BMT Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.65M | Hold |
39,198
| – | – | 1.04% | 46 |
|
|
2019
Q4 | $2.34M | Hold |
39,198
| – | – | 1.08% | 55 |
|
|
2019
Q3 | $2.16M | Hold |
39,198
| – | – | 1.1% | 52 |
|
|
2019
Q2 | $2.21M | Buy |
39,198
+1,500
| +4% | +$84.5K | 1.16% | 45 |
|
|
2019
Q1 | $2.02M | Hold |
37,698
| – | – | 1.1% | 53 |
|
|
2018
Q4 | $1.87M | Hold |
37,698
| – | – | 1.19% | 44 |
|
|
2018
Q3 | $2.31M | Buy |
37,698
+2,616
| +7% | +$161K | 1.33% | 29 |
|
|
2018
Q2 | $2.09M | Buy |
35,082
+1,527
| +5% | +$91K | 1.33% | 29 |
|
|
2018
Q1 | $2M | Buy |
33,555
+2,557
| +8% | +$152K | 1.35% | 26 |
|
|
2017
Q4 | $1.85M | Buy |
30,998
+2,264
| +8% | +$135K | 1.34% | 25 |
|
|
2017
Q3 | $1.62M | Buy |
+28,734
| New | +$1.62M | 1.49% | 12 |
|