Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022

SELL
N/A
-2,181 Closed
0 $0
Q3 2021

Nov 16, 2021

SELL
N/A
-235 Reduced 9.73%
2,181 $191,000
Q2 2021

Aug 16, 2021

BUY
N/A
385 Added 18.96%
2,416 $185,000
Q1 2021

May 17, 2021

SELL
N/A
-3,573 Reduced 63.76%
2,031 $133,000
Q4 2020

Feb 16, 2021

BUY
N/A
603 Added 12.06%
5,604 $393,000
Q3 2020

Nov 17, 2020

BUY
N/A
532 Added 11.9%
5,001 $296,000
Q2 2020

Aug 14, 2020

BUY
N/A
1,624 Added 57.08%
4,469 $294,000
Q1 2020

May 15, 2020

BUY
N/A
376 Added 15.23%
2,845 $193,000
Q4 2019

Feb 14, 2020

BUY
N/A
2,133 Added 634.82%
2,469 $202,000
Q2 2019

Aug 13, 2019

BUY
N/A
95 Added 39.42%
336 $34,000
Q3 2018

Nov 15, 2018

SELL
N/A
-25 Reduced 9.4%
241 $20,000
Q2 2018

Aug 13, 2018

BUY
N/A
60 Added 29.13%
266 $24,000
Q1 2018

May 15, 2018

SELL
N/A
-16 Reduced 7.21%
206 $17,000
Q4 2017

Feb 14, 2018

BUY
N/A
222
222 $15,000
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.