CIA
Cascade Investment Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-75
| Closed | -$7K | – | 191 |
|
|
2023
Q1 | $7K | Sell |
75
-13,905
| -99% | -$1.3M | 0.01% | 219 |
|
|
2022
Q4 | $1.49M | Sell |
13,980
-75
| -0.5% | -$8.01K | 1.24% | 22 |
|
|
2022
Q3 | $1.66M | Sell |
14,055
-3,609
| -20% | -$426K | 1.43% | 12 |
|
|
2022
Q2 | $1.58M | Sell |
17,664
-1,040
| -6% | -$93K | 1.24% | 14 |
|
|
2022
Q1 | $2.06M | Sell |
18,704
-848
| -4% | -$93.2K | 1.25% | 12 |
|
|
2021
Q4 | $1.96M | Sell |
19,552
-117
| -0.6% | -$11.7K | 1.15% | 17 |
|
|
2021
Q3 | $1.82M | Buy |
19,669
+5,266
| +37% | +$486K | 1.18% | 17 |
|
|
2021
Q2 | $1.87M | Sell |
14,403
-202
| -1% | -$26.2K | 1.18% | 17 |
|
|
2021
Q1 | $1.79M | Sell |
14,605
-15
| -0.1% | -$1.84K | 1.16% | 18 |
|
|
2020
Q4 | $1.4M | Buy |
+14,620
| New | +$1.4M | 1.03% | 32 |
|