Beacon Financial 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 | – | Sell |
-8,399
| Closed | -$407K | – | 206 |
|
|
2020
Q3 | $407K | Buy |
+8,399
| New | +$407K | 0.07% | 161 |
|
|
2018
Q3 | – | Sell |
-5,099
| Closed | -$304K | – | 189 |
|
|
2018
Q2 | $304K | Sell |
5,099
-322
| -6% | -$19.2K | 0.05% | 164 |
|
|
2018
Q1 | $323K | Sell |
5,421
-749
| -12% | -$44.6K | 0.06% | 168 |
|
|
2017
Q4 | $367K | Sell |
6,170
-70
| -1% | -$4.16K | 0.06% | 153 |
|
|
2017
Q3 | $351K | Sell |
6,240
-846
| -12% | -$47.6K | 0.06% | 148 |
|
|
2017
Q2 | $380K | Sell |
7,086
-579
| -8% | -$31.1K | 0.07% | 146 |
|
|
2017
Q1 | $388K | Buy |
+7,665
| New | +$388K | 0.07% | 139 |
|