Howe & Rusling’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-149
| Closed | -$9K | – | 1004 |
|
|
2020
Q4 | $9K | Hold |
149
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $7K | Hold |
149
| – | – | ﹤0.01% | 502 |
|
|
2020
Q2 | $7K | Buy |
149
+38
| +34% | +$1.71K | ﹤0.01% | 490 |
|
|
2020
Q1 | $5K | Buy |
111
+91
| +455% | +$5.13K | ﹤0.01% | 514 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 778 |
|
|
2019
Q3 | $1K | Sell |
20
-1
| -5% | -$54 | ﹤0.01% | 789 |
|
|
2019
Q2 | $1K | Sell |
21
-8
| -28% | -$456 | ﹤0.01% | 767 |
|
|
2019
Q1 | $2K | Sell |
29
-49
| -63% | -$2.62K | ﹤0.01% | 683 |
|
|
2018
Q4 | $4K | Buy |
78
+13
| +20% | +$693 | ﹤0.01% | 576 |
|
|
2018
Q3 | $4K | Sell |
65
-3
| -4% | -$185 | ﹤0.01% | 635 |
|
|
2018
Q2 | $4K | Sell |
68
-283
| -81% | -$17.6K | ﹤0.01% | 583 |
|
|
2018
Q1 | $21K | Sell |
351
-66
| -16% | -$4.11K | ﹤0.01% | 386 |
|
|
2017
Q4 | $25K | Buy |
417
+6
| +1% | +$346 | ﹤0.01% | 366 |
|
|
2017
Q3 | $23K | Hold |
411
| – | – | ﹤0.01% | 370 |
|
|
2017
Q2 | $22K | Buy |
411
+231
| +128% | +$11.6K | ﹤0.01% | 366 |
|
|
2017
Q1 | $9K | Buy |
180
+72
| +67% | +$3.66K | ﹤0.01% | 534 |
|
|
2016
Q4 | $5K | Sell |
108
-14
| -11% | -$619 | ﹤0.01% | 685 |
|
|
2016
Q3 | $5K | Buy |
122
+11
| +10% | +$405 | ﹤0.01% | 675 |
|
|
2016
Q2 | $4K | Hold |
111
| – | – | ﹤0.01% | 694 |
|
|
2016
Q1 | $4K | Sell |
111
-210
| -65% | -$6.45K | ﹤0.01% | 723 |
|
|
2015
Q4 | $12K | Buy |
321
+10
| +3% | +$373 | ﹤0.01% | 466 |
|
|
2015
Q3 | $10K | Buy |
311
+9
| +3% | +$334 | ﹤0.01% | 505 |
|
|
2015
Q2 | $12K | Buy |
302
+11
| +4% | +$428 | ﹤0.01% | 491 |
|
|
2015
Q1 | $11K | Sell |
291
-296
| -50% | -$11.1K | ﹤0.01% | 483 |
|
|
2014
Q4 | $22K | Buy |
587
+294
| +100% | +$10.8K | 0.01% | 383 |
|
|
2014
Q3 | $10K | Buy |
293
+144
| +97% | +$5.04K | ﹤0.01% | 493 |
|
|
2014
Q2 | $5K | Sell |
149
-18
| -11% | -$601 | ﹤0.01% | 619 |
|
|
2014
Q1 | $6K | Buy |
167
+8
| +5% | +$280 | ﹤0.01% | 646 |
|
|
2013
Q4 | $6K | Buy |
159
+18
| +13% | +$558 | ﹤0.01% | 578 |
|
|
2013
Q3 | $4K | Sell |
141
-12
| -8% | -$347 | ﹤0.01% | 737 |
|
|
2013
Q2 | $4K | Buy |
+153
| New | +$4.42K | ﹤0.01% | 747 |
|
Other funds holding RJF
