Mark Sheptoff Financial Planning’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-252
| Closed | -$15K | – | 374 |
|
|
2019
Q4 | $15K | Hold |
252
| – | – | 0.01% | 246 |
|
|
2019
Q3 | $14K | Hold |
252
| – | – | 0.01% | 246 |
|
|
2019
Q2 | $14K | Hold |
252
| – | – | 0.01% | 243 |
|
|
2019
Q1 | $14K | Hold |
252
| – | – | 0.01% | 243 |
|
|
2018
Q4 | $13K | Hold |
252
| – | – | 0.01% | 223 |
|
|
2018
Q3 | $15K | Hold |
252
| – | – | 0.01% | 261 |
|
|
2018
Q2 | $15K | Hold |
252
| – | – | 0.01% | 246 |
|
|
2018
Q1 | $15K | Sell |
252
-225
| -47% | -$13.4K | 0.01% | 254 |
|
|
2017
Q4 | $28K | Hold |
477
| – | – | 0.02% | 215 |
|
|
2017
Q3 | $27K | Hold |
477
| – | – | 0.02% | 216 |
|
|
2017
Q2 | $26K | Sell |
477
-2
| -0.4% | -$109 | 0.02% | 212 |
|
|
2017
Q1 | $24K | Buy |
479
+2
| +0.4% | +$100 | 0.02% | 219 |
|
|
2016
Q4 | $22K | Hold |
477
| – | – | 0.02% | 215 |
|
|
2016
Q3 | $19K | Sell |
477
-450
| -49% | -$17.9K | 0.01% | 218 |
|
|
2016
Q2 | $30K | Hold |
927
| – | – | 0.02% | 184 |
|
|
2016
Q1 | $29K | Hold |
927
| – | – | 0.02% | 183 |
|
|
2015
Q4 | $36K | Hold |
927
| – | – | 0.03% | 185 |
|
|
2015
Q3 | $31K | Hold |
927
| – | – | 0.03% | 189 |
|
|
2015
Q2 | $37K | Hold |
927
| – | – | 0.03% | 185 |
|
|
2015
Q1 | $35K | Hold |
927
| – | – | 0.03% | 187 |
|
|
2014
Q4 | $35K | Hold |
927
| – | – | 0.03% | 191 |
|
|
2014
Q3 | $33K | Hold |
927
| – | – | 0.03% | 194 |
|
|
2014
Q2 | $31K | Hold |
927
| – | – | 0.03% | 200 |
|
|
2014
Q1 | $35K | Buy |
+927
| New | +$35K | 0.03% | 206 |
|