Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,319
| Closed | -$843K | – | 845 |
|
|
2021
Q1 | $843K | Sell |
10,319
-600
| -5% | -$49K | 0.06% | 363 |
|
|
2020
Q4 | $696K | Sell |
10,919
-900
| -8% | -$57.4K | 0.05% | 395 |
|
|
2020
Q3 | $573K | Buy |
11,819
+750
| +7% | +$36.4K | 0.05% | 394 |
|
|
2020
Q2 | $508K | Buy |
11,069
+900
| +9% | +$41.3K | 0.05% | 378 |
|
|
2020
Q1 | $428K | Buy |
10,169
+150
| +1% | +$6.31K | 0.06% | 319 |
|
|
2019
Q4 | $598K | Buy |
10,019
+884
| +10% | +$52.8K | 0.06% | 309 |
|
|
2019
Q3 | $502K | Hold |
9,135
| – | – | 0.07% | 308 |
|
|
2019
Q2 | $515K | Buy |
9,135
+34
| +0.4% | +$1.92K | 0.07% | 327 |
|
|
2019
Q1 | $488K | Sell |
9,101
-300
| -3% | -$16.1K | 0.07% | 279 |
|
|
2018
Q4 | $466K | Buy |
9,401
+600
| +7% | +$29.7K | 0.09% | 243 |
|
|
2018
Q3 | $540K | Hold |
8,801
| – | – | 0.08% | 270 |
|
|
2018
Q2 | $524K | Hold |
8,801
| – | – | 0.12% | 236 |
|
|
2018
Q1 | $525K | Buy |
8,801
+600
| +7% | +$35.8K | 0.13% | 229 |
|
|
2017
Q4 | $488K | Buy |
+8,201
| New | +$488K | 0.18% | 155 |
|