Geneva Advisors’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
Q2 | $481K | Sell |
8,985
-210
| -2% | -$11.2K | 0.01% | 522 |
|
|
2017
Q1 | $467K | Sell |
9,195
-72
| -0.8% | -$3.66K | 0.01% | 515 |
|
|
2016
Q4 | $428K | Buy |
9,267
+72
| +0.8% | +$3.33K | 0.01% | 513 |
|
|
2016
Q3 | $357K | Hold |
9,195
| – | – | 0.01% | 540 |
|
|
2016
Q2 | $302K | Sell |
9,195
-2,448
| -21% | -$80.4K | 0.01% | 550 |
|
|
2016
Q1 | $370K | Hold |
11,643
| – | – | 0.01% | 499 |
|
|
2015
Q4 | $450K | Hold |
11,643
| – | – | 0.01% | 433 |
|
|
2015
Q3 | $385K | Hold |
11,643
| – | – | 0.01% | 433 |
|
|
2015
Q2 | $462K | Sell |
11,643
-1,767
| -13% | -$70.1K | 0.01% | 438 |
|
|
2015
Q1 | $508K | Buy |
13,410
+3,675
| +38% | +$139K | 0.01% | 414 |
|
|
2014
Q4 | $372K | Hold |
9,735
| – | – | 0.01% | 472 |
|
|
2014
Q3 | $348K | Buy |
9,735
+1,860
| +24% | +$66.5K | 0.01% | 490 |
|
|
2014
Q2 | $266K | Hold |
7,875
| – | – | ﹤0.01% | 543 |
|
|
2014
Q1 | $294K | Buy |
+7,875
| New | +$294K | 0.01% | 485 |
|