Raymond James Financial Services Advisors’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $586K | Buy |
6,410
+50
| +0.8% | +$4.57K | ﹤0.01% | 2502 |
|
|
2024
Q2 | $475K | Sell |
6,360
-13
| -0.2% | -$971 | ﹤0.01% | 2570 |
|
|
2024
Q1 | $502K | Sell |
6,373
-556
| -8% | -$43.8K | ﹤0.01% | 2501 |
|
|
2023
Q4 | $501K | Sell |
6,929
-86
| -1% | -$6.22K | ﹤0.01% | 2410 |
|
|
2023
Q3 | $481K | Buy |
7,015
+742
| +12% | +$50.8K | ﹤0.01% | 2351 |
|
|
2023
Q2 | $496K | Sell |
6,273
-25
| -0.4% | -$1.98K | ﹤0.01% | 2354 |
|
|
2023
Q1 | $489K | Sell |
6,298
-300
| -5% | -$23.3K | ﹤0.01% | 2357 |
|
|
2022
Q4 | $464K | Sell |
6,598
-203
| -3% | -$14.3K | ﹤0.01% | 2305 |
|
|
2022
Q3 | $446K | Sell |
6,801
-177
| -3% | -$11.6K | ﹤0.01% | 2311 |
|
|
2022
Q2 | $543K | Sell |
6,978
-100
| -1% | -$7.78K | ﹤0.01% | 2218 |
|
|
2022
Q1 | $565K | Buy |
7,078
+44
| +0.6% | +$3.51K | ﹤0.01% | 2310 |
|
|
2021
Q4 | $579K | Buy |
7,034
+421
| +6% | +$34.7K | ﹤0.01% | 2297 |
|
|
2021
Q3 | $486K | Buy |
6,613
+1,021
| +18% | +$75K | ﹤0.01% | 2376 |
|
|
2021
Q2 | $416K | Sell |
5,592
-1,259
| -18% | -$93.7K | ﹤0.01% | 2493 |
|
|
2021
Q1 | $489K | Sell |
6,851
-2,079
| -23% | -$148K | ﹤0.01% | 2302 |
|
|
2020
Q4 | $625K | Buy |
8,930
+937
| +12% | +$65.6K | ﹤0.01% | 2003 |
|
|
2020
Q3 | $501K | Sell |
7,993
-599
| -7% | -$37.5K | ﹤0.01% | 1960 |
|
|
2020
Q2 | $554K | Buy |
8,592
+943
| +12% | +$60.8K | ﹤0.01% | 1850 |
|
|
2020
Q1 | $501K | Buy |
7,649
+640
| +9% | +$41.9K | ﹤0.01% | 1549 |
|
|
2019
Q4 | $552K | Sell |
7,009
-1,754
| -20% | -$138K | ﹤0.01% | 1912 |
|
|
2019
Q3 | $700K | Sell |
8,763
-1,020
| -10% | -$81.5K | ﹤0.01% | 1691 |
|
|
2019
Q2 | $715K | Buy |
9,783
+181
| +2% | +$13.2K | ﹤0.01% | 1687 |
|
|
2019
Q1 | $653K | Sell |
9,602
-187
| -2% | -$12.7K | ﹤0.01% | 1709 |
|
|
2018
Q4 | $587K | Sell |
9,789
-1,847
| -16% | -$111K | ﹤0.01% | 1567 |
|
|
2018
Q3 | $743K | Buy |
11,636
+3,380
| +41% | +$216K | ﹤0.01% | 1656 |
|
|
2018
Q2 | $521K | Sell |
8,256
-132
| -2% | -$8.33K | ﹤0.01% | 1843 |
|
|
2018
Q1 | $471K | Sell |
8,388
-319
| -4% | -$17.9K | ﹤0.01% | 1753 |
|
|
2017
Q4 | $549K | Sell |
8,707
-594
| -6% | -$37.5K | ﹤0.01% | 1656 |
|
|
2017
Q3 | $601K | Buy |
9,301
+2,604
| +39% | +$168K | ﹤0.01% | 1610 |
|
|
2017
Q2 | $431K | Buy |
6,697
+2,480
| +59% | +$160K | ﹤0.01% | 1767 |
|
|
2017
Q1 | $274K | Buy |
4,217
+520
| +14% | +$33.8K | ﹤0.01% | 1951 |
|
|
2016
Q4 | $241K | Hold |
3,697
| – | – | ﹤0.01% | 1935 |
|
|
2016
Q3 | $209K | Hold |
3,697
| – | – | ﹤0.01% | 2012 |
|
|
2016
Q2 | $209K | Buy |
+3,697
| New | +$209K | ﹤0.01% | 1945 |
|