Captrust Financial Advisors WELLS FARGO CO NEW PERP PFD CNV A Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Number of Shares
653
Previous 302 116.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
351 Added 116.23%
653 $0
Q1 2025

May 14, 2025
BUY
N/A
40 Added 15.27%
302 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-10 Reduced 3.68%
262 $0
Q3 2024

Nov 14, 2024
BUY
N/A
3 Added 1.12%
272 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-11 Reduced 3.93%
269 $0
Q1 2024

May 15, 2024
SELL
N/A
-636 Reduced 69.43%
280 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-5 Reduced 0.54%
916 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-35 Reduced 3.66%
921 $0
Q1 2023

May 15, 2023
BUY
N/A
44 Added 4.82%
956 $0
Q4 2022

Feb 15, 2023
SELL
N/A
-10 Reduced 1.08%
912 $0
Q3 2022

Nov 16, 2022
BUY
N/A
922 New
922 $1.1 Million
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