Raymond James Financial Services Advisors’s Carolina Financial Corp. CARO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,228
| Closed | -$446K | – | 2888 |
|
|
2020
Q1 | $446K | Sell |
17,228
-3,519
| -17% | -$91.1K | ﹤0.01% | 1626 |
|
|
2019
Q4 | $897K | Sell |
20,747
-2,264
| -10% | -$97.9K | ﹤0.01% | 1598 |
|
|
2019
Q3 | $818K | Buy |
23,011
+6,519
| +40% | +$232K | ﹤0.01% | 1594 |
|
|
2019
Q2 | $579K | Buy |
16,492
+676
| +4% | +$23.7K | ﹤0.01% | 1828 |
|
|
2019
Q1 | $547K | Buy |
15,816
+6,533
| +70% | +$226K | ﹤0.01% | 1841 |
|
|
2018
Q4 | $275K | Sell |
9,283
-19,626
| -68% | -$581K | ﹤0.01% | 2054 |
|
|
2018
Q3 | $1.09M | Sell |
28,909
-10,154
| -26% | -$383K | ﹤0.01% | 1409 |
|
|
2018
Q2 | $1.68M | Sell |
39,063
-179
| -0.5% | -$7.69K | 0.01% | 1115 |
|
|
2018
Q1 | $1.54M | Buy |
39,242
+120
| +0.3% | +$4.71K | 0.01% | 1063 |
|
|
2017
Q4 | $1.45M | Sell |
39,122
-2,510
| -6% | -$93.2K | 0.01% | 1064 |
|
|
2017
Q3 | $1.49M | Buy |
41,632
+1,134
| +3% | +$40.7K | 0.01% | 1066 |
|
|
2017
Q2 | $1.31M | Sell |
40,498
-344
| -0.8% | -$11.1K | 0.01% | 1095 |
|
|
2017
Q1 | $1.23M | Buy |
40,842
+6,256
| +18% | +$188K | 0.01% | 1061 |
|
|
2016
Q4 | $1.07M | Buy |
34,586
+6,481
| +23% | +$200K | 0.01% | 1080 |
|
|
2016
Q3 | $628K | Sell |
28,105
-320
| -1% | -$7.15K | 0.01% | 1380 |
|
|
2016
Q2 | $531K | Buy |
28,425
+3,480
| +14% | +$65K | 0.01% | 1394 |
|
|
2016
Q1 | $463K | Sell |
24,945
-210
| -0.8% | -$3.9K | 0.01% | 1293 |
|
|
2015
Q4 | $453K | Buy |
+25,155
| New | +$453K | 0.01% | 1242 |
|