Patriot Wealth Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-114,698
| Closed | -$5.83M | – | 80 |
|
|
2017
Q1 | $5.83M | Buy |
114,698
+3,827
| +3% | +$195K | 0.93% | 42 |
|
|
2016
Q4 | $5.12M | Sell |
110,871
-1,266
| -1% | -$58.5K | 0.97% | 43 |
|
|
2016
Q3 | $4.35M | Sell |
112,137
-3,326
| -3% | -$129K | 0.84% | 49 |
|
|
2016
Q2 | $3.8M | Buy |
115,463
+2,205
| +2% | +$72.5K | 0.75% | 53 |
|
|
2016
Q1 | $3.6M | Buy |
113,258
+1,532
| +1% | +$48.6K | 0.73% | 52 |
|
|
2015
Q4 | $4.32M | Buy |
111,726
+178
| +0.2% | +$6.88K | 0.89% | 42 |
|
|
2015
Q3 | $3.69M | Buy |
111,548
+3,068
| +3% | +$102K | 0.85% | 49 |
|
|
2015
Q2 | $4.31M | Buy |
108,480
+1,173
| +1% | +$46.6K | 0.96% | 45 |
|
|
2015
Q1 | $4.06M | Buy |
107,307
+3,916
| +4% | +$148K | 0.9% | 47 |
|
|
2014
Q4 | $3.95M | Buy |
103,391
+1,791
| +2% | +$68.4K | 0.92% | 46 |
|
|
2014
Q3 | $3.63M | Buy |
101,600
+2,502
| +3% | +$89.4K | 0.9% | 49 |
|
|
2014
Q2 | $3.35M | Buy |
99,098
+438
| +0.4% | +$14.8K | 0.85% | 49 |
|
|
2014
Q1 | $3.68M | Buy |
98,660
+1,760
| +2% | +$65.6K | 0.98% | 41 |
|
|
2013
Q4 | $3.37M | Sell |
96,900
-522
| -0.5% | -$18.2K | 0.93% | 44 |
|
|
2013
Q3 | $2.71M | Buy |
+97,422
| New | +$2.71M | 0.8% | 48 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 44 |
|