CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Sabesp SBS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SBS Stock Details SBS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
2022
Q3 		– Sell
2022
Q2 		$4K Sell
2022
Q1 		$50K Buy
2021
Q4 		$21K Sell
2021
Q3 		$32K Hold
2021
Q2 		$34K Hold
2021
Q1 		$33K Buy
2020
Q4 		$35K Sell
2020
Q3 		$35K Sell
2020
Q2 		$49K Buy