Raymond James Financial Services Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $491K | Sell |
21,706
-32,478
| -60% | -$735K | ﹤0.01% | 2628 |
|
|
2024
Q2 | $881K | Sell |
54,184
-42,712
| -44% | -$694K | ﹤0.01% | 2167 |
|
|
2024
Q1 | $2.59M | Buy |
96,896
+1,676
| +2% | +$44.7K | ﹤0.01% | 1508 |
|
|
2023
Q4 | $3.89M | Sell |
95,220
-9,283
| -9% | -$380K | 0.01% | 1217 |
|
|
2023
Q3 | $3.28M | Sell |
104,503
-3,874
| -4% | -$122K | 0.01% | 1226 |
|
|
2023
Q2 | $4.71M | Buy |
108,377
+46,222
| +74% | +$2.01M | 0.01% | 1040 |
|
|
2023
Q1 | $2.02M | Sell |
62,155
-26,695
| -30% | -$866K | ﹤0.01% | 1483 |
|
|
2022
Q4 | $2.54M | Buy |
88,850
+4,392
| +5% | +$126K | 0.01% | 1313 |
|
|
2022
Q3 | $2.69M | Buy |
84,458
+16,647
| +25% | +$530K | 0.01% | 1262 |
|
|
2022
Q2 | $2.5M | Buy |
67,811
+26,768
| +65% | +$986K | 0.01% | 1320 |
|
|
2022
Q1 | $4.07M | Sell |
41,043
-4,300
| -9% | -$427K | 0.01% | 1118 |
|
|
2021
Q4 | $6.48M | Sell |
45,343
-1,255
| -3% | -$179K | 0.01% | 889 |
|
|
2021
Q3 | $5.88M | Buy |
46,598
+9,210
| +25% | +$1.16M | 0.01% | 886 |
|
|
2021
Q2 | $4.11M | Buy |
37,388
+7,377
| +25% | +$810K | 0.01% | 1073 |
|
|
2021
Q1 | $3.01M | Buy |
30,011
+10,603
| +55% | +$1.06M | 0.01% | 1170 |
|
|
2020
Q4 | $2.98M | Buy |
19,408
+8,691
| +81% | +$1.33M | 0.01% | 1074 |
|
|
2020
Q3 | $935K | Buy |
+10,717
| New | +$935K | ﹤0.01% | 1590 |
|