CAPTRUST Financial Advisors’s ProShares Ultra S&P500 SSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $126K | Buy |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $103K | Hold |
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|
2021
Q1 | $88K | Hold |
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|
2020
Q4 | $79K | Sell |
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|
2020
Q3 | $170K | Buy |
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|
2020
Q2 | $54K | Sell |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $105K | Buy |
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|
2019
Q2 | $80K | Buy |
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|
2019
Q1 | $51K | Sell |
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|
2018
Q4 | $77K | Buy |
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|
2018
Q3 | $55K | Hold |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $47K | Hold |
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|
2017
Q3 | $46K | Buy |
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