Raymond James Trust’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $249K | Buy |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $510K | Buy |
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|
2022
Q1 | $528K | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Sell |
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|
2019
Q3 | $269K | Buy |
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|
2019
Q2 | $222K | Sell |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $535K | Buy |
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|
2018
Q3 | $434K | Sell |
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|
2018
Q2 | $654K | Sell |
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|
2018
Q1 | $758K | Sell |
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|
2017
Q4 | $841K | Sell |
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|
2017
Q3 | $748K | Sell |
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|
2017
Q2 | $678K | Buy |
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|
2017
Q1 | $593K | Buy |
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|
2016
Q4 | $465K | Sell |
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|
2016
Q3 | $489K | Buy |
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|
2016
Q2 | $310K | Buy |
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|
2016
Q1 | $317K | Buy |
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|
2015
Q4 | $221K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $251K | Sell |
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|
2015
Q1 | $298K | Sell |
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|
2014
Q4 | $379K | Sell |
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|
2014
Q3 | $464K | Buy |
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|
2014
Q2 | $295K | Sell |
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|
2014
Q1 | $319K | Buy |
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|
2013
Q4 | $328K | Buy |
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|
2013
Q3 | $210K | Buy |
|