New Century Financial Group, LLC CAPITOL SER TR Transaction History

New Century Financial Group, LLC

  • $56.3 Billion
  • Q3 2025
Number of Shares
18,099
Previous 54,183 66.6%
Holding current value
$772 Million
Previous $2.16 Billion 64.3%
% of portfolio
1.37%
Previous 2.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
N/A
-36,084 Reduced 66.6%
18,099 $772 Million
Q2 2025

Jul 21, 2025
BUY
N/A
26,593 Added 96.39%
54,183 $2.16 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
27,590 New
27,590 $1.01 Billion
Q2 2024

Aug 27, 2024
BUY
N/A
69,201 New
69,201 $2.87 Billion
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