CAPTRUST Financial Advisors’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
11,753
+4,336
| +58% | +$727K | ﹤0.01% | 972 |
|
|
2025
Q1 | $955K | Sell |
7,417
-430
| -5% | -$55.4K | ﹤0.01% | 1296 |
|
|
2024
Q4 | $1.14M | Sell |
7,847
-183
| -2% | -$26.6K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $1.28M | Buy |
8,030
+292
| +4% | +$46.6K | ﹤0.01% | 1047 |
|
|
2024
Q2 | $1.1M | Buy |
7,738
+492
| +7% | +$69.9K | ﹤0.01% | 1084 |
|
|
2024
Q1 | $892K | Buy |
7,246
+562
| +8% | +$69.2K | ﹤0.01% | 1191 |
|
|
2023
Q4 | $675K | Buy |
6,684
+475
| +8% | +$48K | ﹤0.01% | 1523 |
|
|
2023
Q3 | $505K | Buy |
6,209
+1,624
| +35% | +$132K | ﹤0.01% | 1641 |
|
|
2023
Q2 | $390K | Sell |
4,585
-216
| -4% | -$18.4K | ﹤0.01% | 1784 |
|
|
2023
Q1 | $339K | Buy |
4,801
+13
| +0.3% | +$918 | ﹤0.01% | 1661 |
|
|
2022
Q4 | $314K | Buy |
4,788
+121
| +3% | +$7.94K | ﹤0.01% | 1614 |
|
|
2022
Q3 | $258K | Sell |
4,667
-41
| -0.9% | -$2.27K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $249K | Buy |
4,708
+374
| +9% | +$19.8K | ﹤0.01% | 1543 |
|
|
2022
Q1 | $214K | Buy |
4,334
+1,579
| +57% | +$78K | ﹤0.01% | 1677 |
|
|
2021
Q4 | $164K | Buy |
2,755
+84
| +3% | +$5K | ﹤0.01% | 1781 |
|
|
2021
Q3 | $143K | Buy |
2,671
+231
| +9% | +$12.4K | ﹤0.01% | 1795 |
|
|
2021
Q2 | $149K | Hold |
2,440
| – | – | ﹤0.01% | 1735 |
|
|
2021
Q1 | $142K | Buy |
2,440
+419
| +21% | +$24.4K | ﹤0.01% | 1719 |
|
|
2020
Q4 | $110K | Buy |
2,021
+45
| +2% | +$2.45K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $93K | Buy |
1,976
+40
| +2% | +$1.88K | ﹤0.01% | 1369 |
|
|
2020
Q2 | $77K | Buy |
+1,936
| New | +$77K | ﹤0.01% | 1444 |
|
|
2019
Q4 | – | Sell |
-278
| Closed | -$11K | – | 1691 |
|
|
2019
Q3 | $11K | Hold |
278
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q2 | $9K | Hold |
278
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q1 | $10K | Buy |
+278
| New | +$10K | ﹤0.01% | 1390 |
|