Raymond James Financial Services Advisors’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41,686
| Closed | -$2.29M | – | 3437 |
|
|
2023
Q4 | $2.29M | Buy |
41,686
+37,197
| +829% | +$2.04M | ﹤0.01% | 1501 |
|
|
2023
Q3 | $220K | Sell |
4,489
-9,610
| -68% | -$471K | ﹤0.01% | 2865 |
|
|
2023
Q2 | $827K | Sell |
14,099
-2,507
| -15% | -$147K | ﹤0.01% | 2032 |
|
|
2023
Q1 | $937K | Sell |
16,606
-28
| -0.2% | -$1.58K | ﹤0.01% | 1932 |
|
|
2022
Q4 | $887K | Buy |
16,634
+52
| +0.3% | +$2.77K | ﹤0.01% | 1913 |
|
|
2022
Q3 | $796K | Sell |
16,582
-197
| -1% | -$9.46K | ﹤0.01% | 1957 |
|
|
2022
Q2 | $884K | Sell |
16,779
-298
| -2% | -$15.7K | ﹤0.01% | 1912 |
|
|
2022
Q1 | $991K | Buy |
17,077
+707
| +4% | +$41K | ﹤0.01% | 1952 |
|
|
2021
Q4 | $1.13M | Buy |
16,370
+630
| +4% | +$43.3K | ﹤0.01% | 1901 |
|
|
2021
Q3 | $1.1M | Buy |
15,740
+3,003
| +24% | +$210K | ﹤0.01% | 1892 |
|
|
2021
Q2 | $934K | Buy |
12,737
+6,512
| +105% | +$478K | ﹤0.01% | 1999 |
|
|
2021
Q1 | $496K | Buy |
6,225
+777
| +14% | +$61.9K | ﹤0.01% | 2291 |
|
|
2020
Q4 | $340K | Buy |
5,448
+28
| +0.5% | +$1.75K | ﹤0.01% | 2386 |
|
|
2020
Q3 | $269K | Sell |
5,420
-8,554
| -61% | -$425K | ﹤0.01% | 2330 |
|
|
2020
Q2 | $726K | Buy |
13,974
+6,763
| +94% | +$351K | ﹤0.01% | 1689 |
|
|
2020
Q1 | $208K | Sell |
7,211
-613
| -8% | -$17.7K | ﹤0.01% | 2039 |
|
|
2019
Q4 | $320K | Sell |
7,824
-1,455
| -16% | -$59.5K | ﹤0.01% | 2284 |
|
|
2019
Q3 | $285K | Sell |
9,279
-1,871
| -17% | -$57.5K | ﹤0.01% | 2279 |
|
|
2019
Q2 | $433K | Buy |
11,150
+2,024
| +22% | +$78.6K | ﹤0.01% | 2018 |
|
|
2019
Q1 | $361K | Buy |
+9,126
| New | +$361K | ﹤0.01% | 2117 |
|
|
2018
Q4 | – | Sell |
-12,609
| Closed | -$690K | – | 2678 |
|
|
2018
Q3 | $690K | Buy |
12,609
+7,475
| +146% | +$409K | ﹤0.01% | 1686 |
|
|
2018
Q2 | $215K | Sell |
5,134
-4,173
| -45% | -$175K | ﹤0.01% | 2427 |
|
|
2018
Q1 | $309K | Sell |
9,307
-37
| -0.4% | -$1.23K | ﹤0.01% | 2011 |
|
|
2017
Q4 | $278K | Buy |
9,344
+244
| +3% | +$7.26K | ﹤0.01% | 2060 |
|
|
2017
Q3 | $288K | Buy |
+9,100
| New | +$288K | ﹤0.01% | 2046 |
|