Raymond James Financial Services Advisors’s Forian FORA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,161
| Closed | -$42.8K | – | 3455 |
|
|
2024
Q2 | $42.8K | Sell |
16,161
-11,317
| -41% | -$30K | ﹤0.01% | 3296 |
|
|
2024
Q1 | $91.2K | Hold |
27,478
| – | – | ﹤0.01% | 3231 |
|
|
2023
Q4 | $80.4K | Sell |
27,478
-12,522
| -31% | -$36.6K | ﹤0.01% | 3142 |
|
|
2023
Q3 | $89.2K | Buy |
40,000
+4,092
| +11% | +$9.13K | ﹤0.01% | 3080 |
|
|
2023
Q2 | $88K | Hold |
35,908
| – | – | ﹤0.01% | 3075 |
|
|
2023
Q1 | $137K | Buy |
35,908
+10,908
| +44% | +$41.6K | ﹤0.01% | 3001 |
|
|
2022
Q4 | $68.3K | Hold |
25,000
| – | – | ﹤0.01% | 3048 |
|
|
2022
Q3 | $84K | Hold |
25,000
| – | – | ﹤0.01% | 3010 |
|
|
2022
Q2 | $110K | Sell |
25,000
-17,001
| -40% | -$74.8K | ﹤0.01% | 2982 |
|
|
2022
Q1 | $292K | Sell |
42,001
-931
| -2% | -$6.47K | ﹤0.01% | 2721 |
|
|
2021
Q4 | $387K | Sell |
42,932
-1,565
| -4% | -$14.1K | ﹤0.01% | 2534 |
|
|
2021
Q3 | $459K | Hold |
44,497
| – | – | ﹤0.01% | 2417 |
|
|
2021
Q2 | $559K | Buy |
+44,497
| New | +$559K | ﹤0.01% | 2295 |
|