Capital Advisors, Ltd. LLC PHINIA INC Transaction History

Capital Advisors, Ltd. LLC

  • $811 Million
  • Q2 2025
Number of Shares
18
Previous 54 66.67%
Holding current value
$1,000
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
N/A
-36 Reduced 66.67%
18 $1,000
Q1 2025

Apr 15, 2025
SELL
N/A
-37 Reduced 40.66%
54 $2,000
Q3 2024

Oct 24, 2024
BUY
N/A
36 Added 65.45%
91 $4,000
Q1 2024

Apr 18, 2024
BUY
N/A
9 Added 19.57%
55 $2,000
Q3 2023

Oct 27, 2023
BUY
N/A
46 New
46 $1,000
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