IFG Advisory’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,282
| Closed | -$324K | – | 529 |
|
|
2022
Q3 | $324K | Sell |
3,282
-1,006
| -23% | -$99.3K | 0.03% | 394 |
|
|
2022
Q2 | $383K | Hold |
4,288
| – | – | 0.04% | 331 |
|
|
2022
Q1 | $471K | Sell |
4,288
-614
| -13% | -$67.4K | 0.05% | 315 |
|
|
2021
Q4 | $492K | Hold |
4,902
| – | – | 0.05% | 303 |
|
|
2021
Q3 | $452K | Sell |
4,902
-192
| -4% | -$17.7K | 0.05% | 313 |
|
|
2021
Q2 | $441K | Sell |
5,094
-188
| -4% | -$16.3K | 0.05% | 317 |
|
|
2021
Q1 | $431K | Sell |
5,282
-30
| -0.6% | -$2.45K | 0.05% | 328 |
|
|
2020
Q4 | $338K | Hold |
5,312
| – | – | 0.05% | 330 |
|
|
2020
Q3 | $257K | Hold |
5,312
| – | – | 0.04% | 348 |
|
|
2020
Q2 | $243K | Sell |
5,312
-672
| -11% | -$30.7K | 0.04% | 343 |
|
|
2020
Q1 | $252K | Sell |
5,984
-486
| -8% | -$20.5K | 0.06% | 301 |
|
|
2019
Q4 | $385K | Hold |
6,470
| – | – | 0.07% | 272 |
|
|
2019
Q3 | $355K | Buy |
6,470
+36
| +0.6% | +$1.98K | 0.07% | 275 |
|
|
2019
Q2 | $362K | Hold |
6,434
| – | – | 0.06% | 246 |
|
|
2019
Q1 | $344K | Buy |
+6,434
| New | +$344K | 0.07% | 247 |
|