Diversified Trust’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
Q2 | – | Sell |
-3,087
| Closed | -$339K | – | 841 |
|
|
2022
Q1 | $339K | Buy |
+3,087
| New | +$339K | 0.01% | 575 |
|
|
2020
Q1 | – | Sell |
-5,397
| Closed | -$322K | – | 470 |
|
|
2019
Q4 | $322K | Buy |
+5,397
| New | +$322K | 0.01% | 325 |
|
|
2013
Q4 | $1.18M | Sell |
33,780
-6,015
| -15% | -$209K | 0.12% | 171 |
|
|
2013
Q3 | $1.11M | Sell |
39,795
-405
| -1% | -$11.3K | 0.12% | 188 |
|
|
2013
Q2 | $1.15M | Buy |
+40,200
| New | +$1.15M | 0.14% | 150 |
|