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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

USX holding history

US Xpress Enterprises Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USX overviewAll 13F holders of USXFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of USX by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−28,500−100.0%Sold outHolders
Q2 202328,500$175.0K<0.1%00.0%UnchangedHolders
Q1 202328,500$169.3K<0.1%+28,500NewHolders
Q4 20220$00.0%−28,500−100.0%Sold outHolders
Q3 202228,500$70.0K<0.1%00.0%UnchangedHolders
Q2 202228,500$76.0K<0.1%+5,699+25.0%AddedHolders
Q1 202222,801$88.0K<0.1%+22,418+5,853.3%AddedHolders
Q4 2021383$2.00K<0.1%00.0%UnchangedHolders
Q3 2021383$3.00K<0.1%00.0%UnchangedHolders
Q2 2021383$3.00K<0.1%00.0%UnchangedHolders
Q1 2021383$5.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.