Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $74K | Buy |
809
+234
| +41% | +$21.4K | 0.01% | 533 |
|
|
2021
Q2 | $49K | Buy |
575
+62
| +12% | +$5.28K | 0.01% | 589 |
|
|
2021
Q1 | $42K | Buy |
513
+81
| +19% | +$6.63K | 0.01% | 538 |
|
|
2020
Q4 | $27K | Sell |
432
-15
| -3% | -$938 | 0.01% | 591 |
|
|
2020
Q3 | $21K | Sell |
447
-18
| -4% | -$846 | 0.01% | 572 |
|
|
2020
Q2 | $20K | Sell |
465
-80
| -15% | -$3.44K | 0.01% | 543 |
|
|
2020
Q1 | $22K | Buy |
545
+131
| +32% | +$5.29K | 0.01% | 473 |
|
|
2019
Q4 | $24K | Sell |
414
-3
| -0.7% | -$174 | 0.01% | 483 |
|
|
2019
Q3 | $22K | Buy |
417
+84
| +25% | +$4.43K | 0.01% | 484 |
|
|
2019
Q2 | $18K | Buy |
333
+328
| +6,560% | +$17.7K | 0.01% | 548 |
|
|
2019
Q1 | $0 | Sell |
5
-45
| -90% | – | ﹤0.01% | 1462 |
|
|
2018
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 891 |
|