MPAM
Monarch Partners Asset Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,952
| Closed | -$698K | – | 169 |
|
|
2021
Q4 | $698K | Sell |
6,952
-3,180
| -31% | -$319K | 0.14% | 150 |
|
|
2021
Q3 | $935K | Buy |
+10,132
| New | +$935K | 0.14% | 139 |
|
|
2017
Q2 | – | Sell |
-65,785
| Closed | -$5.02M | – | 194 |
|
|
2017
Q1 | $5.02M | Sell |
65,785
-23,735
| -27% | -$1.81M | 0.5% | 80 |
|
|
2016
Q4 | $6.2M | Buy |
+89,520
| New | +$6.2M | 0.53% | 79 |
|
|
2016
Q2 | – | Sell |
-285,899
| Closed | -$13.6M | – | 173 |
|
|
2016
Q1 | $13.6M | Buy |
285,899
+152,590
| +114% | +$7.26M | 1.4% | 17 |
|
|
2015
Q4 | $7.73M | Buy |
133,309
+4,894
| +4% | +$284K | 0.81% | 51 |
|
|
2015
Q3 | $6.37M | Buy |
128,415
+3,740
| +3% | +$186K | 0.78% | 58 |
|
|
2015
Q2 | $7.43M | Buy |
+124,675
| New | +$7.43M | 1.01% | 37 |
|