RJT
Raymond James Trust’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.33M | Buy |
21,537
+213
| +1% | +$62.6K | 0.14% | 143 |
|
|
2024
Q2 | $5.17M | Buy |
21,324
+240
| +1% | +$58.2K | 0.12% | 160 |
|
|
2024
Q1 | $5.64M | Buy |
21,084
+199
| +1% | +$53.2K | 0.14% | 152 |
|
|
2023
Q4 | $5.16M | Buy |
20,885
+1,066
| +5% | +$264K | 0.14% | 150 |
|
|
2023
Q3 | $3.63M | Sell |
19,819
-71
| -0.4% | -$13K | 0.11% | 174 |
|
|
2023
Q2 | $4.68M | Buy |
19,890
+88
| +0.4% | +$20.7K | 0.14% | 151 |
|
|
2023
Q1 | $4.02M | Buy |
19,802
+48
| +0.2% | +$9.74K | 0.13% | 158 |
|
|
2022
Q4 | $3.84M | Buy |
19,754
+648
| +3% | +$126K | 0.13% | 156 |
|
|
2022
Q3 | $3.28M | Sell |
19,106
-70
| -0.4% | -$12K | 0.12% | 164 |
|
|
2022
Q2 | $3.51M | Buy |
19,176
+109
| +0.6% | +$19.9K | 0.13% | 158 |
|
|
2022
Q1 | $4.52M | Sell |
19,067
-818
| -4% | -$194K | 0.14% | 145 |
|
|
2021
Q4 | $5.82M | Buy |
19,885
+45
| +0.2% | +$13.2K | 0.17% | 126 |
|
|
2021
Q3 | $5.03M | Buy |
19,840
+1,081
| +6% | +$274K | 0.17% | 124 |
|
|
2021
Q2 | $4.49M | Buy |
+18,759
| New | +$4.49M | 0.15% | 130 |
|
|
2017
Q4 | – | Sell |
-3,091
| Closed | -$328K | – | 749 |
|
|
2017
Q3 | $328K | Buy |
3,091
+555
| +22% | +$58.9K | 0.02% | 506 |
|
|
2017
Q2 | $348K | Buy |
2,536
+59
| +2% | +$8.1K | 0.03% | 477 |
|
|
2017
Q1 | $339K | Buy |
2,477
+139
| +6% | +$19K | 0.03% | 471 |
|
|
2016
Q4 | $276K | Buy |
2,338
+131
| +6% | +$15.5K | 0.02% | 509 |
|
|
2016
Q3 | $297K | Sell |
2,207
-1,071
| -33% | -$144K | 0.03% | 470 |
|
|
2016
Q2 | $421K | Sell |
3,278
-249
| -7% | -$32K | 0.04% | 375 |
|
|
2016
Q1 | $403K | Buy |
3,527
+553
| +19% | +$63.2K | 0.04% | 367 |
|
|
2015
Q4 | $331K | Buy |
2,974
+56
| +2% | +$6.23K | 0.03% | 423 |
|
|
2015
Q3 | $283K | Buy |
2,918
+32
| +1% | +$3.1K | 0.03% | 435 |
|
|
2015
Q2 | $280K | Buy |
2,886
+644
| +29% | +$62.5K | 0.03% | 463 |
|
|
2015
Q1 | $209K | Buy |
+2,242
| New | +$209K | 0.02% | 567 |
|
|
2014
Q4 | – | Sell |
-2,989
| Closed | -$223K | – | 636 |
|
|
2014
Q3 | $223K | Sell |
2,989
-400
| -12% | -$29.8K | 0.03% | 520 |
|
|
2014
Q2 | $246K | Buy |
3,389
+60
| +2% | +$4.36K | 0.03% | 487 |
|
|
2014
Q1 | $226K | Buy |
3,329
+29
| +0.9% | +$1.97K | 0.03% | 490 |
|
|
2013
Q4 | $228K | Sell |
3,300
-443
| -12% | -$30.6K | 0.03% | 484 |
|
|
2013
Q3 | $224K | Hold |
3,743
| – | – | 0.03% | 460 |
|
|
2013
Q2 | $220K | Buy |
+3,743
| New | +$220K | 0.04% | 427 |
|