TruWealth Advisors’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,123
Closed -$309K 144
2022
Q3
$309K Buy
3,123
+195
+7% +$19.3K 0.03% 100
2022
Q2
$262K Buy
2,928
+731
+33% +$65.4K 0.03% 115
2022
Q1
$241K Buy
+2,197
New +$241K 0.03% 110