Raymond James Financial Services Advisors’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,228
| Closed | -$446K | – | 2948 |
|
|
2020
Q1 | $446K | Sell |
17,228
-3,519
| -17% | -$123K | ﹤0.01% | 1631 |
|
|
2019
Q4 | $897K | Sell |
20,747
-2,264
| -10% | -$89.2K | ﹤0.01% | 1598 |
|
|
2019
Q3 | $818K | Buy |
23,011
+6,519
| +40% | +$227K | ﹤0.01% | 1594 |
|
|
2019
Q2 | $579K | Buy |
16,492
+676
| +4% | +$24.1K | ﹤0.01% | 1828 |
|
|
2019
Q1 | $547K | Buy |
15,816
+6,533
| +70% | +$227K | ﹤0.01% | 1841 |
|
|
2018
Q4 | $275K | Sell |
9,283
-19,626
| -68% | -$653K | ﹤0.01% | 2055 |
|
|
2018
Q3 | $1.09M | Sell |
28,909
-10,154
| -26% | -$421K | ﹤0.01% | 1409 |
|
|
2018
Q2 | $1.68M | Sell |
39,063
-179
| -0.5% | -$7.43K | 0.01% | 1115 |
|
|
2018
Q1 | $1.54M | Buy |
39,242
+120
| +0.3% | +$4.75K | 0.01% | 1063 |
|
|
2017
Q4 | $1.45M | Sell |
39,122
-2,510
| -6% | -$92.8K | 0.01% | 1064 |
|
|
2017
Q3 | $1.49M | Buy |
41,632
+1,134
| +3% | +$38.1K | 0.01% | 1066 |
|
|
2017
Q2 | $1.31M | Sell |
40,498
-344
| -0.8% | -$10.6K | 0.01% | 1095 |
|
|
2017
Q1 | $1.23M | Buy |
40,842
+6,256
| +18% | +$188K | 0.01% | 1061 |
|
|
2016
Q4 | $1.06M | Buy |
34,586
+6,481
| +23% | +$166K | 0.01% | 1080 |
|
|
2016
Q3 | $628K | Sell |
28,105
-320
| -1% | -$6.6K | 0.01% | 1380 |
|
|
2016
Q2 | $531K | Buy |
28,425
+3,480
| +14% | +$63.4K | 0.01% | 1395 |
|
|
2016
Q1 | $463K | Sell |
24,945
-210
| -0.8% | -$3.55K | 0.01% | 1294 |
|
|
2015
Q4 | $453K | Buy |
+25,155
| New | +$388K | 0.01% | 1245 |
|
Raymond James Financial Services Advisors's CARO Position: Q2 2020 in Review
Raymond James Financial Services Advisors sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 17,228 shares — an estimated $446K sold.
Raymond James Financial Services Advisors first reported a position in CARO in Q4 2015 and held it in 18 quarters. The position peaked at $1.68M in Q2 2018. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.
- Raymond James Financial Services Advisors reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
- Raymond James Financial Services Advisors sold 17,228 Carolina Financial Corp. shares in Q2 2020, an estimated $446K.
- Raymond James Financial Services Advisors first reported a position in Carolina Financial Corp. in Q4 2015 and held it in 18 quarters.
- Raymond James Financial Services Advisors's Carolina Financial Corp. position peaked at $1.68M in Q2 2018.
- 0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.
Based on Raymond James Financial Services Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.