Raymond James Financial Services Advisors’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-165,718
| Closed | -$4.6M | – | 3394 |
|
|
2022
Q4 | $4.6M | Hold |
165,718
| – | – | 0.01% | 998 |
|
|
2022
Q3 | $4.3M | Sell |
165,718
-18,555
| -10% | -$481K | 0.01% | 990 |
|
|
2022
Q2 | $3.7M | Sell |
184,273
-3,119
| -2% | -$62.5K | 0.01% | 1080 |
|
|
2022
Q1 | $4.23M | Buy |
187,392
+4,500
| +2% | +$102K | 0.01% | 1093 |
|
|
2021
Q4 | $3.5M | Buy |
182,892
+4,214
| +2% | +$80.7K | 0.01% | 1199 |
|
|
2021
Q3 | $3.36M | Sell |
178,678
-1,100
| -0.6% | -$20.7K | 0.01% | 1188 |
|
|
2021
Q2 | $3.24M | Sell |
179,778
-1,301
| -0.7% | -$23.4K | 0.01% | 1198 |
|
|
2021
Q1 | $3.33M | Buy |
181,079
+39,056
| +27% | +$717K | 0.01% | 1114 |
|
|
2020
Q4 | $2.19M | Buy |
142,023
+25,003
| +21% | +$386K | 0.01% | 1241 |
|
|
2020
Q3 | $1.57M | Buy |
117,020
+66,620
| +132% | +$893K | ﹤0.01% | 1287 |
|
|
2020
Q2 | $700K | Buy |
50,400
+25,950
| +106% | +$360K | ﹤0.01% | 1709 |
|
|
2020
Q1 | $390K | Buy |
+24,450
| New | +$390K | ﹤0.01% | 1681 |
|