Ranch Capital 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
Q4 | – | Sell |
-839
| Closed | -$77K | – | 480 |
|
|
2021
Q3 | $77K | Hold |
839
| – | – | 0.05% | 225 |
|
|
2021
Q2 | $72K | Hold |
839
| – | – | 0.04% | 260 |
|
|
2021
Q1 | $68K | Buy |
839
+2
| +0.2% | +$162 | 0.04% | 256 |
|
|
2020
Q4 | $53K | Hold |
837
| – | – | 0.04% | 287 |
|
|
2020
Q3 | $40K | Hold |
837
| – | – | 0.03% | 323 |
|
|
2020
Q2 | $42K | Buy |
837
+1
| +0.1% | +$50 | 0.03% | 331 |
|
|
2020
Q1 | $35K | Hold |
836
| – | – | 0.03% | 335 |
|
|
2019
Q4 | $50K | Buy |
+836
| New | +$50K | 0.04% | 339 |
|