Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-885
| Closed | -$29K | – | 746 |
|
|
2015
Q3 | $29K | Hold |
885
| – | – | 0.01% | 499 |
|
|
2015
Q2 | $35K | Hold |
885
| – | – | 0.01% | 481 |
|
|
2015
Q1 | $34K | Buy |
885
+232
| +36% | +$8.91K | 0.01% | 491 |
|
|
2014
Q4 | $25K | Hold |
653
| – | – | 0.01% | 498 |
|
|
2014
Q3 | $23K | Hold |
653
| – | – | 0.01% | 532 |
|
|
2014
Q2 | $22K | Hold |
653
| – | – | 0.01% | 529 |
|
|
2014
Q1 | $24K | Hold |
653
| – | – | 0.01% | 471 |
|
|
2013
Q4 | $23K | Hold |
653
| – | – | 0.01% | 425 |
|
|
2013
Q3 | $18K | Hold |
653
| – | – | 0.01% | 496 |
|
|
2013
Q2 | $19K | Buy |
+653
| New | +$19K | 0.01% | 473 |
|