TCI Wealth Advisors’s Raymond James Financial RJF Stock Holding History

TCI Wealth Advisors’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-174	Closed	-$16.2K	–	1794
2023 Q1	$16.2K	Buy	174 +1	+0.6%	+$106	﹤0.01%	814
2022 Q4	$18.5K	Buy	173 +1	+0.6%	+$112	﹤0.01%	734
2022 Q3	$17K	Buy	172 +7	+4%	+$709	﹤0.01%	735
2022 Q2	$15K	Buy	165 +54	+49%	+$5.29K	﹤0.01%	773
2022 Q1	$12K	Hold	111	–	–	﹤0.01%	995
2021 Q4	$11K	Hold	111	–	–	﹤0.01%	1113
2021 Q3	$10K	Buy	111 +37	+50%	+$3.31K	﹤0.01%	1119
2021 Q2	$6K	Hold	74	–	–	﹤0.01%	1353
2021 Q1	$6K	Buy	74 +48	+185%	+$3.58K	﹤0.01%	1171
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	1261
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	1414
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	1335
2020 Q1	$1K	Sell	26 -22	-46%	-$1.24K	﹤0.01%	1324
2019 Q4	$3K	Buy	48 +22	+85%	+$1.27K	﹤0.01%	1048
2019 Q3	$1K	Sell	26 -15	-37%	-$815	﹤0.01%	1370
2019 Q2	$2K	Buy	41 +11	+37%	+$627	﹤0.01%	1050
2019 Q1	$2K	Sell	30 -2	-6%	-$107	﹤0.01%	1068
2018 Q4	$2K	Sell	32 -18	-36%	-$959	﹤0.01%	1045
2018 Q3	$3K	Sell	50 -24	-32%	-$1.48K	﹤0.01%	946
2018 Q2	$4K	Buy	74 +48	+185%	+$2.98K	﹤0.01%	872
2018 Q1	$2K	Hold	26	–	–	﹤0.01%	1002
2017 Q4	$2K	Hold	26	–	–	﹤0.01%	1048
2017 Q3	$1K	Hold	26	–	–	﹤0.01%	1188
2017 Q2	$1K	Hold	26	–	–	﹤0.01%	1201
2017 Q1	$1K	Hold	26	–	–	﹤0.01%	1156
2016 Q4	$1K	Hold	26	–	–	﹤0.01%	1221
2016 Q3	$1K	Hold	26	–	–	﹤0.01%	1199
2016 Q2	$1K	Hold	26	–	–	﹤0.01%	1135
2016 Q1	$1K	Hold	26	–	–	﹤0.01%	1143
2015 Q4	$1K	Hold	26	–	–	﹤0.01%	961
2015 Q3	$1K	Hold	26	–	–	﹤0.01%	912
2015 Q2	$1K	Hold	26	–	–	﹤0.01%	902
2015 Q1	$1K	Hold	26	–	–	﹤0.01%	825
2014 Q4	$1K	Hold	26	–	–	﹤0.01%	825
2014 Q3	$1K	Hold	26	–	–	﹤0.01%	826
2014 Q2	$1K	Hold	26	–	–	﹤0.01%	841
2014 Q1	$1K	Hold	26	–	–	﹤0.01%	813
2013 Q4	$1K	Hold	26	–	–	﹤0.01%	798
2013 Q3	$1K	Buy	+26	New	+$751	﹤0.01%	720