Steward Partners Investment Advisory’s Copart CPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
8,895
+211
| +2% | +$10.4K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $491K | Sell |
8,684
-130
| -1% | -$7.36K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $506K | Buy |
8,814
+1,084
| +14% | +$62.2K | ﹤0.01% | 1155 |
|
|
2024
Q3 | $405K | Buy |
7,730
+253
| +3% | +$13.3K | ﹤0.01% | 1198 |
|
|
2024
Q2 | $405K | Buy |
7,477
+1,059
| +17% | +$57.4K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $372K | Buy |
6,418
+724
| +13% | +$41.9K | ﹤0.01% | 1174 |
|
|
2023
Q4 | $279K | Sell |
5,694
-474
| -8% | -$23.2K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $266K | Buy |
6,168
+416
| +7% | +$17.9K | ﹤0.01% | 1168 |
|
|
2023
Q2 | $262K | Sell |
5,752
-160
| -3% | -$7.3K | ﹤0.01% | 1173 |
|
|
2023
Q1 | $222K | Hold |
5,912
| – | – | ﹤0.01% | 1233 |
|
|
2022
Q4 | $180K | Sell |
5,912
-748
| -11% | -$22.8K | ﹤0.01% | 1288 |
|
|
2022
Q3 | $177K | Sell |
6,660
-868
| -12% | -$23.1K | ﹤0.01% | 1249 |
|
|
2022
Q2 | $204K | Sell |
7,528
-1,896
| -20% | -$51.4K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $296K | Buy |
9,424
+1,232
| +15% | +$38.7K | ﹤0.01% | 1143 |
|
|
2021
Q4 | $311K | Buy |
8,192
+48
| +0.6% | +$1.82K | ﹤0.01% | 1120 |
|
|
2021
Q3 | $282K | Buy |
8,144
+1,128
| +16% | +$39.1K | ﹤0.01% | 1124 |
|
|
2021
Q2 | $231K | Buy |
7,016
+648
| +10% | +$21.3K | ﹤0.01% | 1438 |
|
|
2021
Q1 | $173K | Sell |
6,368
-32
| -0.5% | -$869 | ﹤0.01% | 1363 |
|
|
2020
Q4 | $204K | Buy |
6,400
+1,572
| +33% | +$50.1K | ﹤0.01% | 1063 |
|
|
2020
Q3 | $127K | Sell |
4,828
-84
| -2% | -$2.21K | ﹤0.01% | 1125 |
|
|
2020
Q2 | $102K | Buy |
4,912
+84
| +2% | +$1.74K | ﹤0.01% | 1146 |
|
|
2020
Q1 | $82K | Sell |
4,828
-4
| -0.1% | -$68 | ﹤0.01% | 1066 |
|
|
2019
Q4 | $109K | Hold |
4,832
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q3 | $97K | Sell |
4,832
-596
| -11% | -$12K | ﹤0.01% | 1099 |
|
|
2019
Q2 | $101K | Buy |
+5,428
| New | +$101K | ﹤0.01% | 1052 |
|
|
2018
Q4 | – | Sell |
-4,880
| Closed | -$63K | – | 1019 |
|
|
2018
Q3 | $63K | Buy |
4,880
+712
| +17% | +$9.19K | ﹤0.01% | 1106 |
|
|
2018
Q2 | $59K | Buy |
4,168
+3,200
| +331% | +$45.3K | ﹤0.01% | 1033 |
|
|
2018
Q1 | $12K | Hold |
968
| – | – | ﹤0.01% | 1516 |
|
|
2017
Q4 | $10K | Hold |
968
| – | – | ﹤0.01% | 1339 |
|
|
2017
Q3 | $8K | Sell |
968
-176
| -15% | -$1.46K | ﹤0.01% | 1165 |
|
|
2017
Q2 | $9K | Buy |
1,144
+176
| +18% | +$1.39K | ﹤0.01% | 1056 |
|
|
2017
Q1 | $7K | Buy |
+968
| New | +$7K | ﹤0.01% | 1025 |
|