Raymond James & Associates’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,544
| Closed | -$281K | – | 3848 |
|
|
2022
Q4 | $281K | Sell |
11,544
-264
| -2% | -$6.43K | ﹤0.01% | 3238 |
|
|
2022
Q3 | $284K | Buy |
11,808
+110
| +0.9% | +$2.65K | ﹤0.01% | 3197 |
|
|
2022
Q2 | $304K | Buy |
11,698
+84
| +0.7% | +$2.18K | ﹤0.01% | 3214 |
|
|
2022
Q1 | $350K | Buy |
11,614
+239
| +2% | +$7.2K | ﹤0.01% | 3286 |
|
|
2021
Q4 | $362K | Buy |
11,375
+326
| +3% | +$10.4K | ﹤0.01% | 3314 |
|
|
2021
Q3 | $339K | Sell |
11,049
-115
| -1% | -$3.53K | ﹤0.01% | 3313 |
|
|
2021
Q2 | $335K | Buy |
11,164
+20
| +0.2% | +$600 | ﹤0.01% | 3337 |
|
|
2021
Q1 | $338K | Sell |
11,144
-559
| -5% | -$17K | ﹤0.01% | 3251 |
|
|
2020
Q4 | $263K | Sell |
11,703
-698
| -6% | -$15.7K | ﹤0.01% | 3176 |
|
|
2020
Q3 | $191K | Buy |
12,401
+781
| +7% | +$12K | ﹤0.01% | 3205 |
|
|
2020
Q2 | $216K | Buy |
11,620
+123
| +1% | +$2.29K | ﹤0.01% | 3060 |
|
|
2020
Q1 | $209K | Buy |
11,497
+842
| +8% | +$15.3K | ﹤0.01% | 3001 |
|
|
2019
Q4 | $342K | Buy |
10,655
+1,024
| +11% | +$32.9K | ﹤0.01% | 2982 |
|
|
2019
Q3 | $291K | Sell |
9,631
-1,062
| -10% | -$32.1K | ﹤0.01% | 3008 |
|
|
2019
Q2 | $312K | Buy |
10,693
+64
| +0.6% | +$1.87K | ﹤0.01% | 2974 |
|
|
2019
Q1 | $289K | Buy |
10,629
+550
| +5% | +$15K | ﹤0.01% | 2989 |
|
|
2018
Q4 | $259K | Buy |
10,079
+174
| +2% | +$4.47K | ﹤0.01% | 2949 |
|
|
2018
Q3 | $311K | Buy |
9,905
+566
| +6% | +$17.8K | ﹤0.01% | 2991 |
|
|
2018
Q2 | $307K | Buy |
+9,339
| New | +$307K | ﹤0.01% | 2995 |
|