Raymond James Financial Services Advisors’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,370
| Closed | -$377K | – | 3495 |
|
|
2023
Q4 | $377K | Sell |
20,370
-36,689
| -64% | -$678K | ﹤0.01% | 2581 |
|
|
2023
Q3 | $936K | Buy |
57,059
+3,684
| +7% | +$60.4K | ﹤0.01% | 1941 |
|
|
2023
Q2 | $1.36M | Sell |
53,375
-496
| -0.9% | -$12.6K | ﹤0.01% | 1754 |
|
|
2023
Q1 | $1.33M | Buy |
53,871
+10,236
| +23% | +$253K | ﹤0.01% | 1724 |
|
|
2022
Q4 | $1.31M | Sell |
43,635
-8,248
| -16% | -$248K | ﹤0.01% | 1669 |
|
|
2022
Q3 | $2.16M | Buy |
51,883
+9,555
| +23% | +$398K | ﹤0.01% | 1379 |
|
|
2022
Q2 | $1.41M | Sell |
42,328
-4,521
| -10% | -$150K | ﹤0.01% | 1639 |
|
|
2022
Q1 | $2.8M | Sell |
46,849
-43,488
| -48% | -$2.6M | 0.01% | 1310 |
|
|
2021
Q4 | $5.8M | Sell |
90,337
-440
| -0.5% | -$28.3K | 0.01% | 945 |
|
|
2021
Q3 | $5.56M | Buy |
90,777
+7,465
| +9% | +$457K | 0.01% | 919 |
|
|
2021
Q2 | $4.35M | Buy |
83,312
+9,401
| +13% | +$490K | 0.01% | 1044 |
|
|
2021
Q1 | $3.61M | Sell |
73,911
-40,174
| -35% | -$1.96M | 0.01% | 1072 |
|
|
2020
Q4 | $5.5M | Buy |
114,085
+61,159
| +116% | +$2.95M | 0.01% | 794 |
|
|
2020
Q3 | $2.28M | Buy |
52,926
+20,541
| +63% | +$883K | 0.01% | 1100 |
|
|
2020
Q2 | $1.65M | Buy |
+32,385
| New | +$1.65M | 0.01% | 1195 |
|