Raymond James Financial Services Advisors’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-213,506
| Closed | -$190K | – | 3386 |
|
|
2023
Q1 | $190K | Buy |
213,506
+95,693
| +81% | +$85.1K | ﹤0.01% | 2921 |
|
|
2022
Q4 | $358K | Buy |
117,813
+23,352
| +25% | +$71K | ﹤0.01% | 2465 |
|
|
2022
Q3 | $370K | Buy |
94,461
+21,795
| +30% | +$85.4K | ﹤0.01% | 2441 |
|
|
2022
Q2 | $412K | Buy |
72,666
+32,044
| +79% | +$182K | ﹤0.01% | 2397 |
|
|
2022
Q1 | $319K | Buy |
40,622
+2,956
| +8% | +$23.2K | ﹤0.01% | 2668 |
|
|
2021
Q4 | $363K | Sell |
37,666
-1,046
| -3% | -$10.1K | ﹤0.01% | 2572 |
|
|
2021
Q3 | $382K | Sell |
38,712
-4,282
| -10% | -$42.3K | ﹤0.01% | 2532 |
|
|
2021
Q2 | $451K | Buy |
42,994
+7,393
| +21% | +$77.6K | ﹤0.01% | 2433 |
|
|
2021
Q1 | $377K | Buy |
35,601
+1,530
| +4% | +$16.2K | ﹤0.01% | 2476 |
|
|
2020
Q4 | $436K | Sell |
34,071
-6,418
| -16% | -$82.1K | ﹤0.01% | 2226 |
|
|
2020
Q3 | $404K | Sell |
40,489
-17,493
| -30% | -$175K | ﹤0.01% | 2108 |
|
|
2020
Q2 | $598K | Sell |
57,982
-2,202
| -4% | -$22.7K | ﹤0.01% | 1796 |
|
|
2020
Q1 | $487K | Sell |
60,184
-3,259
| -5% | -$26.4K | ﹤0.01% | 1563 |
|
|
2019
Q4 | $853K | Sell |
63,443
-19,732
| -24% | -$265K | ﹤0.01% | 1633 |
|
|
2019
Q3 | $1.02M | Buy |
83,175
+326
| +0.4% | +$3.98K | ﹤0.01% | 1471 |
|
|
2019
Q2 | $992K | Sell |
82,849
-4,105
| -5% | -$49.2K | ﹤0.01% | 1506 |
|
|
2019
Q1 | $1.01M | Sell |
86,954
-3,930
| -4% | -$45.8K | ﹤0.01% | 1441 |
|
|
2018
Q4 | $987K | Sell |
90,884
-18,579
| -17% | -$202K | 0.01% | 1278 |
|
|
2018
Q3 | $1.64M | Sell |
109,463
-1,014
| -0.9% | -$15.1K | 0.01% | 1192 |
|
|
2018
Q2 | $1.64M | Sell |
110,477
-54,368
| -33% | -$809K | 0.01% | 1128 |
|
|
2018
Q1 | $2.77M | Buy |
164,845
+92,090
| +127% | +$1.55M | 0.02% | 798 |
|
|
2017
Q4 | $1.3M | Buy |
72,755
+45,557
| +168% | +$813K | 0.01% | 1141 |
|
|
2017
Q3 | $430K | Buy |
27,198
+1,308
| +5% | +$20.7K | ﹤0.01% | 1809 |
|
|
2017
Q2 | $378K | Sell |
25,890
-422
| -2% | -$6.16K | ﹤0.01% | 1849 |
|
|
2017
Q1 | $390K | Sell |
26,312
-382
| -1% | -$5.66K | ﹤0.01% | 1723 |
|
|
2016
Q4 | $382K | Buy |
+26,694
| New | +$382K | ﹤0.01% | 1677 |
|
|
2016
Q2 | – | Sell |
-15,016
| Closed | -$212K | – | 2286 |
|
|
2016
Q1 | $212K | Sell |
15,016
-7,237
| -33% | -$102K | ﹤0.01% | 1726 |
|
|
2015
Q4 | $483K | Buy |
22,253
+2,666
| +14% | +$57.9K | 0.01% | 1212 |
|
|
2015
Q3 | $471K | Buy |
+19,587
| New | +$471K | 0.01% | 1081 |
|