Raymond James Financial Services Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $452K | Buy |
96,548
+37,400
| +63% | +$175K | ﹤0.01% | 2692 |
|
2024
Q2 | $200K | Buy |
59,148
+29,185
| +97% | +$98.6K | ﹤0.01% | 3118 |
|
2024
Q1 | $128K | Sell |
29,963
-2,020
| -6% | -$8.66K | ﹤0.01% | 3186 |
|
2023
Q4 | $195K | Buy |
31,983
+1,921
| +6% | +$11.7K | ﹤0.01% | 2994 |
|
2023
Q3 | $152K | Buy |
30,062
+12,697
| +73% | +$64.1K | ﹤0.01% | 2992 |
|
2023
Q2 | $134K | Sell |
17,365
-739
| -4% | -$5.68K | ﹤0.01% | 3012 |
|
2023
Q1 | $205K | Sell |
18,104
-392
| -2% | -$4.45K | ﹤0.01% | 2888 |
|
2022
Q4 | $147K | Sell |
18,496
-5,922
| -24% | -$47K | ﹤0.01% | 2936 |
|
2022
Q3 | $169K | Buy |
24,418
+1,878
| +8% | +$13K | ﹤0.01% | 2886 |
|
2022
Q2 | $207K | Buy |
22,540
+2,023
| +10% | +$18.6K | ﹤0.01% | 2846 |
|
2022
Q1 | $542K | Sell |
20,517
-13,437
| -40% | -$355K | ﹤0.01% | 2333 |
|
2021
Q4 | $1.21M | Sell |
33,954
-6,112
| -15% | -$219K | ﹤0.01% | 1850 |
|
2021
Q3 | $3.49M | Buy |
40,066
+5,199
| +15% | +$453K | 0.01% | 1166 |
|
2021
Q2 | $4.32M | Sell |
34,867
-4,852
| -12% | -$602K | 0.01% | 1047 |
|
2021
Q1 | $4.47M | Sell |
39,719
-6,755
| -15% | -$760K | 0.01% | 955 |
|
2020
Q4 | $7.05M | Buy |
46,474
+6,048
| +15% | +$918K | 0.02% | 687 |
|
2020
Q3 | $4.01M | Buy |
40,426
+4,471
| +12% | +$444K | 0.01% | 851 |
|
2020
Q2 | $2.08M | Buy |
35,955
+15,435
| +75% | +$892K | 0.01% | 1104 |
|
2020
Q1 | $545K | Buy |
20,520
+3,211
| +19% | +$85.3K | ﹤0.01% | 1488 |
|
2019
Q4 | $492K | Buy |
+17,309
| New | +$492K | ﹤0.01% | 1992 |
|