Raymond James Financial Services Advisors’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $680K | Sell |
10,852
-470
| -4% | -$29.4K | ﹤0.01% | 2412 |
|
|
2024
Q2 | $709K | Buy |
11,322
+95
| +0.8% | +$5.95K | ﹤0.01% | 2297 |
|
|
2024
Q1 | $650K | Buy |
11,227
+103
| +0.9% | +$5.97K | ﹤0.01% | 2327 |
|
|
2023
Q4 | $551K | Sell |
11,124
-383
| -3% | -$19K | ﹤0.01% | 2346 |
|
|
2023
Q3 | $507K | Buy |
11,507
+26
| +0.2% | +$1.15K | ﹤0.01% | 2317 |
|
|
2023
Q2 | $681K | Sell |
11,481
-331
| -3% | -$19.6K | ﹤0.01% | 2156 |
|
|
2023
Q1 | $693K | Buy |
11,812
+433
| +4% | +$25.4K | ﹤0.01% | 2132 |
|
|
2022
Q4 | $702K | Sell |
11,379
-1,557
| -12% | -$96.1K | ﹤0.01% | 2071 |
|
|
2022
Q3 | $574K | Buy |
12,936
+3,040
| +31% | +$135K | ﹤0.01% | 2163 |
|
|
2022
Q2 | $522K | Buy |
9,896
+1,616
| +20% | +$85.2K | ﹤0.01% | 2242 |
|
|
2022
Q1 | $616K | Buy |
8,280
+198
| +2% | +$14.7K | ﹤0.01% | 2252 |
|
|
2021
Q4 | $641K | Buy |
8,082
+195
| +2% | +$15.5K | ﹤0.01% | 2237 |
|
|
2021
Q3 | $633K | Sell |
7,887
-180
| -2% | -$14.4K | ﹤0.01% | 2219 |
|
|
2021
Q2 | $612K | Sell |
8,067
-715
| -8% | -$54.2K | ﹤0.01% | 2249 |
|
|
2021
Q1 | $634K | Buy |
8,782
+3,527
| +67% | +$255K | ﹤0.01% | 2141 |
|
|
2020
Q4 | $432K | Buy |
5,255
+477
| +10% | +$39.2K | ﹤0.01% | 2230 |
|
|
2020
Q3 | $369K | Buy |
4,778
+960
| +25% | +$74.1K | ﹤0.01% | 2163 |
|
|
2020
Q2 | $281K | Sell |
3,818
-234
| -6% | -$17.2K | ﹤0.01% | 2264 |
|
|
2020
Q1 | $218K | Buy |
4,052
+223
| +6% | +$12K | ﹤0.01% | 2019 |
|
|
2019
Q4 | $267K | Sell |
3,829
-6,496
| -63% | -$453K | ﹤0.01% | 2389 |
|
|
2019
Q3 | $585K | Buy |
10,325
+6,458
| +167% | +$366K | ﹤0.01% | 1806 |
|
|
2019
Q2 | $264K | Sell |
3,867
-24
| -0.6% | -$1.64K | ﹤0.01% | 2342 |
|
|
2019
Q1 | $254K | Buy |
+3,891
| New | +$254K | ﹤0.01% | 2355 |
|
|
2018
Q4 | – | Sell |
-3,533
| Closed | -$215K | – | 2944 |
|
|
2018
Q3 | $215K | Sell |
3,533
-537
| -13% | -$32.7K | ﹤0.01% | 2486 |
|
|
2018
Q2 | $224K | Sell |
4,070
-64
| -2% | -$3.52K | ﹤0.01% | 2408 |
|
|
2018
Q1 | $237K | Buy |
+4,134
| New | +$237K | ﹤0.01% | 2155 |
|
|
2016
Q3 | – | Sell |
-7,870
| Closed | -$262K | – | 2410 |
|
|
2016
Q2 | $262K | Buy |
+7,870
| New | +$262K | ﹤0.01% | 1802 |
|