Raymond James Financial Services Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,749
| Closed | -$487K | – | 3403 |
|
|
2023
Q4 | $487K | Sell |
7,749
-2,782
| -26% | -$175K | ﹤0.01% | 2435 |
|
|
2023
Q3 | $724K | Sell |
10,531
-23,740
| -69% | -$1.63M | ﹤0.01% | 2096 |
|
|
2023
Q2 | $3.64M | Sell |
34,271
-9,836
| -22% | -$1.04M | 0.01% | 1198 |
|
|
2023
Q1 | $4.75M | Sell |
44,107
-1,327
| -3% | -$143K | 0.01% | 1025 |
|
|
2022
Q4 | $4.77M | Sell |
45,434
-46,608
| -51% | -$4.89M | 0.01% | 978 |
|
|
2022
Q3 | $8.31M | Buy |
92,042
+643
| +0.7% | +$58K | 0.02% | 705 |
|
|
2022
Q2 | $8.41M | Sell |
91,399
-17,254
| -16% | -$1.59M | 0.02% | 703 |
|
|
2022
Q1 | $10.6M | Buy |
108,653
+32,397
| +42% | +$3.17M | 0.02% | 663 |
|
|
2021
Q4 | $9.24M | Buy |
76,256
+58,428
| +328% | +$7.08M | 0.02% | 723 |
|
|
2021
Q3 | $1.48M | Buy |
17,828
+5,608
| +46% | +$466K | ﹤0.01% | 1678 |
|
|
2021
Q2 | $1.1M | Buy |
12,220
+8,255
| +208% | +$741K | ﹤0.01% | 1886 |
|
|
2021
Q1 | $352K | Sell |
3,965
-317
| -7% | -$28.1K | ﹤0.01% | 2522 |
|
|
2020
Q4 | $329K | Sell |
4,282
-256
| -6% | -$19.7K | ﹤0.01% | 2407 |
|
|
2020
Q3 | $260K | Buy |
+4,538
| New | +$260K | ﹤0.01% | 2357 |
|