Concord Wealth Partners’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
Q4 | – | Sell |
-45
| Closed | -$4.52K | – | 984 |
|
|
2023
Q3 | $4.52K | Hold |
45
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $4.67K | Hold |
45
| – | – | ﹤0.01% | 716 |
|
|
2023
Q1 | $4.2K | Sell |
45
-20
| -31% | -$1.87K | ﹤0.01% | 701 |
|
|
2022
Q4 | $6.93K | Buy |
+65
| New | +$6.93K | ﹤0.01% | 695 |
|
|
2022
Q3 | – | Sell |
-65
| Closed | -$6K | – | 919 |
|
|
2022
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 793 |
|
|
2022
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 844 |
|
|
2021
Q4 | $6K | Buy |
65
+20
| +44% | +$1.85K | ﹤0.01% | 914 |
|
|
2021
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 644 |
|
|
2021
Q2 | $4K | Sell |
45
-6
| -12% | -$533 | ﹤0.01% | 779 |
|
|
2021
Q1 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 728 |
|