CAPTRUST Financial Advisors’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $150K | Sell |
28,671
-8,002
| -22% | -$41.9K | ﹤0.01% | 2348 |
|
2025
Q1 | $171K | Buy |
+36,673
| New | +$171K | ﹤0.01% | 2187 |
|
2024
Q4 | – | Sell |
-34,241
| Closed | -$166K | – | 2398 |
|
2024
Q3 | $166K | Buy |
34,241
+5,191
| +18% | +$25.2K | ﹤0.01% | 2163 |
|
2024
Q2 | $122K | Buy |
29,050
+5,856
| +25% | +$24.7K | ﹤0.01% | 2098 |
|
2024
Q1 | $102K | Sell |
23,194
-14,871
| -39% | -$65.6K | ﹤0.01% | 2055 |
|
2023
Q4 | $148K | Buy |
38,065
+2,740
| +8% | +$10.7K | ﹤0.01% | 2469 |
|
2023
Q3 | $144K | Buy |
35,325
+3,923
| +12% | +$16K | ﹤0.01% | 2370 |
|
2023
Q2 | $127K | Buy |
31,402
+2,081
| +7% | +$8.39K | ﹤0.01% | 2349 |
|
2023
Q1 | $125K | Sell |
29,321
-241
| -0.8% | -$1.03K | ﹤0.01% | 2132 |
|
2022
Q4 | $106K | Buy |
29,562
+15,500
| +110% | +$55.3K | ﹤0.01% | 2045 |
|
2022
Q3 | $46K | Buy |
14,062
+1,728
| +14% | +$5.65K | ﹤0.01% | 1991 |
|
2022
Q2 | $63K | Buy |
12,334
+1,892
| +18% | +$9.66K | ﹤0.01% | 2562 |
|
2022
Q1 | $49K | Buy |
10,442
+4,896
| +88% | +$23K | ﹤0.01% | 2793 |
|
2021
Q4 | $23K | Buy |
5,546
+977
| +21% | +$4.05K | ﹤0.01% | 3209 |
|
2021
Q3 | $20K | Hold |
4,569
| – | – | ﹤0.01% | 3179 |
|
2021
Q2 | $20K | Sell |
4,569
-87
| -2% | -$381 | ﹤0.01% | 3117 |
|
2021
Q1 | $19K | Buy |
4,656
+1,480
| +47% | +$6.04K | ﹤0.01% | 3046 |
|
2020
Q4 | $11K | Sell |
3,176
-177
| -5% | -$613 | ﹤0.01% | 2536 |
|
2020
Q3 | $10K | Buy |
+3,353
| New | +$10K | ﹤0.01% | 2286 |
|