Capstone Triton Financial Group, LLC Closed Holding Positions

Capstone Triton Financial Group, LLC

  • $136 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MU
Micron Technology Inc

Technology
Q1 2021 Filed on May 17, 2021
292
$74.05 - $94.76 $21.6K - $27.7K
MCY
Mercury General Corp

Financial Services
Q1 2021 Filed on May 17, 2021
390
$51.15 - $65.73 $19.9K - $25.6K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2021 Filed on May 17, 2021
446
$20.49 - $22.68 $9.14K - $10.1K
LIN
Linde PLC

Basic Materials
Q1 2021 Filed on May 17, 2021
213
$242.91 - $281.4 $51.7K - $59.9K
MCK
Mckesson Corp

Healthcare
Q1 2021 Filed on May 17, 2021
201
$169.52 - $196.53 $34.1K - $39.5K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2021 Filed on May 17, 2021
500
$70.64 - $79.69 $35.3K - $39.8K
MA
Mastercard Inc

Financial Services
Q1 2021 Filed on May 17, 2021
146
$315.49 - $384.38 $46.1K - $56.1K
Marvell Technology Group LTD Ord
Q1 2021 Filed on May 17, 2021
980
N/A
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
431
$107.6 - $121.88 $46.4K - $52.5K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2021 Filed on May 17, 2021
390
$40.34 - $46.52 $15.7K - $18.1K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
3,110
$33.6 - $39.82 $104K - $124K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
143
$153.77 - $191.61 $22K - $27.4K
NTRA
Natera, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
367
$91.47 - $124.36 $33.6K - $45.6K
NEO
Neogenomics Inc

Healthcare
Q1 2021 Filed on May 17, 2021
449
$41.56 - $59.88 $18.7K - $26.9K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2021 Filed on May 17, 2021
186
$79.06 - $90.99 $14.7K - $16.9K
PETQ
Pet Iq, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
305
$32.6 - $37.82 $9.94K - $11.5K
PCTY
Paylocity Holding Corp

Technology
Q1 2021 Filed on May 17, 2021
211
$167.08 - $213.49 $35.3K - $45K
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on May 17, 2021
1,090
$62.24 - $69.91 $67.8K - $76.2K
Orbcomm Inc Com
Q1 2021 Filed on May 17, 2021
1,731
N/A
OKE
Oneok Inc

Energy
Q1 2021 Filed on May 17, 2021
275
$37.5 - $51.6 $10.3K - $14.2K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 17, 2021
384
$81.93 - $106.33 $31.5K - $40.8K
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on May 17, 2021
120
$83.5 - $98.47 $10K - $11.8K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
1,501
$128.64 - $147.05 $193K - $221K
NEE
Nextera Energy Inc

Utilities
Q1 2021 Filed on May 17, 2021
204
$70.7 - $86.87 $14.4K - $17.7K
NVRO
Nevro Corp

Healthcare
Q1 2021 Filed on May 17, 2021
258
$132.81 - $182.18 $34.3K - $47K
LOB
Live Oak Bancshares, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
3,356
$39.64 - $68.58 $133K - $230K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2021 Filed on May 17, 2021
395
$58.71 - $65.66 $23.2K - $25.9K
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 17, 2021
417
$241.17 - $318.09 $101K - $133K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2021 Filed on May 17, 2021
404
$54.36 - $55.51 $22K - $22.4K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2021 Filed on May 17, 2021
301
$339.03 - $365.24 $102K - $110K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2021 Filed on May 17, 2021
158
$81.97 - $92.98 $13K - $14.7K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2021 Filed on May 17, 2021
265
$53.06 - $56.29 $14.1K - $14.9K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2021 Filed on May 17, 2021
201
$79.24 - $84.48 $15.9K - $17K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2021 Filed on May 17, 2021
2,127
$58.58 - $62.75 $125K - $133K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2021 Filed on May 17, 2021
5,444
$30.9 - $38.51 $168K - $210K
UNM
Unum Group

Financial Services
Q1 2021 Filed on May 17, 2021
515
$22.09 - $29.44 $11.4K - $15.2K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2021 Filed on May 17, 2021
321
$324.34 - $379.06 $104K - $122K
UPS
United Parcel Service Inc

Industrials
Q1 2021 Filed on May 17, 2021
683
$155.0 - $169.99 $106K - $116K
VTR
Ventas, Inc.

Real Estate
Q1 2021 Filed on May 17, 2021
350
$46.07 - $57.17 $16.1K - $20K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2021 Filed on May 17, 2021
227
$161.65 - $202.88 $36.7K - $46.1K
ZTS
Zoetis Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
346
$144.0 - $169.39 $49.8K - $58.6K
XYL
Xylem Inc.

Industrials
Q1 2021 Filed on May 17, 2021
454
$95.12 - $108.48 $43.2K - $49.2K
XPO
Xpo Logistics, Inc.

Industrials
Q1 2021 Filed on May 17, 2021
117
$64.27 - $74.74 $7.52K - $8.74K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q1 2021 Filed on May 17, 2021
2,720
$33.53 - $36.45 $91.2K - $99.1K
WIX
Wix.Com Ltd.

Technology
Q1 2021 Filed on May 17, 2021
125
$241.28 - $353.09 $30.2K - $44.1K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2021 Filed on May 17, 2021
428
$34.36 - $41.24 $14.7K - $17.7K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2021 Filed on May 17, 2021
1,040
$40.61 - $44.6 $42.2K - $46.4K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2021 Filed on May 17, 2021
1,672
$35.64 - $45.4 $59.6K - $75.9K
WELL
Welltower Inc.

Real Estate
Q1 2021 Filed on May 17, 2021
340
$59.79 - $74.55 $20.3K - $25.3K
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