Aperio Group’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $5.35M | Sell |
83,907
-299
| -0.4% | -$19.1K | 0.02% | 803 |
|
2020
Q3 | $4.08M | Sell |
84,206
-4,101
| -5% | -$199K | 0.01% | 808 |
|
2020
Q2 | $4.05M | Sell |
88,307
-16,782
| -16% | -$770K | 0.02% | 802 |
|
2020
Q1 | $4.43M | Buy |
105,089
+5,025
| +5% | +$212K | 0.02% | 701 |
|
2019
Q4 | $5.97M | Sell |
100,064
-1,518
| -1% | -$90.5K | 0.02% | 674 |
|
2019
Q3 | $5.59M | Buy |
101,582
+1,304
| +1% | +$71.7K | 0.02% | 680 |
|
2019
Q2 | $5.65M | Sell |
100,278
-845
| -0.8% | -$47.6K | 0.02% | 665 |
|
2019
Q1 | $5.42M | Sell |
101,123
-51
| -0.1% | -$2.73K | 0.02% | 673 |
|
2018
Q4 | $5.02M | Sell |
101,174
-3,175
| -3% | -$158K | 0.03% | 640 |
|
2018
Q3 | $6.4M | Buy |
104,349
+3,283
| +3% | +$201K | 0.03% | 592 |
|
2018
Q2 | $6.02M | Buy |
101,066
+7,215
| +8% | +$430K | 0.03% | 602 |
|
2018
Q1 | $5.59M | Buy |
93,851
+6,231
| +7% | +$371K | 0.03% | 615 |
|
2017
Q4 | $5.22M | Buy |
87,620
+2,231
| +3% | +$133K | 0.03% | 627 |
|
2017
Q3 | $4.8M | Buy |
85,389
+2,281
| +3% | +$128K | 0.03% | 619 |
|
2017
Q2 | $4.44M | Buy |
83,108
+13,571
| +20% | +$726K | 0.03% | 631 |
|
2017
Q1 | $3.54M | Sell |
69,537
-1,674
| -2% | -$85.1K | 0.02% | 672 |
|
2016
Q4 | $3.29M | Sell |
71,211
-9,254
| -12% | -$427K | 0.03% | 649 |
|
2016
Q3 | $3.12M | Buy |
80,465
+3,662
| +5% | +$142K | 0.02% | 690 |
|
2016
Q2 | $2.52M | Buy |
76,803
+3,694
| +5% | +$121K | 0.02% | 721 |
|
2016
Q1 | $2.32M | Buy |
73,109
+4,049
| +6% | +$129K | 0.02% | 729 |
|
2015
Q4 | $2.67M | Buy |
69,060
+13,264
| +24% | +$513K | 0.02% | 652 |
|
2015
Q3 | $1.85M | Buy |
55,796
+1,860
| +3% | +$61.5K | 0.02% | 752 |
|
2015
Q2 | $2.14M | Buy |
53,936
+4,631
| +9% | +$184K | 0.02% | 686 |
|
2015
Q1 | $1.87M | Buy |
49,305
+2,338
| +5% | +$88.5K | 0.02% | 714 |
|
2014
Q4 | $1.79M | Buy |
46,967
+3,914
| +9% | +$150K | 0.02% | 686 |
|
2014
Q3 | $1.54M | Buy |
43,053
+2,568
| +6% | +$91.7K | 0.02% | 687 |
|
2014
Q2 | $1.37M | Buy |
40,485
+1,528
| +4% | +$51.7K | 0.02% | 717 |
|
2014
Q1 | $1.45M | Buy |
+38,957
| New | +$1.45M | 0.02% | 820 |
|
2013
Q4 | – | Sell |
-32,769
| Closed | -$910K | – | 844 |
|
2013
Q3 | $910K | Buy |
32,769
+810
| +3% | +$22.5K | 0.02% | 876 |
|
2013
Q2 | $916K | Buy |
+31,959
| New | +$916K | 0.02% | 793 |
|