Pathstone Family Office’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.51M | Buy |
14,880
+11,272
| +312% | +$1.14M | 0.01% | 551 |
|
|
2023
Q2 | $391K | Sell |
3,608
-52
| -1% | -$5.64K | 0.01% | 855 |
|
|
2023
Q1 | $348K | Sell |
3,660
-9,870
| -73% | -$937K | 0.01% | 848 |
|
|
2022
Q4 | $1.18M | Buy |
13,530
+1,617
| +14% | +$140K | 0.01% | 714 |
|
|
2022
Q3 | $1.21M | Buy |
11,913
+9,032
| +314% | +$916K | 0.01% | 648 |
|
|
2022
Q2 | $258K | Buy |
2,881
+726
| +34% | +$65K | 0.01% | 857 |
|
|
2022
Q1 | $249K | Buy |
+2,155
| New | +$249K | 0.01% | 825 |
|
|
2021
Q1 | – | Sell |
-182
| Closed | -$12K | – | 1181 |
|
|
2020
Q4 | $12K | Buy |
+182
| New | +$12K | ﹤0.01% | 839 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | -$3K | – | 925 |
|
|
2020
Q1 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 672 |
|
|
2019
Q2 | – | Sell |
-99
| Closed | -$5K | – | 843 |
|
|
2019
Q1 | $5K | Hold |
99
| – | – | ﹤0.01% | 602 |
|
|
2018
Q4 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 376 |
|
|
2018
Q2 | – | Sell |
-35
| Closed | -$2K | – | 295 |
|
|
2018
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 335 |
|
|
2017
Q2 | – | Sell |
-36
| Closed | -$2K | – | 594 |
|
|
2017
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 407 |
|