Veritable’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,872
| Closed | -$1.13M | – | 629 |
|
|
2023
Q2 | $1.13M | Sell |
10,872
-48
| -0.4% | -$4.46K | 0.02% | 345 |
|
|
2023
Q1 | $1.02M | Buy |
10,920
+43
| +0.4% | +$4.55K | 0.02% | 363 |
|
|
2022
Q4 | $1.16M | Buy |
10,877
+144
| +1% | +$16.2K | 0.02% | 323 |
|
|
2022
Q3 | $1.06M | Sell |
10,733
-145
| -1% | -$14.7K | 0.02% | 331 |
|
|
2022
Q2 | $973K | Buy |
10,878
+4,884
| +81% | +$479K | 0.02% | 386 |
|
|
2022
Q1 | $659K | Buy |
5,994
+675
| +13% | +$71.5K | 0.01% | 491 |
|
|
2021
Q4 | $534K | Buy |
5,319
+103
| +2% | +$10.2K | 0.01% | 548 |
|
|
2021
Q3 | $481K | Sell |
5,216
-31
| -0.6% | -$2.78K | 0.01% | 560 |
|
|
2021
Q2 | $454K | Buy |
5,247
+27
| +0.5% | +$2.35K | 0.01% | 567 |
|
|
2021
Q1 | $427K | Sell |
5,220
-3
| -0.1% | -$224 | 0.01% | 546 |
|
|
2020
Q4 | $333K | Hold |
5,223
| – | – | 0.01% | 598 |
|
|
2020
Q3 | $253K | Sell |
5,223
-32
| -0.6% | -$1.55K | 0.01% | 628 |
|
|
2020
Q2 | $241K | Sell |
5,255
-762
| -13% | -$34.3K | 0.01% | 657 |
|
|
2020
Q1 | $253K | Buy |
6,017
+71
| +1% | +$4K | 0.01% | 606 |
|
|
2019
Q4 | $355K | Buy |
5,946
+253
| +4% | +$14.6K | 0.01% | 612 |
|
|
2019
Q3 | $313K | Sell |
5,693
-72
| -1% | -$3.91K | 0.01% | 631 |
|
|
2019
Q2 | $325K | Buy |
5,765
+54
| +0.9% | +$3.08K | 0.01% | 628 |
|
|
2019
Q1 | $306K | Buy |
5,711
+75
| +1% | +$4.02K | 0.01% | 640 |
|
|
2018
Q4 | $280K | Buy |
5,636
+576
| +11% | +$30.7K | 0.01% | 617 |
|
|
2018
Q3 | $310K | Hold |
5,060
| – | – | 0.01% | 636 |
|
|
2018
Q2 | $301K | Sell |
5,060
-2,050
| -29% | -$127K | 0.01% | 633 |
|
|
2018
Q1 | $424K | Buy |
+7,110
| New | +$442K | 0.01% | 537 |
|
Other funds holding RJF
