Doyle 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
Q1 | – | Sell |
-2,771
| Closed | -$278K | – | 255 |
|
|
2021
Q4 | $278K | Hold |
2,771
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $256K | Sell |
2,771
-1,501
| -35% | -$139K | 0.02% | 193 |
|
|
2021
Q2 | $370K | Hold |
4,272
| – | – | 0.03% | 162 |
|
|
2021
Q1 | $349K | Buy |
4,272
+22
| +0.5% | +$1.8K | 0.03% | 163 |
|
|
2020
Q4 | $271K | Hold |
4,250
| – | – | 0.03% | 178 |
|
|
2020
Q3 | $206K | Sell |
4,250
-375
| -8% | -$18.2K | 0.02% | 179 |
|
|
2020
Q2 | $212K | Sell |
4,625
-1,063
| -19% | -$48.7K | 0.03% | 170 |
|
|
2020
Q1 | $240K | Buy |
5,688
+1,095
| +24% | +$46.2K | 0.04% | 157 |
|
|
2019
Q4 | $274K | Sell |
4,593
-32,723
| -88% | -$1.95M | 0.03% | 172 |
|
|
2019
Q3 | $2.05M | Buy |
37,316
+590
| +2% | +$32.4K | 0.28% | 55 |
|
|
2019
Q2 | $2.07M | Buy |
36,726
+1,800
| +5% | +$101K | 0.29% | 55 |
|
|
2019
Q1 | $2.04M | Buy |
34,926
+3,979
| +13% | +$232K | 0.3% | 54 |
|
|
2018
Q4 | $1.54M | Sell |
30,947
-997
| -3% | -$49.5K | 0.26% | 54 |
|
|
2018
Q3 | $1.96M | Sell |
31,944
-1,016
| -3% | -$62.3K | 0.3% | 53 |
|
|
2018
Q2 | $1.96M | Sell |
32,960
-1,161
| -3% | -$69.1K | 0.32% | 55 |
|
|
2018
Q1 | $2.03M | Sell |
34,121
-52
| -0.2% | -$3.1K | 0.34% | 56 |
|
|
2017
Q4 | $2.03M | Sell |
34,173
-360
| -1% | -$21.4K | 0.34% | 53 |
|
|
2017
Q3 | $1.94M | Sell |
34,533
-2,136
| -6% | -$120K | 0.34% | 53 |
|
|
2017
Q2 | $1.96M | Sell |
36,669
-71
| -0.2% | -$3.8K | 0.36% | 51 |
|
|
2017
Q1 | $1.87M | Buy |
+36,740
| New | +$1.87M | 0.38% | 52 |
|