SWA
Sutton Wealth Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $228K | Hold |
2,270
| – | – | 0.11% | 97 |
|
|
2023
Q2 | $236K | Hold |
2,270
| – | – | 0.11% | 94 |
|
|
2023
Q1 | $212K | Sell |
2,270
-3
| -0.1% | -$280 | 0.11% | 96 |
|
|
2022
Q4 | $243K | Sell |
2,273
-500
| -18% | -$53.4K | 0.09% | 150 |
|
|
2022
Q3 | $274K | Buy |
2,773
+3
| +0.1% | +$296 | 0.11% | 135 |
|
|
2022
Q2 | $248K | Sell |
2,770
-2
| -0.1% | -$179 | 0.1% | 142 |
|
|
2022
Q1 | $305K | Buy |
2,772
+6
| +0.2% | +$659 | 0.1% | 134 |
|
|
2021
Q4 | $278K | Hold |
2,766
| – | – | 0.09% | 146 |
|
|
2021
Q3 | $255K | Buy |
2,766
+923
| +50% | +$85.2K | 0.09% | 148 |
|
|
2021
Q2 | $239K | Hold |
1,843
| – | – | 0.09% | 160 |
|
|
2021
Q1 | $226K | Hold |
1,843
| – | – | 0.09% | 160 |
|
|
2020
Q4 | $176K | Sell |
1,843
-8
| -0.4% | -$765 | 0.07% | 172 |
|
|
2020
Q3 | $135K | Hold |
1,851
| – | – | 0.07% | 181 |
|
|
2020
Q2 | $127K | Sell |
1,851
-60
| -3% | -$4.13K | 0.07% | 188 |
|
|
2020
Q1 | $121K | Buy |
1,911
+16
| +0.8% | +$1.01K | 0.08% | 175 |
|
|
2019
Q4 | $170K | Sell |
1,895
-600
| -24% | -$53.7K | 0.09% | 169 |
|
|
2019
Q3 | $206K | Hold |
2,495
| – | – | 0.11% | 142 |
|
|
2019
Q2 | $211K | Hold |
2,495
| – | – | 0.12% | 134 |
|
|
2019
Q1 | $201K | Hold |
2,495
| – | – | 0.12% | 140 |
|
|
2018
Q4 | $186K | Buy |
2,495
+578
| +30% | +$43K | 0.12% | 136 |
|
|
2018
Q3 | $176K | Hold |
1,917
| – | – | 0.12% | 138 |
|
|
2018
Q2 | $171K | Hold |
1,917
| – | – | 0.12% | 139 |
|
|
2018
Q1 | $171K | Buy |
1,917
+1,200
| +167% | +$107K | 0.12% | 137 |
|
|
2017
Q4 | $64K | Sell |
717
-57
| -7% | -$5.09K | 0.05% | 233 |
|
|
2017
Q3 | $65.3K | Hold |
774
| – | – | 0.05% | 230 |
|
|
2017
Q2 | $62.1K | Hold |
774
| – | – | 0.05% | 233 |
|
|
2017
Q1 | $59K | Hold |
774
| – | – | 0.05% | 237 |
|
|
2016
Q4 | $53.6K | Hold |
774
| – | – | 0.05% | 255 |
|
|
2016
Q3 | $45.1K | Hold |
774
| – | – | 0.04% | 278 |
|
|
2016
Q2 | $38.2K | Hold |
774
| – | – | 0.04% | 288 |
|
|
2016
Q1 | $36.9K | Buy |
+774
| New | +$36.9K | 0.04% | 296 |
|