Raymond James Financial Services Advisors’s Mogo MOGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $34.1K | Sell |
28,623
-3,510
| -11% | -$4.18K | ﹤0.01% | 3354 |
|
2024
Q2 | $47.2K | Sell |
32,133
-1,132
| -3% | -$1.66K | ﹤0.01% | 3287 |
|
2024
Q1 | $66.5K | Buy |
+33,265
| New | +$66.5K | ﹤0.01% | 3263 |
|
2023
Q3 | – | Sell |
-26,349
| Closed | -$53.9K | – | 3278 |
|
2023
Q2 | $53.9K | Sell |
26,349
-518
| -2% | -$1.06K | ﹤0.01% | 3118 |
|
2023
Q1 | $53K | Buy |
26,867
+8,117
| +43% | +$16K | ﹤0.01% | 3115 |
|
2022
Q4 | $29.8K | Sell |
18,750
-4,429
| -19% | -$7.03K | ﹤0.01% | 3117 |
|
2022
Q3 | $64K | Sell |
23,179
-855
| -4% | -$2.36K | ﹤0.01% | 3050 |
|
2022
Q2 | $62K | Buy |
24,034
+532
| +2% | +$1.37K | ﹤0.01% | 3048 |
|
2022
Q1 | $205K | Buy |
23,502
+3,706
| +19% | +$32.3K | ﹤0.01% | 2948 |
|
2021
Q4 | $203K | Sell |
19,796
-5,459
| -22% | -$56K | ﹤0.01% | 2961 |
|
2021
Q3 | $326K | Buy |
25,255
+1,638
| +7% | +$21.1K | ﹤0.01% | 2632 |
|
2021
Q2 | $555K | Buy |
23,617
+3,311
| +16% | +$77.8K | ﹤0.01% | 2304 |
|
2021
Q1 | $518K | Buy |
20,306
+16,639
| +454% | +$424K | ﹤0.01% | 2262 |
|
2020
Q4 | $41K | Buy |
+3,667
| New | +$41K | ﹤0.01% | 2910 |
|
2019
Q1 | – | Sell |
-11,164
| Closed | -$78K | – | 2803 |
|
2018
Q4 | $78K | Sell |
11,164
-6,033
| -35% | -$42.2K | ﹤0.01% | 2421 |
|
2018
Q3 | $159K | Buy |
+17,197
| New | +$159K | ﹤0.01% | 2587 |
|