Wealthspire Advisors (New York)’s Capital Bancorp CBNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.67M Buy
79,585
+1,304
+2% +$43.8K 0.02% 239
2025
Q1
$2.22M Buy
78,281
+109
+0.1% +$3.09K 0.01% 260
2024
Q4
$2.23M Buy
78,172
+1,130
+1% +$32.2K 0.02% 233
2024
Q3
$1.98M Buy
77,042
+137
+0.2% +$3.52K 0.02% 258
2024
Q2
$1.58M Buy
+76,905
New +$1.58M 0.02% 239