Raymond James & Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $22.9M | Sell |
106,670
-3,408
| -3% | -$731K | 0.01% | 745 |
|
|
2024
Q2 | $22.1M | Buy |
110,078
+16,720
| +18% | +$3.36M | 0.01% | 728 |
|
|
2024
Q1 | $22.8M | Buy |
93,358
+16,893
| +22% | +$4.12M | 0.02% | 716 |
|
|
2023
Q4 | $16.6M | Buy |
76,465
+7,684
| +11% | +$1.67M | 0.01% | 818 |
|
|
2023
Q3 | $14.3M | Buy |
68,781
+8,083
| +13% | +$1.68M | 0.01% | 838 |
|
|
2023
Q2 | $13.1M | Buy |
60,698
+4,401
| +8% | +$947K | 0.01% | 903 |
|
|
2023
Q1 | $13M | Buy |
56,297
+5,177
| +10% | +$1.2M | 0.01% | 880 |
|
|
2022
Q4 | $11.7M | Sell |
51,120
-2,097
| -4% | -$479K | 0.01% | 911 |
|
|
2022
Q3 | $10.6M | Buy |
53,217
+2,340
| +5% | +$468K | 0.01% | 927 |
|
|
2022
Q2 | $9.24M | Buy |
50,877
+5,603
| +12% | +$1.02M | 0.01% | 1021 |
|
|
2022
Q1 | $8.68M | Buy |
45,274
+45
| +0.1% | +$8.63K | 0.01% | 1146 |
|
|
2021
Q4 | $10.7M | Buy |
45,229
+1,271
| +3% | +$300K | 0.01% | 1059 |
|
|
2021
Q3 | $9.1M | Sell |
43,958
-4,694
| -10% | -$971K | 0.01% | 1107 |
|
|
2021
Q2 | $10.7M | Buy |
48,652
+1,619
| +3% | +$356K | 0.01% | 1032 |
|
|
2021
Q1 | $9.85M | Buy |
47,033
+2,304
| +5% | +$482K | 0.01% | 1046 |
|
|
2020
Q4 | $8.91M | Buy |
44,729
+10,736
| +32% | +$2.14M | 0.01% | 1018 |
|
|
2020
Q3 | $6.2M | Sell |
33,993
-4,424
| -12% | -$807K | 0.01% | 1109 |
|
|
2020
Q2 | $6.07M | Sell |
38,417
-2,434
| -6% | -$385K | 0.01% | 1073 |
|
|
2020
Q1 | $5.64M | Sell |
40,851
-1,062
| -3% | -$147K | 0.01% | 978 |
|
|
2019
Q4 | $7.21M | Sell |
41,913
-300
| -0.7% | -$51.6K | 0.01% | 1056 |
|
|
2019
Q3 | $6.92M | Sell |
42,213
-21,790
| -34% | -$3.57M | 0.01% | 1047 |
|
|
2019
Q2 | $11M | Sell |
64,003
-3,162
| -5% | -$544K | 0.02% | 804 |
|
|
2019
Q1 | $10.2M | Sell |
67,165
-11,949
| -15% | -$1.81M | 0.02% | 817 |
|
|
2018
Q4 | $9.99M | Sell |
79,114
-43,540
| -35% | -$5.5M | 0.02% | 759 |
|
|
2018
Q3 | $18.5M | Sell |
122,654
-51,783
| -30% | -$7.8M | 0.03% | 569 |
|
|
2018
Q2 | $23.8M | Buy |
174,437
+18,031
| +12% | +$2.46M | 0.04% | 434 |
|
|
2018
Q1 | $22.3M | Sell |
156,406
-4,819
| -3% | -$687K | 0.04% | 428 |
|
|
2017
Q4 | $21.3M | Buy |
161,225
+43
| +0% | +$5.68K | 0.04% | 445 |
|
|
2017
Q3 | $19.6M | Sell |
161,182
-14,695
| -8% | -$1.79M | 0.04% | 461 |
|
|
2017
Q2 | $19.9M | Buy |
175,877
+9,000
| +5% | +$1.02M | 0.04% | 438 |
|
|
2017
Q1 | $15.6M | Buy |
166,877
+13,859
| +9% | +$1.3M | 0.04% | 497 |
|
|
2016
Q4 | $13.8M | Buy |
153,018
+5,003
| +3% | +$451K | 0.04% | 494 |
|
|
2016
Q3 | $13.9M | Sell |
148,015
-5,274
| -3% | -$493K | 0.04% | 469 |
|
|
2016
Q2 | $12.6M | Sell |
153,289
-9,915
| -6% | -$814K | 0.04% | 463 |
|
|
2016
Q1 | $13.5M | Sell |
163,204
-9,503
| -6% | -$788K | 0.05% | 425 |
|
|
2015
Q4 | $13.2M | Sell |
172,707
-11,892
| -6% | -$911K | 0.05% | 418 |
|
|
2015
Q3 | $13.2M | Buy |
184,599
+8,091
| +5% | +$577K | 0.05% | 389 |
|
|
2015
Q2 | $13.9M | Buy |
176,508
+26,625
| +18% | +$2.09M | 0.05% | 407 |
|
|
2015
Q1 | $11.4M | Buy |
149,883
+3,206
| +2% | +$243K | 0.05% | 402 |
|
|
2014
Q4 | $11.4M | Buy |
146,677
+2,210
| +2% | +$172K | 0.06% | 362 |
|
|
2014
Q3 | $10.5M | Sell |
144,467
-11,978
| -8% | -$867K | 0.06% | 342 |
|
|
2014
Q2 | $12.6M | Sell |
156,445
-4,514
| -3% | -$364K | 0.08% | 277 |
|
|
2014
Q1 | $11.7M | Sell |
160,959
-3,538
| -2% | -$258K | 0.08% | 276 |
|
|
2013
Q4 | $12.1M | Buy |
164,497
+1,320
| +0.8% | +$97.5K | 0.09% | 247 |
|
|
2013
Q3 | $10.6M | Buy |
163,177
+2,832
| +2% | +$185K | 0.09% | 241 |
|
|
2013
Q2 | $8.63M | Buy |
+160,345
| New | +$8.63M | 0.08% | 280 |
|