Raymond James & Associates’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,946
| Closed | -$202K | – | 3839 |
|
|
2023
Q3 | $202K | Buy |
+2,946
| New | +$202K | ﹤0.01% | 3426 |
|
|
2020
Q1 | – | Sell |
-3,445
| Closed | -$271K | – | 3509 |
|
|
2019
Q4 | $271K | Sell |
3,445
-4,300
| -56% | -$338K | ﹤0.01% | 3122 |
|
|
2019
Q3 | $619K | Buy |
7,745
+244
| +3% | +$19.5K | ﹤0.01% | 2505 |
|
|
2019
Q2 | $548K | Sell |
7,501
-150
| -2% | -$11K | ﹤0.01% | 2586 |
|
|
2019
Q1 | $520K | Hold |
7,651
| – | – | ﹤0.01% | 2614 |
|
|
2018
Q4 | $459K | Buy |
7,651
+675
| +10% | +$40.5K | ﹤0.01% | 2597 |
|
|
2018
Q3 | $445K | Buy |
6,976
+111
| +2% | +$7.08K | ﹤0.01% | 2777 |
|
|
2018
Q2 | $433K | Hold |
6,865
| – | – | ﹤0.01% | 2773 |
|
|
2018
Q1 | $385K | Buy |
6,865
+599
| +10% | +$33.6K | ﹤0.01% | 2719 |
|
|
2017
Q4 | $395K | Buy |
+6,266
| New | +$395K | ﹤0.01% | 2664 |
|