Raymond James Financial Services Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $22.8M | Buy |
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|
2024
Q2 | $18.2M | Sell |
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|
2024
Q1 | $19.7M | Sell |
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|
2023
Q4 | $22.9M | Sell |
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|
2023
Q3 | $25.5M | Buy |
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|
2023
Q2 | $26.9M | Buy |
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|
2023
Q1 | $28.4M | Buy |
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|
2022
Q4 | $27.3M | Buy |
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|
2022
Q3 | $25.1M | Buy |
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|
2022
Q2 | $27.7M | Buy |
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|
2022
Q1 | $27.4M | Buy |
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|
2021
Q4 | $25M | Buy |
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|
2021
Q3 | $22.2M | Buy |
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|
2021
Q2 | $20.7M | Buy |
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|
2021
Q1 | $21M | Buy |
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|
2020
Q4 | $18.6M | Buy |
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|
2020
Q3 | $18.7M | Sell |
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|
2020
Q2 | $17.7M | Buy |
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|
2020
Q1 | $16.5M | Buy |
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|
2019
Q4 | $17M | Buy |
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|
2019
Q3 | $16.7M | Buy |
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|
2019
Q2 | $13M | Buy |
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|
2019
Q1 | $12.1M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8.97M | Buy |
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|
2018
Q2 | $7.51M | Buy |
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|
2018
Q1 | $6.01M | Buy |
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|
2017
Q4 | $5.98M | Sell |
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|
2017
Q3 | $6.36M | Sell |
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|
2017
Q2 | $6.27M | Buy |
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|
2017
Q1 | $5.2M | Sell |
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|
2016
Q4 | $5.18M | Buy |
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|
2016
Q3 | $4.75M | Sell |
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|
2016
Q2 | $5.29M | Buy |
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|
2016
Q1 | $4.57M | Buy |
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|
2015
Q4 | $3.47M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.25M | Sell |
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|
2014
Q4 | $3.51M | Sell |
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|
2014
Q3 | $2.87M | Buy |
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|
2014
Q2 | $2.27M | Buy |
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|
2014
Q1 | $2.15M | Sell |
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|
2013
Q4 | $1.92M | Sell |
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|
2013
Q3 | $2.08M | Buy |
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|
2013
Q2 | $989K | Buy |
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