Squar Milner Financial Services’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,829
| Closed | -$77K | – | 610 |
|
|
2020
Q1 | $77K | Buy |
1,829
+359
| +24% | +$15.1K | 0.05% | 316 |
|
|
2019
Q4 | $87K | Buy |
+1,470
| New | +$87K | 0.04% | 359 |
|
|
2019
Q3 | – | Sell |
-77
| Closed | -$4K | – | 601 |
|
|
2019
Q2 | $4K | Sell |
77
-60
| -44% | -$3.12K | ﹤0.01% | 633 |
|
|
2019
Q1 | $7K | Buy |
137
+60
| +78% | +$3.07K | 0.01% | 598 |
|
|
2018
Q4 | $4K | Sell |
77
-3,192
| -98% | -$166K | ﹤0.01% | 609 |
|
|
2018
Q3 | $201K | Sell |
3,269
-135
| -4% | -$8.3K | 0.18% | 153 |
|
|
2018
Q2 | $203K | Buy |
+3,404
| New | +$203K | 0.18% | 154 |
|
|
2018
Q1 | – | Sell |
-3,173
| Closed | -$205K | – | 173 |
|
|
2017
Q4 | $205K | Buy |
+3,173
| New | +$205K | 0.25% | 152 |
|