CAPTRUST Financial Advisors’s SPX Corp SPXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.69M | Buy |
13,476
+1,808
| +15% | +$388K | ﹤0.01% | 1058 |
|
|
2025
Q4 | $2.33M | Sell |
11,668
-191
| -2% | -$39K | ﹤0.01% | 1023 |
|
|
2025
Q3 | $2.21M | Buy |
11,859
+106
| +0.9% | +$19.6K | ﹤0.01% | 980 |
|
|
2025
Q2 | $1.97M | Buy |
11,753
+4,336
| +58% | +$635K | ﹤0.01% | 972 |
|
|
2025
Q1 | $955K | Sell |
7,417
-430
| -5% | -$61.6K | ﹤0.01% | 1296 |
|
|
2024
Q4 | $1.14M | Sell |
7,847
-183
| -2% | -$29.5K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $1.28M | Buy |
8,030
+292
| +4% | +$44.1K | ﹤0.01% | 1047 |
|
|
2024
Q2 | $1.1M | Buy |
7,738
+492
| +7% | +$64.9K | ﹤0.01% | 1084 |
|
|
2024
Q1 | $892K | Buy |
7,246
+562
| +8% | +$61K | ﹤0.01% | 1191 |
|
|
2023
Q4 | $675K | Buy |
6,684
+475
| +8% | +$41.1K | ﹤0.01% | 1523 |
|
|
2023
Q3 | $505K | Buy |
6,209
+1,624
| +35% | +$131K | ﹤0.01% | 1641 |
|
|
2023
Q2 | $390K | Sell |
4,585
-216
| -4% | -$16.1K | ﹤0.01% | 1784 |
|
|
2023
Q1 | $339K | Buy |
4,801
+13
| +0.3% | +$922 | ﹤0.01% | 1661 |
|
|
2022
Q4 | $314K | Buy |
4,788
+121
| +3% | +$7.92K | ﹤0.01% | 1614 |
|
|
2022
Q3 | $258K | Sell |
4,667
-41
| -0.9% | -$2.35K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $249K | Buy |
4,708
+374
| +9% | +$18.1K | ﹤0.01% | 1543 |
|
|
2022
Q1 | $214K | Buy |
4,334
+1,579
| +57% | +$81.7K | ﹤0.01% | 1677 |
|
|
2021
Q4 | $164K | Buy |
2,755
+84
| +3% | +$5.09K | ﹤0.01% | 1781 |
|
|
2021
Q3 | $143K | Buy |
2,671
+231
| +9% | +$14.2K | ﹤0.01% | 1795 |
|
|
2021
Q2 | $149K | Hold |
2,440
| – | – | ﹤0.01% | 1735 |
|
|
2021
Q1 | $142K | Buy |
2,440
+419
| +21% | +$23.8K | ﹤0.01% | 1719 |
|
|
2020
Q4 | $110K | Buy |
2,021
+45
| +2% | +$2.26K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $93K | Buy |
1,976
+40
| +2% | +$1.69K | ﹤0.01% | 1369 |
|
|
2020
Q2 | $77K | Buy |
+1,936
| New | +$72.9K | ﹤0.01% | 1444 |
|
|
2019
Q4 | – | Sell |
-278
| Closed | -$11K | – | 1689 |
|
|
2019
Q3 | $11K | Hold |
278
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q2 | $9K | Hold |
278
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q1 | $10K | Buy |
+278
| New | +$9.03K | ﹤0.01% | 1390 |
|
Other funds holding SPXC
VPM
VCM
