Raymond James Financial Services Advisors’s Geron GERN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $186K | Buy |
41,025
+8,000
| +24% | +$36.3K | ﹤0.01% | 3198 |
|
2024
Q2 | $140K | Sell |
33,025
-7,678
| -19% | -$32.6K | ﹤0.01% | 3185 |
|
2024
Q1 | $134K | Buy |
40,703
+9,792
| +32% | +$32.3K | ﹤0.01% | 3178 |
|
2023
Q4 | $65.2K | Buy |
30,911
+2,250
| +8% | +$4.75K | ﹤0.01% | 3164 |
|
2023
Q3 | $60.8K | Sell |
28,661
-19,950
| -41% | -$42.3K | ﹤0.01% | 3124 |
|
2023
Q2 | $156K | Hold |
48,611
| – | – | ﹤0.01% | 2988 |
|
2023
Q1 | $105K | Sell |
48,611
-35,850
| -42% | -$77.8K | ﹤0.01% | 3033 |
|
2022
Q4 | $204K | Sell |
84,461
-689
| -0.8% | -$1.67K | ﹤0.01% | 2848 |
|
2022
Q3 | $199K | Sell |
85,150
-1,500
| -2% | -$3.51K | ﹤0.01% | 2853 |
|
2022
Q2 | $134K | Buy |
86,650
+1,500
| +2% | +$2.32K | ﹤0.01% | 2950 |
|
2022
Q1 | $116K | Sell |
85,150
-9,660
| -10% | -$13.2K | ﹤0.01% | 3069 |
|
2021
Q4 | $116K | Sell |
94,810
-3,000
| -3% | -$3.67K | ﹤0.01% | 3086 |
|
2021
Q3 | $134K | Sell |
97,810
-100
| -0.1% | -$137 | ﹤0.01% | 3066 |
|
2021
Q2 | $138K | Sell |
97,910
-18,465
| -16% | -$26K | ﹤0.01% | 3085 |
|
2021
Q1 | $184K | Buy |
116,375
+2,500
| +2% | +$3.95K | ﹤0.01% | 2920 |
|
2020
Q4 | $181K | Buy |
113,875
+500
| +0.4% | +$795 | ﹤0.01% | 2747 |
|
2020
Q3 | $197K | Buy |
113,375
+1,500
| +1% | +$2.61K | ﹤0.01% | 2544 |
|
2020
Q2 | $244K | Buy |
111,875
+16,000
| +17% | +$34.9K | ﹤0.01% | 2361 |
|
2020
Q1 | $114K | Buy |
95,875
+3,900
| +4% | +$4.64K | ﹤0.01% | 2201 |
|
2019
Q4 | $125K | Sell |
91,975
-4,660
| -5% | -$6.33K | ﹤0.01% | 2673 |
|
2019
Q3 | $129K | Sell |
96,635
-1,000
| -1% | -$1.34K | ﹤0.01% | 2591 |
|
2019
Q2 | $138K | Buy |
97,635
+5,100
| +6% | +$7.21K | ﹤0.01% | 2619 |
|
2019
Q1 | $154K | Sell |
92,535
-256
| -0.3% | -$426 | ﹤0.01% | 2557 |
|
2018
Q4 | $93K | Sell |
92,791
-10,475
| -10% | -$10.5K | ﹤0.01% | 2406 |
|
2018
Q3 | $182K | Buy |
103,266
+3,300
| +3% | +$5.82K | ﹤0.01% | 2556 |
|
2018
Q2 | $343K | Buy |
99,966
+2,200
| +2% | +$7.55K | ﹤0.01% | 2138 |
|
2018
Q1 | $416K | Buy |
97,766
+12,650
| +15% | +$53.8K | ﹤0.01% | 1822 |
|
2017
Q4 | $153K | Buy |
85,116
+2,690
| +3% | +$4.84K | ﹤0.01% | 2313 |
|
2017
Q3 | $180K | Buy |
82,426
+24,370
| +42% | +$53.2K | ﹤0.01% | 2307 |
|
2017
Q2 | $161K | Buy |
58,056
+1,000
| +2% | +$2.77K | ﹤0.01% | 2276 |
|
2017
Q1 | $130K | Buy |
57,056
+13,500
| +31% | +$30.8K | ﹤0.01% | 2222 |
|
2016
Q4 | $90K | Hold |
43,556
| – | – | ﹤0.01% | 2194 |
|
2016
Q3 | $98K | Buy |
43,556
+4,000
| +10% | +$9K | ﹤0.01% | 2147 |
|
2016
Q2 | $106K | Buy |
39,556
+4,700
| +13% | +$12.6K | ﹤0.01% | 2090 |
|
2016
Q1 | $102K | Buy |
+34,856
| New | +$102K | ﹤0.01% | 1888 |
|