Carolinas Wealth Consulting’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$619 | – | 1089 |
|
|
2024
Q2 | $619 | Hold |
5
| – | – | ﹤0.01% | 975 |
|
|
2024
Q1 | $644 | Buy |
+5
| New | +$644 | ﹤0.01% | 961 |
|
|
2022
Q4 | – | Sell |
-48
| Closed | -$5K | – | 1096 |
|
|
2022
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 693 |
|
|
2022
Q1 | $5K | Sell |
48
-32
| -40% | -$3.33K | ﹤0.01% | 704 |
|
|
2021
Q4 | $8K | Buy |
80
+5
| +7% | +$500 | ﹤0.01% | 649 |
|
|
2021
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 637 |
|
|
2021
Q2 | $7K | Sell |
75
-9
| -11% | -$840 | ﹤0.01% | 662 |
|
|
2021
Q1 | $7K | Buy |
84
+36
| +75% | +$3K | ﹤0.01% | 665 |
|
|
2020
Q4 | $3K | Sell |
48
-11
| -19% | -$688 | ﹤0.01% | 714 |
|
|
2020
Q3 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 655 |
|