Raymond James Trust’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 | $1.74M | Buy |
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|
2024
Q2 | $998K | Buy |
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|
2024
Q1 | $978K | Sell |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $730K | Sell |
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|
2020
Q2 | $700K | Sell |
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|
2020
Q1 | $759K | Sell |
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|
2019
Q4 | $844K | Buy |
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|
2019
Q3 | $810K | Sell |
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|
2019
Q2 | $930K | Sell |
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|
2019
Q1 | $899K | Sell |
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|
2018
Q4 | $868K | Sell |
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|
2018
Q3 | $881K | Buy |
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|
2018
Q2 | $816K | Buy |
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|
2018
Q1 | $731K | Sell |
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|
2017
Q4 | $788K | Sell |
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|
2017
Q3 | $926K | Sell |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $916K | Buy |
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|
2016
Q3 | $909K | Sell |
|
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|
2016
Q2 | $1.09M | Sell |
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|
2016
Q1 | $1.04M | Sell |
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|
2015
Q4 | $948K | Buy |
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|
2015
Q3 | $785K | Buy |
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|
2015
Q2 | $529K | Sell |
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|
2015
Q1 | $613K | Buy |
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|
2014
Q4 | $571K | Buy |
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|
2014
Q3 | $463K | Buy |
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|
2014
Q2 | $352K | Buy |
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|
2014
Q1 | $349K | Buy |
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|
2013
Q4 | $253K | Buy |
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|
2013
Q3 | $238K | Buy |
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|
2013
Q2 | $234K | Buy |
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