Knowledge Leaders Capital’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
Q1 | – | Sell |
-3,067
| Closed | -$328K | – | 86 |
|
2022
Q4 | $328K | Sell |
3,067
-10
| -0.3% | -$1.07K | 0.43% | 90 |
|
2022
Q3 | $304K | Sell |
3,077
-5,605
| -65% | -$554K | 0.39% | 94 |
|
2022
Q2 | $776K | Sell |
8,682
-29
| -0.3% | -$2.59K | 0.75% | 58 |
|
2022
Q1 | $957K | Hold |
8,711
| – | – | 0.69% | 59 |
|
2021
Q4 | $875K | Sell |
8,711
-1,019
| -10% | -$102K | 0.64% | 70 |
|
2021
Q3 | $898K | Buy |
+9,730
| New | +$898K | 0.73% | 51 |
|