USA Financial Formulas’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 |
-13
| Closed | -$1.31K | – | 507 |
|
|
2023
Q3 | $1.31K | Hold |
13
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $1.35K | Hold |
13
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $1.21K | Buy |
+13
| New | +$1.21K | ﹤0.01% | 279 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 270 |
|
|
2022
Q2 | $1K | Sell |
13
-9,050
| -100% | -$696K | ﹤0.01% | 296 |
|
|
2022
Q1 | $996K | Sell |
9,063
-5,046
| -36% | -$555K | 1.07% | 34 |
|
|
2021
Q4 | $1.42M | Buy |
14,109
+2,016
| +17% | +$202K | 1.21% | 41 |
|
|
2021
Q3 | $1.12M | Buy |
12,093
+2,161
| +22% | +$199K | 1% | 27 |
|
|
2021
Q2 | $860K | Sell |
9,932
-4,398
| -31% | -$381K | 0.72% | 75 |
|
|
2021
Q1 | $1.17M | Buy |
+14,330
| New | +$1.17M | 0.95% | 37 |
|