K | ﹤0.01% | 1780 |
|
|
2022
Q3 | – | Sell |
-1,128
| Closed | -$22K | – | 3678 |
|
|
2022
Q2 | $22K | Buy |
1,128
+314
| +39% | +$6.12K | ﹤0.01% | 3321 |
|
|
2022
Q1 | $20K | Sell |
814
-46
| -5% | -$1.13K | ﹤0.01% | 3394 |
|
|
2021
Q4 | $23K | Buy |
860
+467
| +119% | +$12.5K | ﹤0.01% | 3208 |
|
|
2021
Q3 | $10K | Sell |
393
-197
| -33% | -$5.01K | ﹤0.01% | 3618 |
|
|
2021
Q2 | $14K | Buy |
590
+344
| +140% | +$8.16K | ﹤0.01% | 3352 |
|
|
2021
Q1 | $6K | Buy |
246
+238
| +2,975% | +$5.81K | ﹤0.01% | 3668 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 3497 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 3205 |
|
|
2020
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2890 |
|
|
2018
Q4 | – | Sell |
-179
| Closed | -$7K | – | 1663 |
|
|
2018
Q3 | $7K | Hold |
179
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q2 | $6K | Hold |
179
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q1 | $8K | Sell |
179
-25
| -12% | -$1.12K | ﹤0.01% | 1087 |
|
|
2017
Q4 | $10K | Buy |
+204
| New | +$10K | ﹤0.01% | 994 |
|