Seven Bridges 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-18,834
| Closed | -$1.12M | – | 77 |
|
|
2017
Q4 | $1.12M | Hold |
18,834
| – | – | 0.91% | 32 |
|
|
2017
Q3 | $1.06M | Buy |
18,834
+733
| +4% | +$41.2K | 0.89% | 34 |
|
|
2017
Q2 | $968K | Buy |
18,101
+3,291
| +22% | +$176K | 0.86% | 35 |
|
|
2017
Q1 | $753K | Buy |
14,810
+2,601
| +21% | +$132K | 0.72% | 41 |
|
|
2016
Q4 | $564K | Sell |
12,209
-2,421
| -17% | -$112K | 0.58% | 51 |
|
|
2016
Q3 | $568K | Sell |
14,630
-348
| -2% | -$13.5K | 0.5% | 58 |
|
|
2016
Q2 | $492K | Buy |
14,978
+7,244
| +94% | +$238K | 0.42% | 66 |
|
|
2016
Q1 | $245K | Buy |
+7,734
| New | +$245K | 0.19% | 101 |
|