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Lucus Advisors’s Raymond James Financial RJF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-10,940
Closed -$521K 293
2016
Q1
$521K Buy
+10,940
New +$521K 0.31% 138
2015
Q2
Sell
-5,567
Closed -$316K 379
2015
Q1
$316K Buy
+5,567
New +$316K 0.16% 266