Schubert & Co’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-47
| Closed | -$4.38K | – | 1190 |
|
|
2023
Q1 | $4.38K | Sell |
47
-31
| -40% | -$2.89K | ﹤0.01% | 505 |
|
|
2022
Q4 | $8.33K | Buy |
78
+20
| +34% | +$2.14K | 0.01% | 260 |
|
|
2022
Q3 | $6K | Buy |
58
+7
| +14% | +$724 | 0.01% | 360 |
|
|
2022
Q2 | $5K | Buy |
51
+14
| +38% | +$1.37K | ﹤0.01% | 379 |
|
|
2022
Q1 | $4K | Buy |
37
+7
| +23% | +$757 | ﹤0.01% | 224 |
|
|
2021
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 259 |
|