Next Financial Group’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
Q4 | $502K | Buy |
4,996
+2,064
| +70% | +$207K | 0.03% | 546 |
|
|
2021
Q3 | $271K | Buy |
2,932
+10
| +0.3% | +$924 | 0.02% | 709 |
|
|
2021
Q2 | $254K | Sell |
2,922
-6
| -0.2% | -$522 | 0.02% | 741 |
|
|
2021
Q1 | $240K | Buy |
2,928
+88
| +3% | +$7.21K | 0.02% | 704 |
|
|
2020
Q4 | $181K | Sell |
2,840
-7
| -0.2% | -$446 | 0.02% | 750 |
|
|
2020
Q3 | $139K | Buy |
+2,847
| New | +$139K | 0.02% | 744 |
|
|
2020
Q2 | – | Sell |
-2,939
| Closed | -$125K | – | 1633 |
|
|
2020
Q1 | $125K | Sell |
2,939
-574
| -16% | -$24.4K | 0.02% | 691 |
|
|
2019
Q4 | $210K | Sell |
3,513
-60
| -2% | -$3.59K | 0.02% | 687 |
|
|
2019
Q3 | $197K | Sell |
3,573
-165
| -4% | -$9.1K | 0.02% | 682 |
|
|
2019
Q2 | $212K | Sell |
3,738
-3
| -0.1% | -$170 | 0.02% | 639 |
|
|
2019
Q1 | $201K | Buy |
+3,741
| New | +$201K | 0.05% | 362 |
|
|
2017
Q4 | – | Sell |
-1,133
| Closed | -$64K | – | 1150 |
|
|
2017
Q3 | $64K | Buy |
1,133
+113
| +11% | +$6.38K | 0.02% | 631 |
|
|
2017
Q2 | $55K | Hold |
1,020
| – | – | 0.01% | 753 |
|
|
2017
Q1 | $51K | Sell |
1,020
-420
| -29% | -$21K | 0.01% | 722 |
|
|
2016
Q4 | $66K | Sell |
1,440
-158
| -10% | -$7.24K | 0.01% | 840 |
|
|
2016
Q3 | $62K | Sell |
1,598
-37
| -2% | -$1.44K | 0.01% | 850 |
|
|
2016
Q2 | $53K | Sell |
1,635
-135
| -8% | -$4.38K | 0.02% | 640 |
|
|
2016
Q1 | $56K | Hold |
1,770
| – | – | 0.02% | 594 |
|
|
2015
Q4 | $68K | Sell |
1,770
-300
| -14% | -$11.5K | 0.03% | 538 |
|
|
2015
Q3 | $68K | Buy |
2,070
+30
| +1% | +$986 | 0.02% | 541 |
|
|
2015
Q2 | $81K | Hold |
2,040
| – | – | 0.03% | 531 |
|
|
2015
Q1 | $77K | Buy |
2,040
+172
| +9% | +$6.49K | 0.02% | 543 |
|
|
2014
Q4 | $71K | Sell |
1,868
-210
| -10% | -$7.98K | 0.02% | 549 |
|
|
2014
Q3 | $74K | Buy |
+2,078
| New | +$74K | 0.01% | 768 |
|