Sweet Financial Partners’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.83M | Sell |
14,944
-839
| -5% | -$103K | 0.4% | 56 |
|
|
2024
Q2 | $1.95M | Sell |
15,783
-1,749
| -10% | -$216K | 0.45% | 51 |
|
|
2024
Q1 | $2.25M | Sell |
17,532
-3,250
| -16% | -$417K | 0.52% | 41 |
|
|
2023
Q4 | $2.32M | Buy |
20,782
+1
| +0% | +$111 | 0.55% | 40 |
|
|
2023
Q3 | $2.09M | Hold |
20,781
| – | – | 0.55% | 36 |
|
|
2023
Q2 | $2.16M | Sell |
20,781
-999
| -5% | -$104K | 0.56% | 33 |
|
|
2023
Q1 | $2.03M | Hold |
21,780
| – | – | 0.56% | 30 |
|
|
2022
Q4 | $2.33M | Sell |
21,780
-500
| -2% | -$53.4K | 0.68% | 22 |
|
|
2022
Q3 | $2.2M | Buy |
22,280
+400
| +2% | +$39.5K | 0.7% | 20 |
|
|
2022
Q2 | $1.96M | Hold |
21,880
| – | – | 0.61% | 25 |
|
|
2022
Q1 | $2.41M | Buy |
21,880
+1,930
| +10% | +$212K | 0.64% | 25 |
|
|
2021
Q4 | $2M | Buy |
+19,950
| New | +$2M | 0.83% | 19 |
|