Appleton Partners’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
Q2 | – | Sell |
-2,175
| Closed | -$203K | – | 295 |
|
|
2023
Q1 | $203K | Sell |
2,175
-125
| -5% | -$11.7K | 0.02% | 291 |
|
|
2022
Q4 | $246K | Hold |
2,300
| – | – | 0.02% | 272 |
|
|
2022
Q3 | $227K | Hold |
2,300
| – | – | 0.02% | 272 |
|
|
2022
Q2 | $206K | Hold |
2,300
| – | – | 0.02% | 288 |
|
|
2022
Q1 | $253K | Sell |
2,300
-62
| -3% | -$6.82K | 0.02% | 278 |
|
|
2021
Q4 | $237K | Buy |
+2,362
| New | +$237K | 0.02% | 291 |
|
|
2021
Q3 | – | Sell |
-2,373
| Closed | -$206K | – | 297 |
|
|
2021
Q2 | $206K | Buy |
+2,373
| New | +$206K | 0.02% | 285 |
|