Jackson Creek Investment Advisors’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 |
-3,603
| Closed | -$362K | – | 355 |
|
2023
Q3 | $362K | Sell |
3,603
-228
| -6% | -$22.9K | 0.15% | 263 |
|
2023
Q2 | $398K | Sell |
3,831
-718
| -16% | -$74.6K | 0.16% | 262 |
|
2023
Q1 | $424K | Hold |
4,549
| – | – | 0.18% | 261 |
|
2022
Q4 | $486K | Sell |
4,549
-1,614
| -26% | -$172K | 0.22% | 239 |
|
2022
Q3 | $609K | Buy |
6,163
+35
| +0.6% | +$3.46K | 0.29% | 193 |
|
2022
Q2 | $603K | Sell |
6,128
-6,367
| -51% | -$627K | 0.24% | 205 |
|
2022
Q1 | $1.37M | Sell |
12,495
-453
| -3% | -$49.8K | 0.5% | 26 |
|
2021
Q4 | $1.3M | Sell |
12,948
-187
| -1% | -$18.8K | 0.47% | 48 |
|
2021
Q3 | $1.21M | Sell |
13,135
-443
| -3% | -$40.9K | 0.45% | 62 |
|
2021
Q2 | $1.18M | Sell |
13,578
-3,704
| -21% | -$321K | 0.44% | 72 |
|
2021
Q1 | $1.41M | Buy |
17,282
+5,490
| +47% | +$449K | 0.49% | 29 |
|
2020
Q4 | $752K | Buy |
+11,792
| New | +$752K | 0.29% | 188 |
|