Ergoteles’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,767
| Closed | -$287K | – | 673 |
|
|
2023
Q2 | $287K | Buy |
+2,767
| New | +$287K | 0.01% | 780 |
|
|
2022
Q1 | – | Sell |
-36,598
| Closed | -$3.67M | – | 1577 |
|
|
2021
Q4 | $3.67M | Sell |
36,598
-5,775
| -14% | -$580K | 0.14% | 153 |
|
|
2021
Q3 | $3.91M | Buy |
+42,373
| New | +$3.91M | 0.14% | 171 |
|
|
2021
Q1 | – | Sell |
-40,818
| Closed | -$2.6M | – | 1013 |
|
|
2020
Q4 | $2.6M | Buy |
40,818
+29,568
| +263% | +$1.89M | 0.09% | 222 |
|
|
2020
Q3 | $546K | Buy |
+11,250
| New | +$546K | 0.07% | 221 |
|