Raymond James & Associates’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,487
| Closed | -$237K | – | 3676 |
|
|
2019
Q4 | $237K | Sell |
5,487
-1,375
| -20% | -$59.4K | ﹤0.01% | 3217 |
|
|
2019
Q3 | $244K | Sell |
6,862
-4,583
| -40% | -$163K | ﹤0.01% | 3111 |
|
|
2019
Q2 | $402K | Sell |
11,445
-660
| -5% | -$23.2K | ﹤0.01% | 2811 |
|
|
2019
Q1 | $419K | Sell |
12,105
-9,117
| -43% | -$316K | ﹤0.01% | 2768 |
|
|
2018
Q4 | $628K | Sell |
21,222
-10,088
| -32% | -$299K | ﹤0.01% | 2387 |
|
|
2018
Q3 | $1.18M | Sell |
31,310
-186
| -0.6% | -$7.02K | ﹤0.01% | 2133 |
|
|
2018
Q2 | $1.35M | Buy |
31,496
+23,340
| +286% | +$1M | ﹤0.01% | 2006 |
|
|
2018
Q1 | $320K | Buy |
8,156
+521
| +7% | +$20.4K | ﹤0.01% | 2832 |
|
|
2017
Q4 | $284K | Sell |
7,635
-20,526
| -73% | -$764K | ﹤0.01% | 2857 |
|
|
2017
Q3 | $1.01M | Buy |
28,161
+20,804
| +283% | +$746K | ﹤0.01% | 2086 |
|
|
2017
Q2 | $238K | Buy |
+7,357
| New | +$238K | ﹤0.01% | 2859 |
|