Raymond James Financial Services Advisors’s Terex TEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $510K | Sell |
9,641
-4,447
| -32% | -$235K | ﹤0.01% | 2595 |
|
2024
Q2 | $773K | Buy |
14,088
+5,114
| +57% | +$280K | ﹤0.01% | 2237 |
|
2024
Q1 | $578K | Buy |
8,974
+897
| +11% | +$57.8K | ﹤0.01% | 2407 |
|
2023
Q4 | $464K | Buy |
8,077
+407
| +5% | +$23.4K | ﹤0.01% | 2471 |
|
2023
Q3 | $442K | Buy |
7,670
+851
| +12% | +$49K | ﹤0.01% | 2402 |
|
2023
Q2 | $408K | Sell |
6,819
-3
| -0% | -$179 | ﹤0.01% | 2465 |
|
2023
Q1 | $330K | Sell |
6,822
-3,971
| -37% | -$192K | ﹤0.01% | 2585 |
|
2022
Q4 | $461K | Buy |
10,793
+27
| +0.3% | +$1.15K | ﹤0.01% | 2308 |
|
2022
Q3 | $320K | Sell |
10,766
-33
| -0.3% | -$981 | ﹤0.01% | 2525 |
|
2022
Q2 | $296K | Buy |
10,799
+1,238
| +13% | +$33.9K | ﹤0.01% | 2597 |
|
2022
Q1 | $341K | Sell |
9,561
-232
| -2% | -$8.27K | ﹤0.01% | 2620 |
|
2021
Q4 | $430K | Sell |
9,793
-14,591
| -60% | -$641K | ﹤0.01% | 2473 |
|
2021
Q3 | $1.03M | Sell |
24,384
-515
| -2% | -$21.7K | ﹤0.01% | 1939 |
|
2021
Q2 | $1.19M | Sell |
24,899
-1,267
| -5% | -$60.4K | ﹤0.01% | 1840 |
|
2021
Q1 | $1.21M | Sell |
26,166
-6,009
| -19% | -$277K | ﹤0.01% | 1716 |
|
2020
Q4 | $1.12M | Sell |
32,175
-164
| -0.5% | -$5.72K | ﹤0.01% | 1633 |
|
2020
Q3 | $626K | Sell |
32,339
-2,465
| -7% | -$47.7K | ﹤0.01% | 1831 |
|
2020
Q2 | $653K | Sell |
34,804
-249
| -0.7% | -$4.67K | ﹤0.01% | 1746 |
|
2020
Q1 | $503K | Buy |
35,053
+28,223
| +413% | +$405K | ﹤0.01% | 1546 |
|
2019
Q4 | $203K | Sell |
6,830
-2,255
| -25% | -$67K | ﹤0.01% | 2566 |
|
2019
Q3 | $236K | Sell |
9,085
-1,186
| -12% | -$30.8K | ﹤0.01% | 2383 |
|
2019
Q2 | $323K | Buy |
10,271
+465
| +5% | +$14.6K | ﹤0.01% | 2223 |
|
2019
Q1 | $315K | Sell |
9,806
-5,889
| -38% | -$189K | ﹤0.01% | 2205 |
|
2018
Q4 | $433K | Sell |
15,695
-4,527
| -22% | -$125K | ﹤0.01% | 1759 |
|
2018
Q3 | $807K | Sell |
20,222
-863
| -4% | -$34.4K | ﹤0.01% | 1601 |
|
2018
Q2 | $890K | Buy |
+21,085
| New | +$890K | ﹤0.01% | 1490 |
|
2018
Q1 | – | Sell |
-13,247
| Closed | -$639K | – | 2672 |
|
2017
Q4 | $639K | Buy |
13,247
+4,655
| +54% | +$225K | ﹤0.01% | 1562 |
|
2017
Q3 | $387K | Buy |
8,592
+927
| +12% | +$41.8K | ﹤0.01% | 1870 |
|
2017
Q2 | $287K | Sell |
7,665
-850
| -10% | -$31.8K | ﹤0.01% | 2008 |
|
2017
Q1 | $267K | Buy |
8,515
+1,014
| +14% | +$31.8K | ﹤0.01% | 1970 |
|
2016
Q4 | $237K | Buy |
+7,501
| New | +$237K | ﹤0.01% | 1951 |
|