Wealthspire Advisors (Maryland)’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $328K | Buy |
+6,770
| New | +$328K | 0.01% | 331 |
|
|
2020
Q1 | – | Sell |
-4,854
| Closed | -$289K | – | 495 |
|
|
2019
Q4 | $289K | Sell |
4,854
-128
| -3% | -$7.62K | 0.02% | 384 |
|
|
2019
Q3 | $274K | Buy |
+4,982
| New | +$274K | 0.02% | 367 |
|
|
2019
Q2 | – | Sell |
-2,772
| Closed | -$149K | – | 1707 |
|
|
2019
Q1 | $149K | Sell |
2,772
-249
| -8% | -$13.4K | 0.01% | 514 |
|
|
2018
Q4 | $150K | Buy |
3,021
+405
| +15% | +$20.1K | 0.01% | 478 |
|
|
2018
Q3 | $161K | Sell |
2,616
-87
| -3% | -$5.35K | 0.01% | 515 |
|
|
2018
Q2 | $161K | Sell |
2,703
-113
| -4% | -$6.73K | 0.01% | 525 |
|
|
2018
Q1 | $168K | Sell |
2,816
-369
| -12% | -$22K | 0.02% | 529 |
|
|
2017
Q4 | $190K | Sell |
3,185
-507
| -14% | -$30.2K | 0.02% | 507 |
|
|
2017
Q3 | $208K | Sell |
3,692
-78
| -2% | -$4.39K | 0.02% | 459 |
|
|
2017
Q2 | $202K | Sell |
3,770
-6
| -0.2% | -$321 | 0.02% | 447 |
|
|
2017
Q1 | $192K | Sell |
3,776
-4
| -0.1% | -$203 | 0.03% | 406 |
|
|
2016
Q4 | $175K | Sell |
3,780
-492
| -12% | -$22.8K | 0.03% | 412 |
|
|
2016
Q3 | $166K | Buy |
4,272
+274
| +7% | +$10.6K | 0.03% | 433 |
|
|
2016
Q2 | $131K | Buy |
3,998
+221
| +6% | +$7.24K | 0.02% | 473 |
|
|
2016
Q1 | $120K | Sell |
3,777
-77
| -2% | -$2.45K | 0.02% | 485 |
|
|
2015
Q4 | $149K | Buy |
+3,854
| New | +$149K | 0.03% | 441 |
|