BerganKDV Wealth Management’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 |
-34
| Closed | -$3.13K | – | 1040 |
|
|
2023
Q1 | $3.13K | Buy |
34
+1
| +3% | +$92 | ﹤0.01% | 764 |
|
|
2022
Q4 | $3.58K | Hold |
33
| – | – | ﹤0.01% | 719 |
|
|
2022
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 770 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 786 |
|
|
2022
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 769 |
|
|
2021
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 879 |
|
|
2021
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 838 |
|
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 779 |
|
|
2021
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 748 |
|
|
2020
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 798 |
|
|
2020
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 723 |
|
|
2020
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 780 |
|
|
2020
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 872 |
|
|
2019
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 795 |
|