Greenwood Capital Associates’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,784
| Closed | -$355K | – | 196 |
|
|
2018
Q3 | $355K | Buy |
5,784
+45
| +0.8% | +$2.76K | 0.08% | 134 |
|
|
2018
Q2 | $342K | Buy |
5,739
+112
| +2% | +$6.67K | 0.08% | 129 |
|
|
2018
Q1 | $335K | Buy |
5,627
+656
| +13% | +$39.1K | 0.08% | 131 |
|
|
2017
Q4 | $296K | Hold |
4,971
| – | – | 0.07% | 155 |
|
|
2017
Q3 | $279K | Sell |
4,971
-647
| -12% | -$36.3K | 0.07% | 150 |
|
|
2017
Q2 | $300K | Buy |
+5,618
| New | +$300K | 0.08% | 144 |
|
|
2015
Q3 | – | Sell |
-11,430
| Closed | -$453K | – | 188 |
|
|
2015
Q2 | $453K | Buy |
11,430
+1,627
| +17% | +$64.5K | 0.14% | 92 |
|
|
2015
Q1 | $371K | Buy |
9,803
+2,498
| +34% | +$94.5K | 0.11% | 103 |
|
|
2014
Q4 | $279K | Hold |
7,305
| – | – | 0.08% | 112 |
|
|
2014
Q3 | $261K | Buy |
7,305
+52
| +0.7% | +$1.86K | 0.08% | 110 |
|
|
2014
Q2 | $245K | Hold |
7,253
| – | – | 0.08% | 117 |
|
|
2014
Q1 | $270K | Buy |
+7,253
| New | +$270K | 0.09% | 110 |
|