Raymond James Financial Services Advisors’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $414K | Sell |
23,393
-3,054
| -12% | -$54.1K | ﹤0.01% | 2745 |
|
|
2024
Q2 | $440K | Sell |
26,447
-4,882
| -16% | -$81.2K | ﹤0.01% | 2627 |
|
|
2024
Q1 | $578K | Buy |
31,329
+710
| +2% | +$13.1K | ﹤0.01% | 2409 |
|
|
2023
Q4 | $497K | Sell |
30,619
-20,564
| -40% | -$334K | ﹤0.01% | 2418 |
|
|
2023
Q3 | $687K | Buy |
51,183
+1,918
| +4% | +$25.8K | ﹤0.01% | 2129 |
|
|
2023
Q2 | $806K | Buy |
49,265
+7,653
| +18% | +$125K | ﹤0.01% | 2047 |
|
|
2023
Q1 | $685K | Sell |
41,612
-861
| -2% | -$14.2K | ﹤0.01% | 2136 |
|
|
2022
Q4 | $674K | Sell |
42,473
-7,194
| -14% | -$114K | ﹤0.01% | 2096 |
|
|
2022
Q3 | $750K | Buy |
49,667
+7,007
| +16% | +$106K | ﹤0.01% | 2002 |
|
|
2022
Q2 | $590K | Sell |
42,660
-9,593
| -18% | -$133K | ﹤0.01% | 2159 |
|
|
2022
Q1 | $772K | Sell |
52,253
-3,449
| -6% | -$51K | ﹤0.01% | 2117 |
|
|
2021
Q4 | $888K | Sell |
55,702
-19,148
| -26% | -$305K | ﹤0.01% | 2045 |
|
|
2021
Q3 | $1.28M | Buy |
74,850
+11,338
| +18% | +$194K | ﹤0.01% | 1776 |
|
|
2021
Q2 | $1.38M | Sell |
63,512
-781
| -1% | -$17K | ﹤0.01% | 1720 |
|
|
2021
Q1 | $1.59M | Buy |
64,293
+48,643
| +311% | +$1.21M | ﹤0.01% | 1534 |
|
|
2020
Q4 | $345K | Buy |
+15,650
| New | +$345K | ﹤0.01% | 2376 |
|