IAA
Independent Advisor Alliance’s Capital City Bank Group CCBG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
+40,721
| New | +$1.6M | 0.05% | 323 |
|
|
2024
Q3 | – | Sell |
-8,619
| Closed | -$245K | – | 714 |
|
|
2024
Q2 | $245K | Sell |
8,619
-2,700
| -24% | -$76.8K | 0.01% | 623 |
|
|
2024
Q1 | $314K | Hold |
11,319
| – | – | 0.01% | 557 |
|
|
2023
Q4 | $333K | Sell |
11,319
-5,688
| -33% | -$167K | 0.01% | 526 |
|
|
2023
Q3 | $507K | Sell |
17,007
-3,000
| -15% | -$89.5K | 0.02% | 411 |
|
|
2023
Q2 | $613K | Hold |
20,007
| – | – | 0.03% | 385 |
|
|
2023
Q1 | $586K | Sell |
20,007
-10,000
| -33% | -$293K | 0.03% | 390 |
|
|
2022
Q4 | $975 | Buy |
30,007
+22,406
| +295% | +$728 | ﹤0.01% | 302 |
|
|
2022
Q3 | $236K | Buy |
+7,601
| New | +$236K | 0.01% | 545 |
|
|
2021
Q3 | – | Sell |
-199,701
| Closed | -$5.15M | – | 638 |
|
|
2021
Q2 | $5.15M | Buy |
199,701
+393
| +0.2% | +$10.1K | 0.28% | 91 |
|
|
2021
Q1 | $5.19M | Buy |
+199,308
| New | +$5.19M | 0.31% | 85 |
|
|
2020
Q1 | – | Sell |
-156,751
| Closed | -$4.78M | – | 458 |
|
|
2019
Q4 | $4.78M | Hold |
156,751
| – | – | 0.21% | 112 |
|
|
2019
Q3 | $4.67M | Hold |
156,751
| – | – | 0.57% | 35 |
|
|
2019
Q2 | $37K | Sell |
156,751
-163,174
| -51% | -$38.5K | 0.01% | 402 |
|
|
2019
Q1 | $6.97M | Buy |
+319,925
| New | +$6.97M | 0.98% | 24 |
|