Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23
| Closed | -$2.9K | – | 2298 |
|
|
2024
Q1 | $2.9K | Buy |
23
+17
| +283% | +$2.14K | ﹤0.01% | 996 |
|
|
2023
Q4 | $796 | Buy |
6
+3
| +100% | +$398 | ﹤0.01% | 1072 |
|
|
2023
Q3 | $368 | Sell |
3
-101
| -97% | -$12.4K | ﹤0.01% | 845 |
|
|
2023
Q2 | $4.44K | Buy |
+104
| New | +$4.44K | 0.01% | 502 |
|
|
2023
Q1 | – | Sell |
-107
| Closed | -$3.69K | – | 1555 |
|
|
2022
Q4 | $3.69K | Buy |
+107
| New | +$3.69K | 0.02% | 448 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 1326 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1524 |
|
|
2019
Q2 | $0 | Sell |
3
-23
| -88% | – | ﹤0.01% | 1600 |
|
|
2019
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1168 |
|
|
2018
Q3 | $228K | Buy |
4,704
+241
| +5% | +$11.7K | 0.24% | 94 |
|
|
2018
Q2 | $268K | Buy |
4,463
+1,164
| +35% | +$69.9K | 0.25% | 76 |
|
|
2018
Q1 | $194K | Buy |
+3,299
| New | +$194K | 0.2% | 97 |
|