Proficio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-570
| Closed | -$32K | – | 1224 |
|
|
2019
Q2 | $32K | Sell |
570
-30
| -5% | -$1.68K | 0.01% | 519 |
|
|
2019
Q1 | $32K | Buy |
600
+33
| +6% | +$1.76K | 0.01% | 485 |
|
|
2018
Q4 | $28K | Sell |
567
-50
| -8% | -$2.47K | 0.01% | 452 |
|
|
2018
Q3 | $38K | Sell |
617
-37
| -6% | -$2.28K | 0.01% | 413 |
|
|
2018
Q2 | $39K | Hold |
654
| – | – | 0.02% | 418 |
|
|
2018
Q1 | $39K | Buy |
654
+9
| +1% | +$537 | 0.01% | 413 |
|
|
2017
Q4 | $38K | Hold |
645
| – | – | 0.01% | 410 |
|
|
2017
Q3 | $36K | Hold |
645
| – | – | 0.01% | 450 |
|
|
2017
Q2 | $36K | Buy |
645
+6
| +0.9% | +$335 | 0.02% | 458 |
|
|
2017
Q1 | $31K | Buy |
639
+19
| +3% | +$922 | 0.01% | 502 |
|
|
2016
Q4 | $29K | Sell |
620
-45
| -7% | -$2.11K | 0.01% | 365 |
|
|
2016
Q3 | $26K | Hold |
665
| – | – | 0.02% | 387 |
|
|
2016
Q2 | $24K | Buy |
665
+551
| +483% | +$19.9K | 0.02% | 402 |
|
|
2016
Q1 | $4K | Sell |
114
-33
| -22% | -$1.16K | ﹤0.01% | 590 |
|
|
2015
Q4 | $6K | Buy |
+147
| New | +$6K | 0.01% | 390 |
|