Raymond James & Associates’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,120
| Closed | -$148K | – | 4055 |
|
|
2021
Q1 | $148K | Sell |
11,120
-3,600
| -24% | -$47.9K | ﹤0.01% | 3649 |
|
|
2020
Q4 | $124K | Sell |
14,720
-36,280
| -71% | -$306K | ﹤0.01% | 3476 |
|
|
2020
Q3 | $282K | Buy |
51,000
+2,427
| +5% | +$13.4K | ﹤0.01% | 2978 |
|
|
2020
Q2 | $334K | Buy |
48,573
+14,491
| +43% | +$99.6K | ﹤0.01% | 2842 |
|
|
2020
Q1 | $244K | Buy |
34,082
+1,293
| +4% | +$9.26K | ﹤0.01% | 2895 |
|
|
2019
Q4 | $394K | Buy |
32,789
+17,034
| +108% | +$205K | ﹤0.01% | 2892 |
|
|
2019
Q3 | $184K | Sell |
15,755
-1,400
| -8% | -$16.4K | ﹤0.01% | 3265 |
|
|
2019
Q2 | $207K | Buy |
17,155
+530
| +3% | +$6.4K | ﹤0.01% | 3217 |
|
|
2019
Q1 | $182K | Hold |
16,625
| – | – | ﹤0.01% | 3243 |
|
|
2018
Q4 | $176K | Hold |
16,625
| – | – | ﹤0.01% | 3164 |
|
|
2018
Q3 | $227K | Buy |
+16,625
| New | +$227K | ﹤0.01% | 3196 |
|