Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $18K | Buy |
168
+18
| +12% | +$1.93K | ﹤0.01% | 396 |
|
|
2021
Q4 | $15K | Hold |
150
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $13K | Buy |
+150
| New | +$13K | ﹤0.01% | 429 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$1K | – | 634 |
|
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 719 |
|
|
2018
Q3 | – | Sell |
-206
| Closed | -$12K | – | 500 |
|
|
2018
Q2 | $12K | Sell |
206
-66
| -24% | -$3.85K | ﹤0.01% | 326 |
|
|
2018
Q1 | $16K | Buy |
272
+206
| +312% | +$12.1K | ﹤0.01% | 295 |
|
|
2017
Q4 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 248 |
|