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
WFC
Wells Fargo & Company

Financial Services
Q1 2021 Filed on May 17, 2021
1,209
$29.7 - $40.81 $35.9K - $49.3K
VERX
Vertex, Inc.

Technology
Q1 2021 Filed on May 17, 2021
437
$21.9 - $38.98 $9.57K - $17K
UNP
Union Pacific Corp

Industrials
Q1 2021 Filed on May 17, 2021
87
$194.33 - $222.98 $16.9K - $19.4K
USPH
U S Physical Therapy Inc

Healthcare
Q1 2021 Filed on May 17, 2021
93
$103.85 - $141.6 $9.66K - $13.2K
Triterras Inc Shs Cl A
Q1 2021 Filed on May 17, 2021
1,100
N/A
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2021 Filed on May 17, 2021
330
$33.6 - $35.9 $11.1K - $11.8K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2021 Filed on May 17, 2021
928
$49.43 - $49.87 $45.9K - $46.3K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on May 17, 2021
128
$157.49 - $182.87 $20.2K - $23.4K
SRLN
Ssga Active Trust

ETFs
Q1 2021 Filed on May 17, 2021
612
$45.57 - $46.16 $27.9K - $28.2K
LUV
Southwest Airlines CO

Industrials
Q1 2021 Filed on May 17, 2021
51,500
$43.94 - $62.1 $2.26M - $3.2M
SCCO
Southern Copper Corp

Basic Materials
Q1 2021 Filed on May 17, 2021
300
$65.82 - $81.53 $19.7K - $24.5K
SDC
Smile Direct Club, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
16,082
$10.06 - $14.99 $162K - $241K
SITE
Site One Landscape Supply, Inc.

Industrials
Q1 2021 Filed on May 17, 2021
155
$151.85 - $181.53 $23.5K - $28.1K
SBNY
Signature Bank Corp

Financial Services
Q1 2021 Filed on May 17, 2021
153
$135.43 - $245.95 $20.7K - $37.6K
Seagate Technology PLC Shs
Q1 2021 Filed on May 17, 2021
200
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2021 Filed on May 17, 2021
176
$61.41 - $68.35 $10.8K - $12K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2021 Filed on May 17, 2021
478
$31.23 - $31.41 $14.9K - $15K
TREX
Trex CO Inc

Industrials
Q1 2021 Filed on May 17, 2021
165
$82.34 - $106.28 $13.6K - $17.5K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
1,560
$134.53 - $157.92 $210K - $246K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
797
$62.55 - $70.23 $49.9K - $56K
TXN
Texas Instruments Inc

Technology
Q1 2021 Filed on May 17, 2021
66
$162.11 - $188.99 $10.7K - $12.5K
TGT
Target Corp

Consumer Defensive
Q1 2021 Filed on May 17, 2021
70
$169.82 - $200.95 $11.9K - $14.1K
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
281
$34.5 - $62.72 $9.69K - $17.6K
SNPS
Synopsys Inc

Technology
Q1 2021 Filed on May 17, 2021
70
$218.49 - $292.09 $15.3K - $20.4K
STEP
Step Stone Group Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
413
$30.47 - $39.49 $12.6K - $16.3K
SPSC
Sps Commerce Inc

Technology
Q1 2021 Filed on May 17, 2021
99
$95.33 - $115.95 $9.44K - $11.5K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2021 Filed on May 17, 2021
656
$36.33 - $38.6 $23.8K - $25.3K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2021 Filed on May 17, 2021
726
$54.52 - $67.74 $39.6K - $49.2K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2021 Filed on May 17, 2021
2,177
$44.89 - $48.81 $97.7K - $106K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q1 2021 Filed on May 17, 2021
473
$19.95 - $20.37 $9.44K - $9.64K
DVN
Devon Energy Corp

Energy
Q1 2021 Filed on May 17, 2021
2,871
$16.13 - $25.61 $46.3K - $73.5K
CSGP
Costar Group, Inc.

Real Estate
Q1 2021 Filed on May 17, 2021
58
$75.85 - $93.98 $4.4K - $5.45K
CLB
Core Laboratories N V

Energy
Q1 2021 Filed on May 17, 2021
542
$27.68 - $41.32 $15K - $22.4K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2021 Filed on May 17, 2021
473
N/A
CMCSA
Comcast Corp

Communication Services
Q1 2021 Filed on May 17, 2021
182
$48.42 - $58.04 $8.81K - $10.6K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on May 17, 2021
167
$74.44 - $84.52 $12.4K - $14.1K
C
Citigroup Inc

Financial Services
Q1 2021 Filed on May 17, 2021
475
$57.99 - $75.18 $27.5K - $35.7K
CB
Chubb LTD

Financial Services
Q1 2021 Filed on May 17, 2021
162
$145.1 - $175.05 $23.5K - $28.4K
CHGG
Chegg, Inc

Consumer Defensive
Q1 2021 Filed on May 17, 2021
531
$81.37 - $113.51 $43.2K - $60.3K
CRNC
Cerence Inc.

Technology
Q1 2021 Filed on May 17, 2021
206
$84.14 - $133.43 $17.3K - $27.5K
CAT
Caterpillar Inc

Industrials
Q1 2021 Filed on May 17, 2021
305
$180.63 - $233.63 $55.1K - $71.3K
DG
Dollar General Corp

Consumer Defensive
Q1 2021 Filed on May 17, 2021
260
$178.14 - $218.38 $46.3K - $56.8K
Draftkings Inc Com Cl A
Q1 2021 Filed on May 17, 2021
4,245
N/A
ETN
Eaton Corp PLC

Industrials
Q1 2021 Filed on May 17, 2021
671
$114.86 - $140.77 $77.1K - $94.5K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2021 Filed on May 17, 2021
61
$206.49 - $243.18 $12.6K - $14.8K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q1 2021 Filed on May 17, 2021
1,119
$37.95 - $41.59 $42.5K - $46.5K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2021 Filed on May 17, 2021
200
$100.32 - $112.48 $20.1K - $22.5K
XOM
Exxon Mobil Corp

Energy
Q1 2021 Filed on May 17, 2021
1,144
$41.5 - $61.97 $47.5K - $70.9K
EVR
Evercore Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
185
$106.57 - $142.41 $19.7K - $26.3K
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