Simplicity Solutions’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
Q4 | $285K | Buy |
2,560
+216
| +9% | +$24.1K | 0.01% | 856 |
|
|
2023
Q3 | $235K | Sell |
2,344
-278
| -11% | -$27.9K | 0.01% | 844 |
|
|
2023
Q2 | $272K | Sell |
2,622
-43
| -2% | -$4.46K | 0.01% | 866 |
|
|
2023
Q1 | $249K | Buy |
2,665
+759
| +40% | +$70.8K | 0.01% | 924 |
|
|
2022
Q4 | $204K | Buy |
+1,906
| New | +$204K | 0.03% | 622 |
|
|
2017
Q3 | – | Sell |
-4,601
| Closed | -$246K | – | 340 |
|
|
2017
Q2 | $246K | Buy |
4,601
+93
| +2% | +$4.97K | 0.03% | 360 |
|
|
2017
Q1 | $229K | Sell |
4,508
-373
| -8% | -$18.9K | 0.04% | 353 |
|
|
2016
Q4 | $225K | Buy |
+4,881
| New | +$225K | 0.05% | 305 |
|