Capital Square, LLC Sells in Q3 2025

Capital Square, LLC

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RF
Regions Financial Corp

Financial Services
-100
- 0.84%
$24.03 - $27.41 $2.4K - $2.74K
11.8K $310K
EEM
Ishares Msci Emerging Markets

ETFs
-21
- 0.33%
$48.07 - $53.4 $1.01K - $1.12K
6.3K $336K
IWN
Ishares Russell2000 Val ETF

ETFs
-50
- 2.2%
$157.1 - $178.94 $7.86K - $8.95K
2.22K $392K
XOM
Exxon Mobil Corp

Energy
-372
- 2.42%
$105.83 - $117.22 $39.4K - $43.6K
15K $1.69M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-123
- 10.45%
$256.21 - $323.54 $31.5K - $39.8K
1.05K $336K
MSFT
Microsoft Corp

Technology
-92
- 2.17%
$491.09 - $535.64 $45.2K - $49.3K
4.15K $2.15M
AVGO
Broadcom Inc.

Technology
-147
- 8.9%
$264.74 - $369.57 $38.9K - $54.3K
1.51K $496K
ORCL
Oracle Corp

Technology
-133
- 10.48%
$218.96 - $328.33 $29.1K - $43.7K
1.14K $319K
BX
Blackstone Inc.

Financial Services
-8
- 0.34%
$152.77 - $188.68 $1.22K - $1.51K
2.37K $405K
ABBV
Abb Vie Inc.

Healthcare
-12
- 0.91%
$184.85 - $231.54 $2.22K - $2.78K
1.31K $302K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-458
- 8.98%
$67.16 - $93.48 $30.8K - $42.8K
4.64K $432K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-368
- 0.97%
$28.92 - $32.19 $10.6K - $11.8K
37.7K $1.2M
JPM
Jpmorgan Chase & CO

Financial Services
-212
- 3.19%
$282.78 - $316.06 $59.9K - $67K
6.43K $2.03M
FHN
First Horizon Corp

Financial Services
-2.28K
- 1.97%
$21.16 - $23.23 $48.3K - $53K
114K $2.57M
CAT
Caterpillar Inc

Industrials
-53
- 3.21%
$390.92 - $477.15 $20.7K - $25.3K
1.6K $763K
WPC
W. P. Carey Inc.

Real Estate
-1.47K
- 3.25%
$61.29 - $68.7 $90K - $101K
43.8K $2.96M
PLD
Prologis, Inc.

Real Estate
-54
- 0.35%
$104.08 - $115.35 $5.62K - $6.23K
15.4K $1.76M
LOW
Lowes Companies Inc

Consumer Cyclical
-100
- 1.71%
$215.01 - $273.02 $21.5K - $27.3K
5.73K $1.44M
NSC
Norfolk Southern Corp

Industrials
-81
- 1.79%
$259.49 - $300.41 $21K - $24.3K
4.45K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 0.48%
$357.4 - $423.42 $15K - $17.8K
8.62K $3.49M
NVDA
Nvidia Corp

Technology
-135
- 0.93%
$153.3 - $186.58 $20.7K - $25.2K
14.4K $2.69M
AAPL
Apple Inc.

Technology
-220
- 1.74%
$202.38 - $256.87 $44.5K - $56.5K
12.4K $3.16M
Activity Summary
Buys All Purchases 108 New Holdings 22 Increased Positions 86 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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