Raymond James & Associates’s Moelis & Co MC Stock Holding History

Raymond James & Associates’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$25.5M	Buy	372,919 +2,053	+0.6%	+$141K	0.02%	694
2024 Q2	$21.1M	Buy	370,866 +7,198	+2%	+$409K	0.01%	749
2024 Q1	$20.6M	Sell	363,668 -4,313	-1%	-$245K	0.01%	765
2023 Q4	$20.7M	Sell	367,981 -12,042	-3%	-$676K	0.02%	727
2023 Q3	$17.2M	Sell	380,023 -25,043	-6%	-$1.13M	0.01%	748
2023 Q2	$18.4M	Buy	405,066 +2,058	+0.5%	+$93.3K	0.02%	735
2023 Q1	$15.5M	Buy	403,008 +16,534	+4%	+$636K	0.01%	804
2022 Q4	$14.8M	Buy	386,474 +10,134	+3%	+$389K	0.01%	801
2022 Q3	$12.7M	Buy	376,340 +274,023	+268%	+$9.26M	0.01%	833
2022 Q2	$4.03M	Sell	102,317 -1,616	-2%	-$63.6K	﹤0.01%	1542
2022 Q1	$4.88M	Sell	103,933 -182,032	-64%	-$8.55M	﹤0.01%	1529
2021 Q4	$17.9M	Sell	285,965 -1,208	-0.4%	-$75.5K	0.01%	807
2021 Q3	$17.8M	Buy	287,173 +3,617	+1%	+$224K	0.02%	771
2021 Q2	$16.1M	Buy	283,556 +47,554	+20%	+$2.71M	0.01%	814
2021 Q1	$13M	Sell	236,002 -6,905	-3%	-$379K	0.01%	887
2020 Q4	$11.4M	Buy	242,907 +7,177	+3%	+$336K	0.01%	878
2020 Q3	$8.28M	Buy	235,730 +13,708	+6%	+$482K	0.01%	956
2020 Q2	$6.92M	Buy	222,022 +2,524	+1%	+$78.6K	0.01%	1013
2020 Q1	$6.17M	Sell	219,498 -10,058	-4%	-$283K	0.01%	942
2019 Q4	$7.33M	Sell	229,556 -17,455	-7%	-$557K	0.01%	1046
2019 Q3	$8.11M	Buy	247,011 +66,407	+37%	+$2.18M	0.01%	962
2019 Q2	$6.31M	Sell	180,604 -42,615	-19%	-$1.49M	0.01%	1097
2019 Q1	$9.29M	Buy	223,219 +78,993	+55%	+$3.29M	0.01%	857
2018 Q4	$4.96M	Buy	144,226 +173	+0.1%	+$5.95K	0.01%	1110
2018 Q3	$7.89M	Sell	144,053 -532	-0.4%	-$29.2K	0.01%	962
2018 Q2	$8.48M	Buy	144,585 +4,114	+3%	+$241K	0.01%	903
2018 Q1	$7.14M	Buy	140,471 +130,914	+1,370%	+$6.66M	0.01%	953
2017 Q4	$463K	Buy	9,557 +52	+0.5%	+$2.52K	﹤0.01%	2569
2017 Q3	$409K	Buy	9,505 +668	+8%	+$28.7K	﹤0.01%	2593
2017 Q2	$343K	Buy	8,837 +750	+9%	+$29.1K	﹤0.01%	2633
2017 Q1	$311K	Buy	+8,087	New	+$311K	﹤0.01%	2668