Horizon Family Wealth’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,448
| Closed | -$246K | – | 71 |
|
|
2023
Q3 | $246K | Buy |
2,448
+217
| +10% | +$21.8K | 0.24% | 54 |
|
|
2023
Q2 | $232K | Buy |
2,231
+10
| +0.5% | +$1.04K | 0.22% | 58 |
|
|
2023
Q1 | $207K | Buy |
2,221
+8
| +0.4% | +$746 | 0.22% | 56 |
|
|
2022
Q4 | $236K | Buy |
2,213
+7
| +0.3% | +$748 | 0.27% | 49 |
|
|
2022
Q3 | $218K | Buy |
+2,206
| New | +$218K | 0.27% | 49 |
|
|
2022
Q2 | – | Sell |
-2,196
| Closed | -$241K | – | 58 |
|
|
2022
Q1 | $241K | Buy |
+2,196
| New | +$241K | 0.24% | 53 |
|