U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,238
| Closed | -$1.83M | – | 689 |
|
|
2023
Q3 | $1.83M | Hold |
18,238
| – | – | 0.08% | 216 |
|
|
2023
Q2 | $1.89M | Sell |
18,238
-36
| -0.2% | -$3.74K | 0.09% | 219 |
|
|
2023
Q1 | $1.7M | Sell |
18,274
-120
| -0.7% | -$11.2K | 0.08% | 231 |
|
|
2022
Q4 | $1.97M | Sell |
18,394
-30
| -0.2% | -$3.21K | 0.09% | 210 |
|
|
2022
Q3 | $1.82M | Sell |
18,424
-23,986
| -57% | -$2.37M | 0.09% | 205 |
|
|
2022
Q2 | $3.79M | Buy |
42,410
+20
| +0% | +$1.79K | 0.17% | 124 |
|
|
2022
Q1 | $4.66M | Buy |
42,390
+2,763
| +7% | +$304K | 0.17% | 127 |
|
|
2021
Q4 | $3.98M | Sell |
39,627
-625
| -2% | -$62.8K | 0.16% | 144 |
|
|
2021
Q3 | $3.71M | Buy |
+40,252
| New | +$3.71M | 0.16% | 141 |
|