Martin Capital Partners’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
Q4 | – | Sell |
-5,561
| Closed | -$550K | – | 76 |
|
|
2022
Q3 | $550K | Buy |
5,561
+1,469
| +36% | +$145K | 0.26% | 55 |
|
|
2022
Q2 | $366K | Buy |
4,092
+45
| +1% | +$4.03K | 0.17% | 58 |
|
|
2022
Q1 | $445K | Buy |
4,047
+218
| +6% | +$24K | 0.2% | 55 |
|
|
2021
Q4 | $384K | Sell |
3,829
-188
| -5% | -$18.9K | 0.18% | 60 |
|
|
2021
Q3 | $371K | Sell |
4,017
-84
| -2% | -$7.76K | 0.19% | 58 |
|
|
2021
Q2 | $355K | Buy |
4,101
+130
| +3% | +$11.3K | 0.18% | 57 |
|
|
2021
Q1 | $324K | Sell |
3,971
-2,082
| -34% | -$170K | 0.17% | 60 |
|
|
2020
Q4 | $386K | Buy |
6,053
+275
| +5% | +$17.5K | 0.23% | 53 |
|
|
2020
Q3 | $280K | Buy |
5,778
+688
| +14% | +$33.3K | 0.19% | 52 |
|
|
2020
Q2 | $234K | Buy |
+5,090
| New | +$234K | 0.16% | 55 |
|