Captrust Financial Advisors »

Popular shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Popular (BPOP) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Popular

Tip: Access up to 7 years of quarterly data

All positions including Popular held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Popular by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $773k 9.4k 82.07
2023-09-30 $364k 5.8k 63.01
2023-06-30 $306k 5.1k 60.52
2022-09-30 $271k 3.8k 72.06
2022-06-30 $449k 5.8k 76.86
2022-03-31 $403k 4.9k 82.36
2021-12-31 $415k 5.0k 82.49
2021-09-30 $418k 5.3k 78.20
2021-06-30 $418k 5.6k 75.06
2021-03-31 $374k 5.3k 70.74
2020-12-31 $35k 622 56.27
2020-09-30 $23k 622 36.98
2020-06-30 $2.0k 50 40.00
2020-03-31 $186k 5.6k 33.51
2019-12-31 $595k 10k 58.88
2019-03-31 $18k 339 53.10
2018-12-31 $30k 625 48.00
2018-06-30 $33k 723 45.64
2018-03-31 $18k 436 41.28
2017-12-31 $9.0k 261 34.48