Nelson, Van Denburg & Campbell Wealth Management Group, LLC Sells in Q4 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SE
Sea LTD

Consumer Cyclical
-56
- 4.57%
$93.56 - $117.41 $5.24K - $6.57K
1.17K $124K
CTRA
Coterra Energy Inc.

Energy
-362
- 2.95%
$22.71 - $27.63 $8.22K - $10K
11.9K $304K
SF
Stifel Financial Corp

Financial Services
-7
- 0.87%
$93.4 - $117.72 $654 - $824
802 $85K
CCJ
Cameco Corp

Energy
-102
- 2.26%
$48.64 - $61.14 $4.96K - $6.24K
4.41K $226K
MO
Altria Group, Inc.

Consumer Defensive
-134
- 0.92%
$49.06 - $57.74 $6.57K - $7.74K
14.4K $751K
CHH
Choice Hotels International Inc

Consumer Cyclical
-470
- 6.97%
$128.7 - $152.73 $60.5K - $71.8K
6.28K $891K
IP
International Paper CO

Consumer Cyclical
-40
- 1.37%
$46.64 - $59.57 $1.87K - $2.38K
2.87K $154K
FCNCA
First Citizens Bancshares Inc

Financial Services
-2
- 3.39%
$1818.92 - $2353.08 $3.64K - $4.71K
57 $120K
USB
Us Bancorp \De\

Financial Services
-102
- 1.12%
$43.98 - $53.66 $4.49K - $5.47K
9K $430K
SOFI
So Fi Technologies, Inc.

Financial Services
-348
- 13.78%
$7.63 - $16.88 $2.66K - $5.87K
2.18K $33K
LNG
Cheniere Energy, Inc.

Energy
-17
- 3.36%
$181.07 - $225.92 $3.08K - $3.84K
489 $105K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.72K
- 11.96%
$7.33 - $12.37 $12.6K - $21.3K
12.7K $134K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-354
- 7.91%
$71.19 - $91.57 $25.2K - $32.4K
4.12K $344K
DLR
Digital Realty Trust, Inc.

Real Estate
-4
- 0.35%
$156.46 - $195.69 $626 - $783
1.14K $202K
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.28K
- 6.13%
$216.72 - $244.71 $277K - $313K
19.6K $4.61M
ISRG
Intuitive Surgical Inc

Healthcare
-69
- 3.9%
$471.27 - $550.62 $32.5K - $38K
1.7K $887K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.2K
- 3.72%
$46.94 - $51.62 $56.4K - $62K
31.1K $1.55M
IONQ
Ion Q, Inc.

Technology
-213
- 23.18%
$8.17 - $48.24 $1.74K - $10.3K
706 $29K
BROS
Dutch Bros Inc.

Consumer Cyclical
-70
- 5.46%
$30.72 - $55.82 $2.15K - $3.91K
1.21K $63K
FLEX
Flex Ltd.

Technology
-958
- 8.02%
$32.52 - $41.3 $31.2K - $39.6K
11K $421K
HSBC
Hsbc Holdings PLC

Financial Services
-42
- 0.71%
$43.83 - $49.51 $1.84K - $2.08K
5.85K $289K
MAIN
Main Street Capital Corp

Financial Services
-40
- 1.3%
$49.95 - $58.58 $2K - $2.34K
3.04K $177K
EMR
Emerson Electric CO

Industrials
-133
- 4.55%
$108.13 - $134.33 $14.4K - $17.9K
2.79K $345K
ESLT
Elbit Systems LTD

Industrials
-4
- 0.83%
$201.1 - $263.5 $804 - $1.05K
476 $122K
AMP
Ameriprise Financial Inc

Financial Services
-2
- 0.4%
$473.15 - $574.01 $946 - $1.15K
501 $266K
XLC
Select Sector Spdr Tr Communic

ETFs
-684
- 4.53%
$89.66 - $102.16 $61.3K - $69.9K
14.4K $1.39M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-148
- 4.8%
$101.51 - $140.63 $15K - $20.8K
2.94K $368K
BOH
Bank Of Hawaii Corp

Financial Services
-874
- 7.54%
$61.29 - $80.51 $53.6K - $70.4K
10.7K $763K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-327
- 1.8%
$311.11 - $335.64 $102K - $110K
17.8K $5.74M
HLI
Houlihan Lokey, Inc.

Financial Services
-877
- 7.25%
$158.81 - $190.49 $139K - $167K
11.2K $1.95M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-191
- 18.73%
$260.53 - $404.79 $49.8K - $77.3K
829 $317K
PR
Permian Resources Corporation

Energy
-2.83K
- 2.47%
$13.41 - $16.21 $38K - $45.9K
112K $1.61M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.03K
- 4.48%
$95.27 - $107.82 $98.5K - $111K
22K $2.28M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-931
- 7.46%
$58.22 - $78.62 $54.2K - $73.2K
11.5K $826K
VV
Vanguard Large Cap ETF

ETFs
-327
- 1.41%
$260.27 - $280.65 $85.1K - $91.8K
22.9K $6.17M
JPM
Jpmorgan Chase & CO

Financial Services
-5.6K
- 11.55%
$205.18 - $250.29 $1.15M - $1.4M
42.9K $10.3M
FLYW
Flywire Corp

Technology
-1.83K
- 7.76%
$15.72 - $23.3 $28.8K - $42.7K
21.8K $449K
FIX
Comfort Systems Usa Inc

Industrials
-62
- 2.31%
$370.68 - $504.12 $23K - $31.3K
2.62K $1.11M
SEIC
Sei Investments CO

Financial Services
-433
- 5.43%
$69.36 - $86.58 $30K - $37.5K
7.54K $621K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-1.91K
- 7.92%
$38.7 - $51.36 $73.8K - $98K
22.2K $1.05M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-887
- 0.44%
$78.43 - $87.17 $69.6K - $77.3K
201K $16.1M
ZION
Zions Bancorporation, National Association

Financial Services
-2
- 0.02%
$45.62 - $61.73 $91.2 - $123
12K $648K
STT
State Street Corp

Financial Services
-240
- 1.98%
$85.96 - $100.78 $20.6K - $24.2K
11.9K $1.17M
RRC
Range Resources Corp

Energy
-2
- 0.01%
$29.77 - $36.41 $59.5 - $72.8
19.1K $687K
XLF
Financial Sector Spdr

ETFs
-411
- 0.95%
$44.89 - $51.34 $18.4K - $21.1K
42.8K $2.07M
SQ
Block, Inc.

Technology
-283
- 3.75%
$65.06 - $98.92 $18.4K - $28K
7.26K $616K
SCHW
Schwab Charles Corp

Financial Services
-2.14K
- 7.19%
$63.31 - $82.85 $135K - $177K
27.6K $2.04M
XLY
Select Sector Spdr Consumer Di

ETFs
-149
- 1.75%
$194.8 - $239.43 $29K - $35.7K
8.39K $1.88M
KD
Kyndryl Holdings, Inc.

Technology
-1.69K
- 8.47%
$22.43 - $35.79 $37.9K - $60.5K
18.3K $632K
Activity Summary
Buys All Purchases 1151 New Holdings 268 Increased Positions 883 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
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