Duality Advisers’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
Q1 | – | Sell |
-2,927
| Closed | -$326K | – | 721 |
|
|
2023
Q4 | $326K | Buy |
+2,927
| New | +$326K | 0.03% | 490 |
|
|
2023
Q1 | – | Sell |
-22,276
| Closed | -$2.38M | – | 732 |
|
|
2022
Q4 | $2.38M | Buy |
22,276
+11,824
| +113% | +$1.26M | 0.27% | 113 |
|
|
2022
Q3 | $1.03M | Buy |
10,452
+5,599
| +115% | +$553K | 0.11% | 306 |
|
|
2022
Q2 | $434K | Buy |
+4,853
| New | +$434K | 0.04% | 485 |
|
|
2021
Q3 | – | Sell |
-18,356
| Closed | -$1.59M | – | 682 |
|
|
2021
Q2 | $1.59M | Buy |
+18,356
| New | +$1.59M | 0.14% | 250 |
|
|
2020
Q1 | – | Sell |
-21,278
| Closed | -$1.27M | – | 270 |
|
|
2019
Q4 | $1.27M | Buy |
+21,278
| New | +$1.27M | 0.08% | 245 |
|
|
2019
Q2 | – | Sell |
-25,425
| Closed | -$1.36M | – | 279 |
|
|
2019
Q1 | $1.36M | Buy |
+25,425
| New | +$1.36M | 0.08% | 176 |
|