LFA
Legacy Financial Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,661
| Closed | -$263K | – | 252 |
|
|
2022
Q3 | $263K | Buy |
2,661
+120
| +5% | +$11.9K | 0.06% | 175 |
|
|
2022
Q2 | $227K | Buy |
2,541
+165
| +7% | +$14.7K | 0.06% | 192 |
|
|
2022
Q1 | $261K | Sell |
2,376
-154
| -6% | -$16.9K | 0.06% | 189 |
|
|
2021
Q4 | $254K | Buy |
2,530
+127
| +5% | +$12.8K | 0.06% | 165 |
|
|
2021
Q3 | $222K | Buy |
2,403
+832
| +53% | +$76.9K | 0.05% | 165 |
|
|
2021
Q2 | $204K | Buy |
+1,571
| New | +$204K | 0.05% | 166 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$2K | – | 728 |
|
|
2019
Q1 | $2K | Buy |
30
+23
| +329% | +$1.53K | ﹤0.01% | 912 |
|
|
2018
Q4 | $1K | Sell |
7
-22
| -76% | -$3.14K | ﹤0.01% | 933 |
|
|
2018
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 817 |
|
|
2018
Q2 | $3K | Buy |
29
+22
| +314% | +$2.28K | ﹤0.01% | 791 |
|
|
2018
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 888 |
|
|
2017
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 853 |
|