J.P. Morgan Private Wealth Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.32M | Sell |
33,075
-206
| -0.6% | -$20.7K | 0.01% | 602 |
|
|
2023
Q2 | $3.45M | Sell |
33,281
-10,735
| -24% | -$1.11M | 0.02% | 413 |
|
|
2023
Q1 | $4.11M | Sell |
44,016
-1,177
| -3% | -$110K | 0.01% | 636 |
|
|
2022
Q4 | $4.83M | Sell |
45,193
-53
| -0.1% | -$5.66K | 0.01% | 585 |
|
|
2022
Q3 | $4.47M | Buy |
45,246
+2,262
| +5% | +$224K | 0.01% | 584 |
|
|
2022
Q2 | $3.84M | Sell |
42,984
-677
| -2% | -$60.5K | 0.01% | 644 |
|
|
2022
Q1 | $4.8M | Buy |
43,661
+3,156
| +8% | +$347K | 0.01% | 627 |
|
|
2021
Q4 | $4.07M | Buy |
40,505
+2,559
| +7% | +$257K | 0.01% | 663 |
|
|
2021
Q3 | $3.5M | Buy |
37,946
+1,692
| +5% | +$156K | 0.01% | 688 |
|
|
2021
Q2 | $3.14M | Buy |
36,254
+7,674
| +27% | +$664K | 0.01% | 716 |
|
|
2021
Q1 | $2.34M | Sell |
28,580
-483
| -2% | -$39.5K | 0.01% | 716 |
|
|
2020
Q4 | $1.85M | Buy |
29,063
+3,168
| +12% | +$202K | 0.01% | 763 |
|
|
2020
Q3 | $1.26M | Sell |
25,895
-130
| -0.5% | -$6.31K | ﹤0.01% | 800 |
|
|
2020
Q2 | $1.19M | Buy |
26,025
+6,730
| +35% | +$309K | 0.01% | 747 |
|
|
2020
Q1 | $813K | Buy |
19,295
+858
| +5% | +$36.2K | ﹤0.01% | 778 |
|
|
2019
Q4 | $1.1M | Buy |
18,437
+11,931
| +183% | +$712K | 0.01% | 767 |
|
|
2019
Q3 | $358K | Buy |
6,506
+1,328
| +26% | +$73.1K | ﹤0.01% | 1118 |
|
|
2019
Q2 | $292K | Sell |
5,178
-167
| -3% | -$9.42K | ﹤0.01% | 1163 |
|
|
2019
Q1 | $286K | Buy |
+5,345
| New | +$286K | ﹤0.01% | 1231 |
|
|
2018
Q4 | – | Sell |
-3,924
| Closed | -$241K | – | 1561 |
|
|
2018
Q3 | $241K | Sell |
3,924
-284
| -7% | -$17.4K | ﹤0.01% | 1395 |
|
|
2018
Q2 | $250K | Buy |
+4,208
| New | +$250K | ﹤0.01% | 1280 |
|
|
2018
Q1 | – | Sell |
-12,203
| Closed | -$726K | – | 1354 |
|
|
2017
Q4 | $726K | Buy |
12,203
+284
| +2% | +$16.9K | ﹤0.01% | 748 |
|
|
2017
Q3 | $670K | Buy |
11,919
+421
| +4% | +$23.7K | ﹤0.01% | 748 |
|
|
2017
Q2 | $614K | Sell |
11,498
-5,692
| -33% | -$304K | ﹤0.01% | 773 |
|
|
2017
Q1 | $874K | Buy |
17,190
+11,145
| +184% | +$567K | 0.01% | 676 |
|
|
2016
Q4 | $279K | Sell |
6,045
-1,344
| -18% | -$62K | ﹤0.01% | 1031 |
|
|
2016
Q3 | $287K | Sell |
7,389
-648
| -8% | -$25.2K | ﹤0.01% | 1007 |
|
|
2016
Q2 | $264K | Sell |
8,037
-4,497
| -36% | -$148K | ﹤0.01% | 1036 |
|
|
2016
Q1 | $398K | Buy |
12,534
+1,167
| +10% | +$37.1K | ﹤0.01% | 828 |
|
|
2015
Q4 | $439K | Buy |
11,367
+141
| +1% | +$5.45K | ﹤0.01% | 734 |
|
|
2015
Q3 | $371K | Sell |
11,226
-4,646
| -29% | -$154K | ﹤0.01% | 720 |
|
|
2015
Q2 | $631K | Sell |
15,872
-45
| -0.3% | -$1.79K | 0.01% | 611 |
|
|
2015
Q1 | $602K | Sell |
15,917
-403
| -2% | -$15.2K | 0.01% | 660 |
|
|
2014
Q4 | $623K | Buy |
16,320
+732
| +5% | +$27.9K | 0.01% | 642 |
|
|
2014
Q3 | $556K | Buy |
15,588
+75
| +0.5% | +$2.68K | 0.01% | 660 |
|
|
2014
Q2 | $525K | Sell |
15,513
-1,350
| -8% | -$45.7K | 0.01% | 552 |
|
|
2014
Q1 | $629K | Buy |
+16,863
| New | +$629K | 0.01% | 503 |
|