Corient Private Wealth’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Hold |
25,441
| – | – | ﹤0.01% | 1767 |
|
|
2025
Q1 | $625K | Hold |
25,441
| – | – | ﹤0.01% | 1491 |
|
|
2024
Q4 | $560K | Hold |
25,441
| – | – | ﹤0.01% | 1559 |
|
|
2024
Q3 | $527K | Hold |
25,441
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q2 | $505K | Buy |
25,441
+5,000
| +24% | +$99.3K | ﹤0.01% | 1632 |
|
|
2024
Q1 | $466K | Hold |
20,441
| – | – | ﹤0.01% | 1660 |
|
|
2023
Q4 | $466K | Buy |
20,441
+441
| +2% | +$10.1K | ﹤0.01% | 1645 |
|
|
2023
Q3 | $434K | Hold |
20,000
| – | – | ﹤0.01% | 1564 |
|
|
2023
Q2 | $394K | Hold |
20,000
| – | – | ﹤0.01% | 1568 |
|
|
2023
Q1 | $430K | Buy |
+20,000
| New | +$430K | ﹤0.01% | 1440 |
|