Arbor Investment Advisors, LLC Closed Holding Positions

Arbor Investment Advisors, LLC

  • $753 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FFIV
F5, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
1,000
$149.14 - $213.92 $149K - $214K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2022 Filed on Jul 28, 2022
574
$337.07 - $419.85 $193K - $241K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 28, 2022
1,778
$93.29 - $138.58 $166K - $246K
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
1,000
$155.6 - $218.85 $156K - $219K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q1 2022 Filed on Apr 21, 2022
5,971
$51.69 - $57.18 $309K - $341K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2022 Filed on Apr 21, 2022
711
$224.28 - $282.83 $159K - $201K
BKKT
Bakkt Holdings, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
200,000
$3.41 - $8.4 $682K - $1.68M
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on Apr 21, 2022
2,331
$72.32 - $91.66 $169K - $214K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
Q1 2022 Filed on Apr 21, 2022
10,085
$13.01 - $14.91 $131K - $150K
SAN
Banco Santander, S.A.

Financial Services
Q4 2021 Filed on Jan 21, 2022
23,117
$2.96 - $3.95 $68.4K - $91.3K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 21, 2022
8,203
$16.74 - $20.66 $137K - $169K
Bancorp South, Inc.
Q4 2021 Filed on Jan 21, 2022
61,891
N/A
I Shares Gold Trust ETF
Q3 2021 Filed on Oct 22, 2021
7,476
N/A
NSC
Norfolk Southern Corp

Industrials
Q3 2021 Filed on Oct 22, 2021
888
$239.24 - $273.35 $212K - $243K
LMT
Lockheed Martin Corp

Industrials
Q3 2021 Filed on Oct 22, 2021
2,804
$336.05 - $383.48 $942K - $1.08M
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
2,307
$115.91 - $117.6 $267K - $271K
WOR
Worthington Industries Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
38,042
$51.19 - $73.45 $1.95M - $2.79M
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2020 Filed on Jan 15, 2021
5,816
$31.83 - $39.3 $185K - $229K
BA
Boeing CO

Industrials
Q3 2020 Filed on Oct 27, 2020
1,139
$146.05 - $187.94 $166K - $214K
FXI
Ishares Tr

ETFs
Q2 2020 Filed on Jul 13, 2020
9,173
$36.01 - $41.56 $330K - $381K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
2,907
$54.33 - $81.73 $158K - $238K
ICLN
Ishares

ETFs
Q1 2020 Filed on Apr 20, 2020
14,787
$8.33 - $14.24 $123K - $211K
PSX
Phillips 66

Energy
Q1 2020 Filed on Apr 20, 2020
1,925
$42.09 - $112.2 $81K - $216K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
2,403
$49.11 - $85.52 $118K - $206K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2020 Filed on Apr 20, 2020
5,029
$34.02 - $40.94 $171K - $206K
Bb&T Corporation
Q4 2019 Filed on Jan 14, 2020
77,680
N/A
Total System Services Inc.
Q3 2019 Filed on Oct 21, 2019
2,955
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2019 Filed on Jul 11, 2019
3,531
$89.51 - $95.4 $316K - $337K
EVF
Eaton Vance Senior Income Trust

Financial Services
Q2 2019 Filed on Jul 11, 2019
10,293
$6.08 - $6.39 $62.6K - $65.8K
Power Shares Ftse Rafi Us 1000 ETF
Q2 2018 Filed on Jul 11, 2018
428,733
N/A
Power Shares Ftse Rafi Us 1500 Sm Mid ETF
Q2 2018 Filed on Jul 11, 2018
29,440
N/A
General Electric Co.
Q1 2018 Filed on Apr 13, 2018
10,731
N/A
Paragon Commercial Corp.
Q1 2018 Filed on Apr 13, 2018
11,250
N/A
Park Sterling Bank Corp.
Q4 2017 Filed on Jan 10, 2018
61,526
N/A
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