Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-235
| Closed | -$24.4K | – | 389 |
|
|
2023
Q2 | $24.4K | Hold |
235
| – | – | 0.02% | 282 |
|
|
2023
Q1 | $21.9K | Sell |
235
-103
| -30% | -$9.61K | 0.02% | 286 |
|
|
2022
Q4 | $36.1K | Sell |
338
-60
| -15% | -$6.41K | 0.03% | 230 |
|
|
2022
Q3 | $42K | Hold |
398
| – | – | 0.04% | 215 |
|
|
2022
Q2 | $36K | Hold |
398
| – | – | 0.03% | 239 |
|
|
2022
Q1 | $44K | Hold |
398
| – | – | 0.04% | 234 |
|
|
2021
Q4 | $40K | Buy |
+398
| New | +$40K | 0.03% | 246 |
|