Raymond James Financial Services Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.92M | Sell |
47,075
-5,944
| -11% | -$495K | 0.01% | 1359 |
|
|
2024
Q2 | $4.15M | Sell |
53,019
-10,257
| -16% | -$803K | 0.01% | 1256 |
|
|
2024
Q1 | $6.34M | Sell |
63,276
-50,006
| -44% | -$5.01M | 0.01% | 1011 |
|
|
2023
Q4 | $10.7M | Sell |
113,282
-29,248
| -21% | -$2.77M | 0.02% | 724 |
|
|
2023
Q3 | $14.8M | Sell |
142,530
-4,111
| -3% | -$428K | 0.03% | 546 |
|
|
2023
Q2 | $17.7M | Buy |
146,641
+1,799
| +1% | +$218K | 0.03% | 504 |
|
|
2023
Q1 | $16M | Sell |
144,842
-6,744
| -4% | -$746K | 0.03% | 510 |
|
|
2022
Q4 | $15.3M | Sell |
151,586
-5,877
| -4% | -$594K | 0.03% | 502 |
|
|
2022
Q3 | $15.1M | Sell |
157,463
-66,473
| -30% | -$6.36M | 0.03% | 469 |
|
|
2022
Q2 | $22.2M | Buy |
223,936
+2,248
| +1% | +$223K | 0.05% | 378 |
|
|
2022
Q1 | $23.3M | Buy |
221,688
+8,044
| +4% | +$847K | 0.04% | 399 |
|
|
2021
Q4 | $23.5M | Buy |
213,644
+19,702
| +10% | +$2.17M | 0.04% | 393 |
|
|
2021
Q3 | $23.2M | Sell |
193,942
-29,956
| -13% | -$3.58M | 0.05% | 384 |
|
|
2021
Q2 | $30.7M | Sell |
223,898
-8,734
| -4% | -$1.2M | 0.06% | 307 |
|
|
2021
Q1 | $31.1M | Sell |
232,632
-4,366
| -2% | -$583K | 0.07% | 283 |
|
|
2020
Q4 | $22.6M | Sell |
236,998
-64,927
| -22% | -$6.19M | 0.06% | 325 |
|
|
2020
Q3 | $28.5M | Buy |
301,925
+101,308
| +50% | +$9.56M | 0.08% | 246 |
|
|
2020
Q2 | $18.6M | Buy |
200,617
+2,722
| +1% | +$252K | 0.06% | 312 |
|
|
2020
Q1 | $9.53M | Buy |
197,895
+10,584
| +6% | +$510K | 0.04% | 382 |
|
|
2019
Q4 | $19.1M | Buy |
187,311
+108,029
| +136% | +$11M | 0.06% | 327 |
|
|
2019
Q3 | $6.98M | Buy |
79,282
+4,957
| +7% | +$436K | 0.03% | 575 |
|
|
2019
Q2 | $6.78M | Buy |
74,325
+11,445
| +18% | +$1.04M | 0.03% | 569 |
|
|
2019
Q1 | $5.31M | Buy |
62,880
+5,385
| +9% | +$455K | 0.02% | 632 |
|
|
2018
Q4 | $4.41M | Buy |
57,495
+144
| +0.3% | +$11K | 0.02% | 584 |
|
|
2018
Q3 | $5.79M | Buy |
57,351
+2,366
| +4% | +$239K | 0.03% | 596 |
|
|
2018
Q2 | $6.72M | Sell |
54,985
-373
| -0.7% | -$45.6K | 0.03% | 499 |
|
|
2018
Q1 | $6.34M | Sell |
55,358
-1,899
| -3% | -$217K | 0.04% | 470 |
|
|
2017
Q4 | $7.1M | Buy |
57,257
+9,603
| +20% | +$1.19M | 0.04% | 419 |
|
|
2017
Q3 | $4.99M | Sell |
47,654
-5,712
| -11% | -$598K | 0.03% | 518 |
|
|
2017
Q2 | $4.92M | Buy |
53,366
+5,779
| +12% | +$533K | 0.03% | 522 |
|
|
2017
Q1 | $3.99M | Buy |
47,587
+3,311
| +7% | +$277K | 0.03% | 557 |
|
|
2016
Q4 | $3.65M | Sell |
44,276
-1,170
| -3% | -$96.4K | 0.03% | 540 |
|
|
2016
Q3 | $3.52M | Sell |
45,446
-3,343
| -7% | -$259K | 0.03% | 536 |
|
|
2016
Q2 | $3.99M | Buy |
48,789
+8,783
| +22% | +$718K | 0.04% | 473 |
|
|
2016
Q1 | $3.94M | Sell |
40,006
-6,643
| -14% | -$654K | 0.05% | 401 |
|
|
2015
Q4 | $4.01M | Sell |
46,649
-4,346
| -9% | -$374K | 0.05% | 423 |
|
|
2015
Q3 | $6.11M | Buy |
50,995
+24,252
| +91% | +$2.91M | 0.1% | 240 |
|
|
2015
Q2 | $3.96M | Buy |
26,743
+7,389
| +38% | +$1.09M | 0.28% | 88 |
|
|
2015
Q1 | $2.73M | Buy |
19,354
+201
| +1% | +$28.4K | 0.13% | 189 |
|
|
2014
Q4 | $2.9M | Sell |
19,153
-481
| -2% | -$72.8K | 0.15% | 172 |
|
|
2014
Q3 | $2.94M | Buy |
19,634
+332
| +2% | +$49.7K | 0.16% | 155 |
|
|
2014
Q2 | $2.51M | Buy |
19,302
+416
| +2% | +$54.2K | 0.15% | 173 |
|
|
2014
Q1 | $2.64M | Buy |
18,886
+111
| +0.6% | +$15.5K | 0.16% | 165 |
|
|
2013
Q4 | $2.73M | Buy |
+18,775
| New | +$2.73M | 0.17% | 158 |
|