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Company Main View
Name:
Capstone Triton Financial Group LLC
City:
OKLAHOMA CITY
State:
OK
Zip:
73134
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$140,876,000
Total Value Change :
$3,788,000
Securities Held Change :
-6
All Securities Held :
99
New Positions
:
0
Closed Positions
:
5
Increased Positions
:
44
Unchanged Positions
:
12
Decreased Positions
:
43
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
BA
Boeing Co
104
Closed
$180.76
$0
0
0%
-235,000
-900
0
Aerospace/Defense - M...
DLN
WisdomTree LargeCap Dividen...
103
Closed
$70.09
$0
0
0%
-268,000
-4,040
0
Closed - End Fund - E...
DGRO
iShares Core Dividend Growth
102
Closed
$57.92
$0
0
0%
-268,000
-4,973
0
N/A
ALB
Albemarle Corp
101
Closed
$135.46
$0
0
0%
-651,000
-4,503
0
Synthetics
HAS
Hasbro Inc
100
Closed
$62.18
$0
0
0%
-390,000
-7,645
0
Toys & Games
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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