Crewe 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11
| Closed | -$1.35K | – | 771 |
|
2024
Q3 | $1.35K | Sell |
11
-22
| -67% | -$2.7K | ﹤0.01% | 631 |
|
2024
Q2 | $4.08K | Buy |
+33
| New | +$4.08K | ﹤0.01% | 836 |
|
2023
Q1 | – | Sell |
-48
| Closed | -$5.13K | – | 1000 |
|
2022
Q4 | $5.13K | Sell |
48
-74
| -61% | -$7.91K | ﹤0.01% | 666 |
|
2022
Q3 | $12K | Buy |
122
+32
| +36% | +$3.15K | ﹤0.01% | 615 |
|
2022
Q2 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 669 |
|