JFS Wealth Advisors’s Ryder R Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.3K | Buy |
43
+2
| +5% | +$489 | ﹤0.01% | 963 |
|
|
2026
Q1 | $8.39K | Buy |
41
+3
| +8% | +$607 | ﹤0.01% | 1016 |
|
|
2025
Q4 | $7.27K | Buy |
38
+13
| +52% | +$2.34K | ﹤0.01% | 1099 |
|
|
2025
Q3 | $4.72K | Hold |
25
| – | – | ﹤0.01% | 1136 |
|
|
2025
Q2 | $3.98K | Sell |
25
-4
| -14% | -$588 | ﹤0.01% | 1161 |
|
|
2025
Q1 | $4.17K | Sell |
29
-2
| -6% | -$311 | ﹤0.01% | 1189 |
|
|
2024
Q4 | $4.86K | Buy |
31
+5
| +19% | +$781 | ﹤0.01% | 1136 |
|
|
2024
Q3 | $3.79K | Buy |
26
+5
| +24% | +$678 | ﹤0.01% | 1224 |
|
|
2024
Q2 | $2.6K | Hold |
21
| – | – | ﹤0.01% | 1336 |
|
|
2024
Q1 | $2.52K | Hold |
21
| – | – | ﹤0.01% | 1360 |
|
|
2023
Q4 | $2.42K | Buy |
21
+4
| +24% | +$421 | ﹤0.01% | 1348 |
|
|
2023
Q3 | $1.82K | Buy |
17
+11
| +183% | +$1.07K | ﹤0.01% | 1392 |
|
|
2023
Q2 | $509 | Sell |
6
-29
| -83% | -$2.39K | ﹤0.01% | 1753 |
|
|
2023
Q1 | $3.12K | Sell |
35
-2
| -5% | -$184 | ﹤0.01% | 1188 |
|
|
2022
Q4 | $3.09K | Hold |
37
| – | – | ﹤0.01% | 1200 |
|
|
2022
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 1226 |
|
|
2022
Q2 | $3K | Sell |
37
-4
| -10% | -$293 | ﹤0.01% | 1226 |
|
|
2022
Q1 | $3K | Buy |
41
+23
| +128% | +$1.79K | ﹤0.01% | 1305 |
|
|
2021
Q4 | $1K | Buy |
+18
| New | +$1.51K | ﹤0.01% | 1526 |
|
|
2020
Q1 | – | Sell |
-203
| Closed | -$11K | – | 558 |
|
|
2019
Q4 | $11K | Hold |
203
| – | – | ﹤0.01% | 365 |
|
|
2019
Q3 | $11K | Hold |
203
| – | – | ﹤0.01% | 363 |
|
|
2019
Q2 | $12K | Hold |
203
| – | – | ﹤0.01% | 354 |
|
|
2019
Q1 | $13K | Sell |
203
-99
| -33% | -$5.79K | ﹤0.01% | 340 |
|
|
2018
Q4 | $15K | Sell |
302
-1,413
| -82% | -$81K | ﹤0.01% | 312 |
|
|
2018
Q3 | $125K | Sell |
1,715
-90
| -5% | -$6.86K | 0.03% | 182 |
|
|
2018
Q2 | $130K | Sell |
1,805
-91
| -5% | -$6.38K | 0.03% | 170 |
|
|
2018
Q1 | $138K | Sell |
1,896
-100
| -5% | -$8.06K | 0.04% | 170 |
|
|
2017
Q4 | $168K | Buy |
1,996
+3
| +0.2% | +$245 | 0.04% | 152 |
|
|
2017
Q3 | $169K | Sell |
1,993
-167
| -8% | -$12.6K | 0.04% | 145 |
|
|
2017
Q2 | $156K | Buy |
2,160
+24
| +1% | +$1.66K | 0.04% | 146 |
|
|
2017
Q1 | $159K | Hold |
2,136
| – | – | 0.04% | 147 |
|
|
2016
Q4 | $159K | Buy |
2,136
+3
| +0.1% | +$221 | 0.04% | 147 |
|
|
2016
Q3 | $141K | Buy |
2,133
+898
| +73% | +$58.8K | 0.04% | 155 |
|
|
2016
Q2 | $76K | Buy |
1,235
+3
| +0.2% | +$199 | 0.02% | 219 |
|
|
2016
Q1 | $80K | Sell |
1,232
-44
| -3% | -$2.5K | 0.02% | 195 |
|
|
2015
Q4 | $73K | Buy |
1,276
+4
| +0.3% | +$264 | 0.02% | 208 |
|
|
2015
Q3 | $94K | Buy |
1,272
+2
| +0.2% | +$171 | 0.04% | 158 |
|
|
2015
Q2 | $111K | Buy |
1,270
+2
| +0.2% | +$189 | 0.06% | 122 |
|
|
2015
Q1 | $120K | Buy |
1,268
+2
| +0.2% | +$184 | 0.06% | 118 |
|
|
2014
Q4 | $118K | Sell |
1,266
-157
| -11% | -$14K | 0.02% | 117 |
|
|
2014
Q3 | $128K | Sell |
1,423
-298
| -17% | -$26.7K | 0.02% | 104 |
|
|
2014
Q2 | $152K | Buy |
+1,721
| New | +$144K | 0.03% | 101 |
|
|
2014
Q1 | – | Sell |
-3,510
| Closed | -$259K | – | 126 |
|
|
2013
Q4 | $259K | Buy |
+3,510
| New | +$233K | 0.11% | 107 |
|
Other funds holding R
WCM
CAMG
RWA
VFA
IRC
QCM
DC
CWM