WBI Investments’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,837
| Closed | -$598K | – | 266 |
|
|
2024
Q2 | $598K | Buy |
+4,837
| New | +$598K | 0.14% | 113 |
|
|
2021
Q2 | – | Sell |
-95,994
| Closed | -$7.84M | – | 230 |
|
|
2021
Q1 | $7.84M | Buy |
+95,994
| New | +$7.84M | 1.23% | 14 |
|
|
2020
Q1 | – | Sell |
-10,856
| Closed | -$647K | – | 184 |
|
|
2019
Q4 | $647K | Buy |
+10,856
| New | +$647K | 0.07% | 145 |
|
|
2018
Q1 | – | Sell |
-58,002
| Closed | -$3.45M | – | 297 |
|
|
2017
Q4 | $3.45M | Sell |
58,002
-999
| -2% | -$59.5K | 0.16% | 103 |
|
|
2017
Q3 | $3.32M | Buy |
+59,001
| New | +$3.32M | 0.15% | 97 |
|
|
2016
Q4 | – | Sell |
-103,874
| Closed | -$4.03M | – | 373 |
|
|
2016
Q3 | $4.03M | Buy |
+103,874
| New | +$4.03M | 0.15% | 95 |
|
|
2014
Q4 | – | Sell |
-381,665
| Closed | -$13.6M | – | 221 |
|
|
2014
Q3 | $13.6M | Buy |
381,665
+17,864
| +5% | +$638K | 0.4% | 58 |
|
|
2014
Q2 | $12.3M | Buy |
+363,801
| New | +$12.3M | 0.53% | 56 |
|