Raymond James Financial Services Advisors’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,672
| Closed | -$307K | – | 3472 |
|
|
2024
Q1 | $307K | Buy |
+18,672
| New | +$307K | ﹤0.01% | 2828 |
|
|
2023
Q2 | – | Sell |
-13,539
| Closed | -$214K | – | 3313 |
|
|
2023
Q1 | $214K | Sell |
13,539
-925
| -6% | -$14.6K | ﹤0.01% | 2856 |
|
|
2022
Q4 | $175K | Buy |
14,464
+526
| +4% | +$6.35K | ﹤0.01% | 2896 |
|
|
2022
Q3 | $142K | Buy |
13,938
+696
| +5% | +$7.09K | ﹤0.01% | 2925 |
|
|
2022
Q2 | $134K | Sell |
13,242
-128
| -1% | -$1.3K | ﹤0.01% | 2951 |
|
|
2022
Q1 | $176K | Sell |
13,370
-176
| -1% | -$2.32K | ﹤0.01% | 2992 |
|
|
2021
Q4 | $166K | Sell |
13,546
-1,078
| -7% | -$13.2K | ﹤0.01% | 3025 |
|
|
2021
Q3 | $164K | Buy |
+14,624
| New | +$164K | ﹤0.01% | 3027 |
|
|
2019
Q3 | – | Sell |
-25,988
| Closed | -$270K | – | 2848 |
|
|
2019
Q2 | $270K | Sell |
25,988
-15,212
| -37% | -$158K | ﹤0.01% | 2328 |
|
|
2019
Q1 | $463K | Buy |
+41,200
| New | +$463K | ﹤0.01% | 1942 |
|