Wealthspire Advisors (Maryland)’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
2020 Q3	$328K	Buy	+6,770	New	+$328K	0.01%	332
2020 Q1	–	Sell	-4,854	Closed	-$289K	–	496
2019 Q4	$289K	Sell	4,854 -128	-3%	-$7.39K	0.02%	385
2019 Q3	$274K	Buy	+4,982	New	+$271K	0.02%	368
2019 Q2	–	Sell	-2,772	Closed	-$149K	–	1670
2019 Q1	$149K	Sell	2,772 -249	-8%	-$13.3K	0.01%	514
2018 Q4	$150K	Buy	3,021 +405	+15%	+$21.6K	0.01%	478
2018 Q3	$161K	Sell	2,616 -87	-3%	-$5.36K	0.01%	517
2018 Q2	$161K	Sell	2,703 -113	-4%	-$7.01K	0.01%	526
2018 Q1	$168K	Sell	2,816 -369	-12%	-$23K	0.02%	529
2017 Q4	$190K	Sell	3,185 -507	-14%	-$29.2K	0.02%	507
2017 Q3	$208K	Sell	3,692 -78	-2%	-$4.21K	0.02%	459
2017 Q2	$202K	Sell	3,770 -6	-0.2%	-$302	0.02%	447
2017 Q1	$192K	Sell	3,776 -4	-0.1%	-$204	0.03%	406
2016 Q4	$175K	Sell	3,780 -492	-12%	-$21.7K	0.03%	412
2016 Q3	$166K	Buy	4,272 +274	+7%	+$10.1K	0.03%	433
2016 Q2	$131K	Buy	3,998 +221	+6%	+$7.56K	0.02%	473
2016 Q1	$120K	Sell	3,777 -77	-2%	-$2.36K	0.02%	485
2015 Q4	$149K	Buy	+3,854	New	+$144K	0.03%	441