Atlas Capital Advisors’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 |
-211
| Closed | -$19.7K | – | 923 |
|
|
2023
Q1 | $19.7K | Sell |
211
-315
| -60% | -$29.4K | ﹤0.01% | 684 |
|
|
2022
Q4 | $56.2K | Sell |
526
-22
| -4% | -$2.35K | 0.01% | 525 |
|
|
2022
Q3 | $54.2K | Hold |
548
| – | – | 0.01% | 521 |
|
|
2022
Q2 | $49K | Buy |
+548
| New | +$49K | 0.01% | 565 |
|
|
2021
Q1 | – | Sell |
-6,414
| Closed | -$409K | – | 823 |
|
|
2020
Q4 | $409K | Buy |
+6,414
| New | +$409K | 0.09% | 206 |
|
|
2019
Q4 | – | Sell |
-113
| Closed | -$6.18K | – | 664 |
|
|
2019
Q3 | $6.18K | Sell |
113
-442
| -80% | -$24.2K | ﹤0.01% | 598 |
|
|
2019
Q2 | $31.3K | Buy |
+555
| New | +$31.3K | 0.01% | 516 |
|
|
2018
Q4 | – | Sell |
-614
| Closed | -$38.4K | – | 593 |
|
|
2018
Q3 | $38.4K | Hold |
614
| – | – | 0.01% | 434 |
|
|
2018
Q2 | $38.9K | Buy |
+614
| New | +$38.9K | 0.01% | 416 |
|