Raymond James & Associates’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,999
| Closed | -$779K | – | 4123 |
|
|
2021
Q4 | $779K | Sell |
16,999
-902
| -5% | -$41.3K | ﹤0.01% | 2783 |
|
|
2021
Q3 | $1.09M | Buy |
17,901
+436
| +2% | +$26.5K | ﹤0.01% | 2522 |
|
|
2021
Q2 | $931K | Buy |
17,465
+5,837
| +50% | +$311K | ﹤0.01% | 2631 |
|
|
2021
Q1 | $626K | Sell |
11,628
-2,450
| -17% | -$132K | ﹤0.01% | 2839 |
|
|
2020
Q4 | $1.01M | Buy |
+14,078
| New | +$1.01M | ﹤0.01% | 2330 |
|
|
2020
Q1 | – | Sell |
-135,444
| Closed | -$7.1M | – | 3653 |
|
|
2019
Q4 | $7.1M | Sell |
135,444
-3,922
| -3% | -$206K | 0.01% | 1064 |
|
|
2019
Q3 | $6.55M | Sell |
139,366
-23,806
| -15% | -$1.12M | 0.01% | 1075 |
|
|
2019
Q2 | $8.24M | Buy |
163,172
+109,315
| +203% | +$5.52M | 0.01% | 955 |
|
|
2019
Q1 | $2.12M | Buy |
53,857
+13,216
| +33% | +$520K | ﹤0.01% | 1731 |
|
|
2018
Q4 | $1.08M | Buy |
+40,641
| New | +$1.08M | ﹤0.01% | 2043 |
|