Raymond James Financial Services Advisors’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $313K | Buy |
4,971
+415
| +9% | +$26.1K | ﹤0.01% | 2923 |
|
|
2024
Q2 | $242K | Sell |
4,556
-292
| -6% | -$15.5K | ﹤0.01% | 3002 |
|
|
2024
Q1 | $250K | Buy |
+4,848
| New | +$250K | ﹤0.01% | 2949 |
|
|
2023
Q2 | – | Sell |
-8,416
| Closed | -$267K | – | 3292 |
|
|
2023
Q1 | $267K | Buy |
8,416
+436
| +5% | +$13.8K | ﹤0.01% | 2716 |
|
|
2022
Q4 | $273K | Sell |
7,980
-4,810
| -38% | -$164K | ﹤0.01% | 2647 |
|
|
2022
Q3 | $363K | Sell |
12,790
-1,345
| -10% | -$38.2K | ﹤0.01% | 2453 |
|
|
2022
Q2 | $626K | Sell |
14,135
-466
| -3% | -$20.6K | ﹤0.01% | 2131 |
|
|
2022
Q1 | $803K | Sell |
14,601
-545
| -4% | -$30K | ﹤0.01% | 2092 |
|
|
2021
Q4 | $804K | Sell |
15,146
-2,528
| -14% | -$134K | ﹤0.01% | 2100 |
|
|
2021
Q3 | $984K | Buy |
17,674
+2,460
| +16% | +$137K | ﹤0.01% | 1974 |
|
|
2021
Q2 | $988K | Buy |
15,214
+214
| +1% | +$13.9K | ﹤0.01% | 1949 |
|
|
2021
Q1 | $912K | Buy |
15,000
+3,796
| +34% | +$231K | ﹤0.01% | 1909 |
|
|
2020
Q4 | $585K | Buy |
11,204
+2,545
| +29% | +$133K | ﹤0.01% | 2041 |
|
|
2020
Q3 | $358K | Buy |
8,659
+993
| +13% | +$41.1K | ﹤0.01% | 2174 |
|
|
2020
Q2 | $312K | Buy |
7,666
+112
| +1% | +$4.56K | ﹤0.01% | 2202 |
|
|
2020
Q1 | $308K | Sell |
7,554
-478
| -6% | -$19.5K | ﹤0.01% | 1829 |
|
|
2019
Q4 | $391K | Buy |
8,032
+213
| +3% | +$10.4K | ﹤0.01% | 2139 |
|
|
2019
Q3 | $437K | Buy |
7,819
+283
| +4% | +$15.8K | ﹤0.01% | 1990 |
|
|
2019
Q2 | $471K | Buy |
7,536
+1,106
| +17% | +$69.1K | ﹤0.01% | 1969 |
|
|
2019
Q1 | $322K | Buy |
6,430
+1,002
| +18% | +$50.2K | ﹤0.01% | 2185 |
|
|
2018
Q4 | $281K | Sell |
5,428
-203
| -4% | -$10.5K | ﹤0.01% | 2039 |
|
|
2018
Q3 | $282K | Sell |
5,631
-21
| -0.4% | -$1.05K | ﹤0.01% | 2320 |
|
|
2018
Q2 | $258K | Buy |
5,652
+578
| +11% | +$26.4K | ﹤0.01% | 2333 |
|
|
2018
Q1 | $233K | Buy |
5,074
+29
| +0.6% | +$1.33K | ﹤0.01% | 2159 |
|
|
2017
Q4 | $270K | Sell |
5,045
-1,597
| -24% | -$85.5K | ﹤0.01% | 2077 |
|
|
2017
Q3 | $377K | Buy |
6,642
+387
| +6% | +$22K | ﹤0.01% | 1891 |
|
|
2017
Q2 | $338K | Buy |
6,255
+26
| +0.4% | +$1.41K | ﹤0.01% | 1918 |
|
|
2017
Q1 | $380K | Buy |
6,229
+70
| +1% | +$4.27K | ﹤0.01% | 1735 |
|
|
2016
Q4 | $371K | Sell |
6,159
-366
| -6% | -$22K | ﹤0.01% | 1698 |
|
|
2016
Q3 | $358K | Buy |
6,525
+16
| +0.2% | +$878 | ﹤0.01% | 1677 |
|
|
2016
Q2 | $346K | Buy |
6,509
+231
| +4% | +$12.3K | ﹤0.01% | 1628 |
|
|
2016
Q1 | $348K | Buy |
+6,278
| New | +$348K | ﹤0.01% | 1449 |
|