Gradient Investments’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 |
-9
| Closed | -$1K | – | 1709 |
|
|
2023
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q3 | $904 | Buy |
9
+4
| +80% | +$402 | ﹤0.01% | 1407 |
|
|
2023
Q2 | $519 | Buy |
+5
| New | +$519 | ﹤0.01% | 1525 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | – | – | 1213 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1207 |
|
|
2018
Q2 | – | Sell |
-8
| Closed | – | – | 1115 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1134 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1071 |
|
|
2014
Q1 | – | Sell |
-348
| Closed | -$12K | – | 608 |
|
|
2013
Q4 | $12K | Buy |
+348
| New | +$12K | ﹤0.01% | 368 |
|