Raymond James Financial Services Advisors’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $258K | Sell |
6,812
-311
| -4% | -$11.8K | ﹤0.01% | 3023 |
|
|
2024
Q2 | $205K | Buy |
+7,123
| New | +$205K | ﹤0.01% | 3104 |
|
|
2023
Q4 | – | Sell |
-5,811
| Closed | -$224K | – | 3285 |
|
|
2023
Q3 | $224K | Sell |
5,811
-300
| -5% | -$11.6K | ﹤0.01% | 2853 |
|
|
2023
Q2 | $297K | Sell |
6,111
-4,969
| -45% | -$242K | ﹤0.01% | 2665 |
|
|
2023
Q1 | $545K | Sell |
11,080
-1,003
| -8% | -$49.4K | ﹤0.01% | 2275 |
|
|
2022
Q4 | $690K | Sell |
12,083
-243
| -2% | -$13.9K | ﹤0.01% | 2082 |
|
|
2022
Q3 | $819K | Sell |
12,326
-63
| -0.5% | -$4.19K | ﹤0.01% | 1939 |
|
|
2022
Q2 | $564K | Sell |
12,389
-38,122
| -75% | -$1.74M | ﹤0.01% | 2188 |
|
|
2022
Q1 | $4.02M | Buy |
50,511
+36,314
| +256% | +$2.89M | 0.01% | 1125 |
|
|
2021
Q4 | $1.16M | Buy |
14,197
+447
| +3% | +$36.4K | ﹤0.01% | 1879 |
|
|
2021
Q3 | $803K | Sell |
13,750
-1,328
| -9% | -$77.6K | ﹤0.01% | 2100 |
|
|
2021
Q2 | $946K | Sell |
15,078
-54
| -0.4% | -$3.39K | ﹤0.01% | 1986 |
|
|
2021
Q1 | $736K | Sell |
15,132
-20,148
| -57% | -$980K | ﹤0.01% | 2053 |
|
|
2020
Q4 | $1.84M | Buy |
35,280
+26,474
| +301% | +$1.38M | ﹤0.01% | 1348 |
|
|
2020
Q3 | $294K | Sell |
8,806
-13,102
| -60% | -$437K | ﹤0.01% | 2290 |
|
|
2020
Q2 | $609K | Buy |
+21,908
| New | +$609K | ﹤0.01% | 1783 |
|
|
2019
Q3 | – | Sell |
-10,813
| Closed | -$159K | – | 2774 |
|
|
2019
Q2 | $159K | Sell |
10,813
-6
| -0.1% | -$88 | ﹤0.01% | 2591 |
|
|
2019
Q1 | $175K | Buy |
+10,819
| New | +$175K | ﹤0.01% | 2527 |
|
|
2018
Q1 | – | Sell |
-42,320
| Closed | -$364K | – | 2518 |
|
|
2017
Q4 | $364K | Hold |
42,320
| – | – | ﹤0.01% | 1902 |
|
|
2017
Q3 | $330K | Sell |
42,320
-160
| -0.4% | -$1.25K | ﹤0.01% | 1969 |
|
|
2017
Q2 | $327K | Hold |
42,480
| – | – | ﹤0.01% | 1943 |
|
|
2017
Q1 | $278K | Buy |
42,480
+2,880
| +7% | +$18.8K | ﹤0.01% | 1940 |
|
|
2016
Q4 | $218K | Hold |
39,600
| – | – | ﹤0.01% | 2002 |
|
|
2016
Q3 | $208K | Sell |
39,600
-19,989
| -34% | -$105K | ﹤0.01% | 2015 |
|
|
2016
Q2 | $260K | Sell |
59,589
-18,747
| -24% | -$81.8K | ﹤0.01% | 1807 |
|
|
2016
Q1 | $374K | Buy |
78,336
+34,636
| +79% | +$165K | ﹤0.01% | 1407 |
|
|
2015
Q4 | $273K | Buy |
+43,700
| New | +$273K | ﹤0.01% | 1439 |
|