Dynamic Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,483
| Closed | -$253K | – | 383 |
|
|
2016
Q4 | $253K | Buy |
+5,483
| New | +$253K | 0.03% | 346 |
|
|
2016
Q2 | – | Sell |
-12,290
| Closed | -$390K | – | 477 |
|
|
2016
Q1 | $390K | Buy |
12,290
+4,362
| +55% | +$138K | 0.15% | 205 |
|
|
2015
Q4 | $306K | Buy |
+7,928
| New | +$306K | 0.15% | 243 |
|
|
2015
Q2 | – | Sell |
-5,850
| Closed | -$221K | – | 342 |
|
|
2015
Q1 | $221K | Buy |
+5,850
| New | +$221K | 0.08% | 228 |
|
|
2013
Q4 | – | Sell |
-46,368
| Closed | -$1.29M | – | 477 |
|
|
2013
Q3 | $1.29M | Buy |
+46,368
| New | +$1.29M | 0.29% | 103 |
|