Wealthfront’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $1.07M | Sell |
17,478
-1,992
| -10% | -$122K | 0.01% | 247 |
|
2018
Q2 | $1.16M | Buy |
19,470
+6,969
| +56% | +$415K | 0.01% | 225 |
|
2018
Q1 | $745K | Buy |
12,501
+1,599
| +15% | +$95.3K | 0.01% | 313 |
|
2017
Q4 | $649K | Buy |
10,902
+559
| +5% | +$33.3K | 0.01% | 302 |
|
2017
Q3 | $581K | Buy |
10,343
+5,499
| +114% | +$309K | 0.01% | 296 |
|
2017
Q2 | $259K | Buy |
4,844
+663
| +16% | +$35.4K | ﹤0.01% | 401 |
|
2017
Q1 | $213K | Buy |
+4,181
| New | +$213K | ﹤0.01% | 413 |
|
2015
Q4 | – | Sell |
-509
| Closed | -$17K | – | 878 |
|
2015
Q3 | $17K | Buy |
509
+318
| +166% | +$10.6K | ﹤0.01% | 801 |
|
2015
Q2 | $8K | Buy |
191
+95
| +99% | +$3.98K | ﹤0.01% | 918 |
|
2015
Q1 | $4K | Sell |
96
-87
| -48% | -$3.63K | ﹤0.01% | 852 |
|
2014
Q4 | $7K | Buy |
+183
| New | +$7K | ﹤0.01% | 579 |
|