Integrated Wealth Concepts’s Capital City Bank Group CCBG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
8,063
+67
| +0.8% | +$2.64K | ﹤0.01% | 1520 |
|
|
2025
Q1 | $288K | Buy |
7,996
+34
| +0.4% | +$1.22K | ﹤0.01% | 1425 |
|
|
2024
Q4 | $292K | Buy |
7,962
+1,313
| +20% | +$48.1K | ﹤0.01% | 1386 |
|
|
2024
Q3 | $235K | Buy |
+6,649
| New | +$235K | ﹤0.01% | 1488 |
|
|
2023
Q1 | – | Sell |
-6,428
| Closed | -$209K | – | 1354 |
|
|
2022
Q4 | $209K | Buy |
+6,428
| New | +$209K | 0.01% | 931 |
|