CAPTRUST Financial Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,319
| Closed | -$296K | – | 2601 |
|
|
2025
Q1 | $296K | Buy |
+4,319
| New | +$296K | ﹤0.01% | 1955 |
|
|
2024
Q1 | – | Sell |
-4,265
| Closed | -$247K | – | 2684 |
|
|
2023
Q4 | $247K | Buy |
+4,265
| New | +$247K | ﹤0.01% | 2243 |
|
|
2022
Q3 | – | Sell |
-1,759
| Closed | -$56K | – | 4126 |
|
|
2022
Q2 | $56K | Buy |
1,759
+225
| +15% | +$7.16K | ﹤0.01% | 2659 |
|
|
2022
Q1 | $76K | Buy |
1,534
+61
| +4% | +$3.02K | ﹤0.01% | 2482 |
|
|
2021
Q4 | $94K | Buy |
1,473
+307
| +26% | +$19.6K | ﹤0.01% | 2213 |
|
|
2021
Q3 | $103K | Buy |
1,166
+10
| +0.9% | +$883 | ﹤0.01% | 2056 |
|
|
2021
Q2 | $141K | Buy |
1,156
+91
| +9% | +$11.1K | ﹤0.01% | 1776 |
|
|
2021
Q1 | $138K | Sell |
1,065
-25
| -2% | -$3.24K | ﹤0.01% | 1745 |
|
|
2020
Q4 | $141K | Sell |
1,090
-4
| -0.4% | -$517 | ﹤0.01% | 1350 |
|
|
2020
Q3 | $118K | Sell |
1,094
-244
| -18% | -$26.3K | ﹤0.01% | 1271 |
|
|
2020
Q2 | $79K | Sell |
1,338
-7,493
| -85% | -$442K | ﹤0.01% | 1434 |
|
|
2020
Q1 | $278K | Sell |
8,831
-1,029
| -10% | -$32.4K | 0.01% | 751 |
|
|
2019
Q4 | $446K | Buy |
+9,860
| New | +$446K | 0.01% | 717 |
|
|
2018
Q4 | – | Sell |
-193
| Closed | -$9K | – | 1692 |
|
|
2018
Q3 | $9K | Buy |
+193
| New | +$9K | ﹤0.01% | 1261 |
|