Capital Analysts, LLC Sells in Q1 2025

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-16
- 2.3%
$84.33 - $106.39 $1.35K - $1.7K
680 $71K
NRG
Nrg Energy, Inc.

Utilities
-3
- 0.2%
$84.82 - $113.33 $254 - $340
1.52K $145K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-1
- 0.02%
N/A
6.36K $138K
VEEV
Veeva Systems Inc

Healthcare
-5
- 1.04%
$210.58 - $246.8 $1.05K - $1.23K
475 $110K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-1.84K
- 2.64%
$7.63 - $8.31 $14K - $15.3K
67.8K $546K
MMM
3 M CO

Industrials
-28
- 3.22%
$129.7 - $155.12 $3.63K - $4.34K
842 $123K
EBAY
Ebay Inc

Consumer Cyclical
-4
- 0.17%
$61.61 - $70.93 $246 - $284
2.31K $156K
BK
Bank Of New York Mellon Corp

Financial Services
-119
- 3.59%
$75.42 - $88.95 $8.97K - $10.6K
3.2K $268K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-79
- 15.8%
$80.53 - $147.57 $6.36K - $11.7K
421 $56K
BP
Bp PLC

Energy
-1.12K
- 9.3%
$29.93 - $35.31 $33.5K - $39.5K
10.9K $370K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-257
- 0.84%
$50.82 - $52.7 $13.1K - $13.5K
30.5K $1.6M
SAP
Sap Se

Technology
-31
- 2.55%
$241.4 - $293.69 $7.48K - $9.1K
1.18K $318K
VLO
Valero Energy Corp

Energy
-65
- 2.24%
$121.76 - $142.99 $7.91K - $9.29K
2.84K $375K
SBR
Sabine Royalty Trust

Energy
-650
- 2.68%
$64.04 - $69.75 $41.6K - $45.3K
23.6K $1.6M
BMY
Bristol Myers Squibb CO

Healthcare
-431
- 3.21%
$53.9 - $63.11 $23.2K - $27.2K
13K $793K
XOM
Exxon Mobil Corp

Energy
-1.17K
- 7.61%
$105.44 - $118.93 $123K - $139K
14.2K $1.69M
MO
Altria Group, Inc.

Consumer Defensive
-70
- 1.04%
$50.81 - $60.02 $3.56K - $4.2K
6.63K $398K
SHEL
Shell PLC

Energy
-54
- 1.11%
$62.84 - $73.29 $3.39K - $3.96K
4.83K $354K
ROP
Roper Technologies Inc

Industrials
-12
- 1.49%
$502.71 - $593.81 $6.03K - $7.13K
791 $466K
WSO
Watsco Inc

Industrials
-38
- 1.79%
$463.86 - $530.75 $17.6K - $20.2K
2.09K $1.06M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-911
- 1.55%
$34.14 - $37.91 $31.1K - $34.5K
57.8K $2.06M
DUK
Duke Energy Corp

Utilities
-181
- 3.18%
$105.87 - $121.97 $19.2K - $22.1K
5.5K $671K
T
At&T Inc.

Communication Services
-3.03K
- 9.89%
$21.56 - $28.28 $65.2K - $85.6K
27.6K $779K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.74K
- 5.75%
$25.14 - $29.82 $43.7K - $51.8K
28.5K $850K
PGR
Progressive Corp

Financial Services
-4
- 0.18%
$235.61 - $291.22 $942 - $1.16K
2.2K $623K
HEIA
Heico Crp Cl A
-130
- 2.64%
N/A
4.8K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
-117
- 1.66%
$890.62 - $1076.86 $104K - $126K
6.91K $6.54M
WM
Waste Management Inc

Industrials
-26
- 0.67%
$200.54 - $233.78 $5.21K - $6.08K
3.86K $892K
PM
Philip Morris International Inc.

Consumer Defensive
-1.56K
- 14.54%
$117.15 - $158.79 $183K - $248K
9.17K $1.46M
JPM
Jpmorgan Chase & CO

Financial Services
-354
- 0.64%
$225.19 - $279.95 $79.7K - $99.1K
55K $13.5M
EPD
Enterprise Products Partners L.P.

Energy
-3.13K
- 2.16%
$31.75 - $34.14 $99.4K - $107K
142K $4.85M
WMB
Williams Companies, Inc.

Energy
-578
- 0.91%
$54.02 - $61.09 $31.2K - $35.3K
62.8K $3.76M
AEM
Agnico Eagle Mines LTD

Basic Materials
-245
- 0.84%
$79.66 - $108.41 $19.5K - $26.6K
28.9K $3.13M
Activity Summary
Buys All Purchases 694 New Holdings 143 Increased Positions 551 Sells All Sells 284 Reductions 284 Sold out 0 Options Calls 0 Puts 0
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