American Trust’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,393
| Closed | -$256K | – | 478 |
|
|
2022
Q4 | $256K | Sell |
2,393
-59
| -2% | -$6.3K | 0.02% | 342 |
|
|
2022
Q3 | $219K | Sell |
2,452
-443
| -15% | -$39.6K | 0.02% | 364 |
|
|
2022
Q2 | $259K | Sell |
2,895
-169
| -6% | -$15.1K | 0.02% | 345 |
|
|
2022
Q1 | $337K | Sell |
3,064
-47
| -2% | -$5.17K | 0.02% | 324 |
|
|
2021
Q4 | $312K | Buy |
+3,111
| New | +$312K | 0.02% | 231 |
|