CAPTRUST Financial Advisors
YOU icon

CAPTRUST Financial Advisors’s Clear Secure YOU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio YOU Stock Details YOU Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$275K Buy
2023
Q4 		– Sell
2023
Q3 		$238K Buy
2023
Q2 		$248K Buy
2022
Q3 		– Sell
2022
Q2 		$40K Hold
2022
Q1 		$54K Hold
2021
Q4 		$63K Sell
2021
Q3 		$99K Buy