Raymond James Financial Services Advisors’s PHYSICIANS REALTY TRUST DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-67,752
| Closed | -$902K | – | 3526 |
|
|
2023
Q4 | $902K | Sell |
67,752
-9,202
| -12% | -$122K | ﹤0.01% | 2039 |
|
|
2023
Q3 | $938K | Sell |
76,954
-3,000
| -4% | -$36.6K | ﹤0.01% | 1939 |
|
|
2023
Q2 | $1.12M | Sell |
79,954
-9,536
| -11% | -$133K | ﹤0.01% | 1860 |
|
|
2023
Q1 | $1.34M | Sell |
89,490
-10,848
| -11% | -$162K | ﹤0.01% | 1721 |
|
|
2022
Q4 | $1.45M | Sell |
100,338
-7,948
| -7% | -$115K | ﹤0.01% | 1622 |
|
|
2022
Q3 | $1.63M | Sell |
108,286
-3,747
| -3% | -$56.4K | ﹤0.01% | 1536 |
|
|
2022
Q2 | $1.96M | Sell |
112,033
-5,847
| -5% | -$102K | ﹤0.01% | 1451 |
|
|
2022
Q1 | $2.07M | Sell |
117,880
-16,772
| -12% | -$294K | ﹤0.01% | 1466 |
|
|
2021
Q4 | $2.54M | Sell |
134,652
-28,630
| -18% | -$539K | ﹤0.01% | 1380 |
|
|
2021
Q3 | $2.88M | Sell |
163,282
-22,083
| -12% | -$389K | 0.01% | 1273 |
|
|
2021
Q2 | $3.42M | Sell |
185,365
-9,488
| -5% | -$175K | 0.01% | 1171 |
|
|
2021
Q1 | $3.44M | Sell |
194,853
-23,906
| -11% | -$422K | 0.01% | 1098 |
|
|
2020
Q4 | $3.89M | Buy |
218,759
+16,287
| +8% | +$290K | 0.01% | 944 |
|
|
2020
Q3 | $3.63M | Sell |
202,472
-9,687
| -5% | -$173K | 0.01% | 889 |
|
|
2020
Q2 | $3.72M | Sell |
212,159
-37,944
| -15% | -$665K | 0.01% | 828 |
|
|
2020
Q1 | $3.49M | Buy |
250,103
+87,965
| +54% | +$1.23M | 0.02% | 643 |
|
|
2019
Q4 | $3.07M | Buy |
162,138
+3,655
| +2% | +$69.2K | 0.01% | 951 |
|
|
2019
Q3 | $2.81M | Sell |
158,483
-19,686
| -11% | -$349K | 0.01% | 932 |
|
|
2019
Q2 | $3.11M | Buy |
178,169
+17,614
| +11% | +$307K | 0.01% | 881 |
|
|
2019
Q1 | $3.02M | Buy |
160,555
+3,162
| +2% | +$59.5K | 0.01% | 860 |
|
|
2018
Q4 | $2.52M | Buy |
157,393
+958
| +0.6% | +$15.4K | 0.01% | 781 |
|
|
2018
Q3 | $2.64M | Sell |
156,435
-1,955
| -1% | -$33K | 0.01% | 920 |
|
|
2018
Q2 | $2.53M | Buy |
158,390
+8,464
| +6% | +$135K | 0.01% | 899 |
|
|
2018
Q1 | $2.33M | Sell |
149,926
-47,485
| -24% | -$739K | 0.01% | 860 |
|
|
2017
Q4 | $3.55M | Sell |
197,411
-42,484
| -18% | -$764K | 0.02% | 671 |
|
|
2017
Q3 | $4.25M | Sell |
239,895
-41,274
| -15% | -$732K | 0.03% | 587 |
|
|
2017
Q2 | $5.66M | Buy |
281,169
+51,665
| +23% | +$1.04M | 0.04% | 471 |
|
|
2017
Q1 | $4.56M | Buy |
229,504
+120,213
| +110% | +$2.39M | 0.03% | 513 |
|
|
2016
Q4 | $2.07M | Buy |
109,291
+23,777
| +28% | +$451K | 0.02% | 768 |
|
|
2016
Q3 | $1.84M | Sell |
85,514
-23,921
| -22% | -$515K | 0.02% | 809 |
|
|
2016
Q2 | $2.3M | Buy |
109,435
+55,518
| +103% | +$1.17M | 0.02% | 668 |
|
|
2016
Q1 | $1M | Buy |
53,917
+23,436
| +77% | +$436K | 0.01% | 911 |
|
|
2015
Q4 | $514K | Buy |
30,481
+4,999
| +20% | +$84.3K | 0.01% | 1189 |
|
|
2015
Q3 | $385K | Buy |
+25,482
| New | +$385K | 0.01% | 1151 |
|