Raymond James & Associates’s ZTO Express ZTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $512K | Buy |
+20,677
| New | +$512K | ﹤0.01% | 3082 |
|
2023
Q4 | – | Sell |
-8,568
| Closed | -$207K | – | 3900 |
|
2023
Q3 | $207K | Sell |
8,568
-22
| -0.3% | -$532 | ﹤0.01% | 3407 |
|
2023
Q2 | $215K | Sell |
8,590
-74
| -0.9% | -$1.86K | ﹤0.01% | 3409 |
|
2023
Q1 | $248K | Buy |
8,664
+74
| +0.9% | +$2.12K | ﹤0.01% | 3340 |
|
2022
Q4 | $231K | Sell |
8,590
-24,731
| -74% | -$665K | ﹤0.01% | 3343 |
|
2022
Q3 | $801K | Buy |
33,321
+4,500
| +16% | +$108K | ﹤0.01% | 2533 |
|
2022
Q2 | $791K | Buy |
28,821
+2,887
| +11% | +$79.2K | ﹤0.01% | 2600 |
|
2022
Q1 | $648K | Sell |
25,934
-44,741
| -63% | -$1.12M | ﹤0.01% | 2889 |
|
2021
Q4 | $1.99M | Sell |
70,675
-1,858
| -3% | -$52.4K | ﹤0.01% | 2176 |
|
2021
Q3 | $2.22M | Sell |
72,533
-3,282
| -4% | -$101K | ﹤0.01% | 2021 |
|
2021
Q2 | $2.3M | Buy |
75,815
+5,147
| +7% | +$156K | ﹤0.01% | 1995 |
|
2021
Q1 | $2.06M | Buy |
70,668
+6,366
| +10% | +$186K | ﹤0.01% | 1986 |
|
2020
Q4 | $1.88M | Sell |
64,302
-84,871
| -57% | -$2.47M | ﹤0.01% | 1919 |
|
2020
Q3 | $4.46M | Buy |
149,173
+9,097
| +6% | +$272K | 0.01% | 1290 |
|
2020
Q2 | $5.14M | Sell |
140,076
-16,720
| -11% | -$614K | 0.01% | 1159 |
|
2020
Q1 | $4.15M | Sell |
156,796
-8,510
| -5% | -$225K | 0.01% | 1147 |
|
2019
Q4 | $3.86M | Buy |
165,306
+11,034
| +7% | +$258K | ﹤0.01% | 1414 |
|
2019
Q3 | $3.29M | Buy |
154,272
+57,899
| +60% | +$1.24M | ﹤0.01% | 1490 |
|
2019
Q2 | $1.84M | Buy |
96,373
+5,606
| +6% | +$107K | ﹤0.01% | 1849 |
|
2019
Q1 | $1.66M | Buy |
90,767
+24,406
| +37% | +$446K | ﹤0.01% | 1885 |
|
2018
Q4 | $1.05M | Sell |
66,361
-12,737
| -16% | -$202K | ﹤0.01% | 2062 |
|
2018
Q3 | $1.31M | Sell |
79,098
-9,967
| -11% | -$165K | ﹤0.01% | 2067 |
|
2018
Q2 | $1.78M | Buy |
89,065
+21,026
| +31% | +$420K | ﹤0.01% | 1829 |
|
2018
Q1 | $1.02M | Buy |
68,039
+7,673
| +13% | +$115K | ﹤0.01% | 2113 |
|
2017
Q4 | $957K | Buy |
60,366
+22,461
| +59% | +$356K | ﹤0.01% | 2150 |
|
2017
Q3 | $532K | Sell |
37,905
-8,767
| -19% | -$123K | ﹤0.01% | 2439 |
|
2017
Q2 | $652K | Sell |
46,672
-6,301
| -12% | -$88K | ﹤0.01% | 2264 |
|
2017
Q1 | $693K | Buy |
52,973
+31,058
| +142% | +$406K | ﹤0.01% | 2192 |
|
2016
Q4 | $265K | Buy |
+21,915
| New | +$265K | ﹤0.01% | 2696 |
|