Curi Wealth Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-51
| Closed | -$5K | – | 588 |
|
|
2022
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 413 |
|
|
2021
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 380 |
|
|
2021
Q1 | – | Sell |
-51
| Closed | -$3K | – | 405 |
|
|
2020
Q4 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 323 |
|