Laurie J. Hall Trustee’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 |
-95
| Closed | -$10K | – | 307 |
|
|
2022
Q4 | $10K | Sell |
95
-50
| -34% | -$5.26K | ﹤0.01% | 229 |
|
|
2022
Q3 | $14K | Sell |
145
-70
| -33% | -$6.76K | 0.01% | 231 |
|
|
2022
Q2 | $19K | Hold |
215
| – | – | 0.01% | 230 |
|
|
2022
Q1 | $24K | Hold |
215
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $22K | Hold |
215
| – | – | 0.01% | 237 |
|
|
2021
Q3 | $20K | Sell |
215
-130
| -38% | -$12.1K | 0.01% | 244 |
|
|
2021
Q2 | $30K | Hold |
345
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $28K | Hold |
345
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $22K | Hold |
345
| – | – | 0.01% | 252 |
|
|
2020
Q3 | $17K | Buy |
+345
| New | +$17K | 0.01% | 245 |
|
|
2019
Q4 | $12K | Hold |
195
| – | – | 0.01% | 268 |
|
|
2019
Q3 | $11K | Hold |
195
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $11K | Hold |
195
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $10K | Hold |
195
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $11K | Sell |
195
-45
| -19% | -$2.54K | 0.01% | 264 |
|
|
2018
Q3 | $15K | Hold |
240
| – | – | 0.01% | 271 |
|
|
2018
Q2 | $14K | Hold |
240
| – | – | 0.01% | 275 |
|
|
2018
Q1 | $14K | Hold |
240
| – | – | 0.01% | 268 |
|
|
2017
Q4 | $14K | Sell |
240
-105
| -30% | -$6.13K | 0.01% | 278 |
|
|
2017
Q3 | $19.4K | Hold |
345
| – | – | 0.01% | 207 |
|
|
2017
Q2 | $18.5K | Hold |
345
| – | – | 0.01% | 209 |
|
|
2017
Q1 | $17.1K | Hold |
345
| – | – | 0.01% | 215 |
|
|
2016
Q4 | $17K | Buy |
+345
| New | +$17K | 0.01% | 211 |
|
|
2016
Q2 | $12K | Buy |
345
+180
| +109% | +$6.26K | 0.01% | 225 |
|
|
2016
Q1 | $6K | Buy |
+165
| New | +$6K | ﹤0.01% | 232 |
|