Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,705
| Closed | -$378K | – | 385 |
|
|
2019
Q2 | $378K | Buy |
+6,705
| New | +$378K | 0.13% | 198 |
|
|
2019
Q1 | – | Sell |
-5,415
| Closed | -$269K | – | 492 |
|
|
2018
Q4 | $269K | Buy |
+5,415
| New | +$269K | 0.11% | 284 |
|
|
2017
Q4 | – | Sell |
-4,998
| Closed | -$281K | – | 387 |
|
|
2017
Q3 | $281K | Buy |
+4,998
| New | +$281K | 0.28% | 161 |
|
|
2017
Q1 | – | Sell |
-16,460
| Closed | -$761K | – | 495 |
|
|
2016
Q4 | $761K | Buy |
+16,460
| New | +$761K | 0.49% | 22 |
|
|
2016
Q3 | – | Sell |
-9,813
| Closed | -$323K | – | 267 |
|
|
2016
Q2 | $323K | Buy |
+9,813
| New | +$323K | 0.19% | 140 |
|
|
2015
Q2 | – | Sell |
-6,773
| Closed | -$256K | – | 307 |
|
|
2015
Q1 | $256K | Buy |
+6,773
| New | +$256K | 0.1% | 197 |
|
|
2014
Q4 | – | Sell |
-21,696
| Closed | -$775K | – | 290 |
|
|
2014
Q3 | $775K | Buy |
+21,696
| New | +$775K | 0.3% | 114 |
|