HighMark Wealth Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-51
| Closed | -$4K | – | 526 |
|
|
2021
Q1 | $4K | Sell |
51
-77
| -60% | -$6.04K | ﹤0.01% | 369 |
|
|
2020
Q4 | $8K | Hold |
128
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $6K | Hold |
128
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $6K | Sell |
128
-54
| -30% | -$2.53K | 0.01% | 292 |
|
|
2020
Q1 | $7K | Sell |
182
-15
| -8% | -$577 | 0.01% | 188 |
|
|
2019
Q4 | $11K | Buy |
+197
| New | +$11K | 0.01% | 198 |
|