CAPTRUST Financial Advisors’s Sera Prognostics SERA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
602,277
+100,366
| +20% | +$278K | ﹤0.01% | 1064 |
|
|
2025
Q1 | $1.85M | Buy |
501,911
+14,017
| +3% | +$51.6K | ﹤0.01% | 944 |
|
|
2024
Q4 | $3.97M | Buy |
487,894
+10,673
| +2% | +$86.9K | 0.01% | 600 |
|
|
2024
Q3 | $3.72M | Buy |
477,221
+17
| +0% | +$133 | 0.01% | 613 |
|
|
2024
Q2 | $2.83M | Buy |
477,204
+64,517
| +16% | +$382K | 0.01% | 679 |
|
|
2024
Q1 | $3.76M | Buy |
412,687
+13,104
| +3% | +$119K | 0.01% | 571 |
|
|
2023
Q4 | $2.39M | Sell |
399,583
-23,216
| -5% | -$139K | 0.01% | 836 |
|
|
2023
Q3 | $786K | Buy |
422,799
+41,062
| +11% | +$76.4K | ﹤0.01% | 1345 |
|
|
2023
Q2 | $1.26M | Hold |
381,737
| – | – | 0.01% | 1068 |
|
|
2023
Q1 | $1.46M | Buy |
381,737
+2,500
| +0.7% | +$9.58K | 0.01% | 856 |
|
|
2022
Q4 | $478K | Buy |
379,237
+141,138
| +59% | +$178K | ﹤0.01% | 1365 |
|
|
2022
Q3 | $381K | Buy |
+238,099
| New | +$381K | ﹤0.01% | 1391 |
|