Glassman Wealth Services’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
Q1 | – | Sell |
-154
| Closed | -$17.2K | – | 1466 |
|
|
2023
Q4 | $17.2K | Buy |
154
+13
| +9% | +$1.45K | ﹤0.01% | 729 |
|
|
2023
Q3 | $14.2K | Hold |
141
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $14.6K | Sell |
141
-66
| -32% | -$6.85K | ﹤0.01% | 706 |
|
|
2023
Q1 | $19.3K | Sell |
207
-34
| -14% | -$3.17K | ﹤0.01% | 644 |
|
|
2022
Q4 | $25.8K | Buy |
241
+8
| +3% | +$855 | ﹤0.01% | 598 |
|
|
2022
Q3 | $23K | Sell |
233
-30
| -11% | -$2.96K | ﹤0.01% | 577 |
|
|
2022
Q2 | $24K | Buy |
263
+72
| +38% | +$6.57K | ﹤0.01% | 577 |
|
|
2022
Q1 | $21K | Buy |
191
+21
| +12% | +$2.31K | ﹤0.01% | 638 |
|
|
2021
Q4 | $17K | Buy |
170
+112
| +193% | +$11.2K | ﹤0.01% | 660 |
|
|
2021
Q3 | $5K | Buy |
58
+26
| +81% | +$2.24K | ﹤0.01% | 981 |
|
|
2021
Q2 | $3K | Buy |
32
+9
| +39% | +$844 | ﹤0.01% | 1078 |
|
|
2021
Q1 | $2K | Buy |
23
+3
| +15% | +$261 | ﹤0.01% | 1128 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1264 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q2 | $1K | Buy |
20
+2
| +11% | +$100 | ﹤0.01% | 1092 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 968 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1015 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 905 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 916 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 872 |
|
|
2018
Q4 | $1K | Buy |
18
+9
| +100% | +$500 | ﹤0.01% | 680 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 731 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 718 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 659 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 611 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 501 |
|
|
2017
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 644 |
|