CAPTRUST Financial Advisors’s Telephone and Data Systems TDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
5,808
-75
| -1% | -$2.67K | ﹤0.01% | 2286 |
|
|
2025
Q1 | $228K | Sell |
5,883
-218
| -4% | -$8.45K | ﹤0.01% | 2102 |
|
|
2024
Q4 | $208K | Buy |
+6,101
| New | +$208K | ﹤0.01% | 2125 |
|
|
2024
Q1 | – | Sell |
-20,295
| Closed | -$372K | – | 2619 |
|
|
2023
Q4 | $372K | Sell |
20,295
-1,185
| -6% | -$21.7K | ﹤0.01% | 1965 |
|
|
2023
Q3 | $393K | Buy |
21,480
+4,741
| +28% | +$86.8K | ﹤0.01% | 1810 |
|
|
2023
Q2 | $138K | Buy |
16,739
+2,201
| +15% | +$18.1K | ﹤0.01% | 2340 |
|
|
2023
Q1 | $153K | Buy |
14,538
+2,424
| +20% | +$25.5K | ﹤0.01% | 2102 |
|
|
2022
Q4 | $127K | Sell |
12,114
-3,542
| -23% | -$37.2K | ﹤0.01% | 2024 |
|
|
2022
Q3 | $218K | Buy |
15,656
+12,505
| +397% | +$174K | ﹤0.01% | 1769 |
|
|
2022
Q2 | $50K | Sell |
3,151
-4,259
| -57% | -$67.6K | ﹤0.01% | 2762 |
|
|
2022
Q1 | $140K | Buy |
7,410
+4,844
| +189% | +$91.5K | ﹤0.01% | 1999 |
|
|
2021
Q4 | $52K | Sell |
2,566
-213
| -8% | -$4.32K | ﹤0.01% | 2637 |
|
|
2021
Q3 | $54K | Buy |
2,779
+181
| +7% | +$3.52K | ﹤0.01% | 2530 |
|
|
2021
Q2 | $59K | Buy |
2,598
+81
| +3% | +$1.84K | ﹤0.01% | 2412 |
|
|
2021
Q1 | $58K | Buy |
2,517
+2,322
| +1,191% | +$53.5K | ﹤0.01% | 2333 |
|
|
2020
Q4 | $4K | Sell |
195
-365
| -65% | -$7.49K | ﹤0.01% | 2939 |
|
|
2020
Q3 | $10K | Buy |
560
+90
| +19% | +$1.61K | ﹤0.01% | 2285 |
|
|
2020
Q2 | $9K | Buy |
+470
| New | +$9K | ﹤0.01% | 2227 |
|
|
2019
Q4 | – | Sell |
-766
| Closed | -$20K | – | 1723 |
|
|
2019
Q3 | $20K | Sell |
766
-2,779
| -78% | -$72.6K | ﹤0.01% | 1307 |
|
|
2019
Q2 | $108K | Sell |
3,545
-7,862
| -69% | -$240K | ﹤0.01% | 734 |
|
|
2019
Q1 | $351K | Sell |
11,407
-5,995
| -34% | -$184K | 0.01% | 412 |
|
|
2018
Q4 | $566K | Sell |
17,402
-2,030
| -10% | -$66K | 0.03% | 290 |
|
|
2018
Q3 | $591K | Buy |
19,432
+132
| +0.7% | +$4.02K | 0.03% | 286 |
|
|
2018
Q2 | $529K | Buy |
+19,300
| New | +$529K | 0.03% | 248 |
|