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 |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $274K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $149K | Sell |
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|
2018
Q4 | $150K | Buy |
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|
2018
Q3 | $161K | Sell |
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|
2018
Q2 | $161K | Sell |
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|
2018
Q1 | $168K | Sell |
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|
2017
Q4 | $190K | Sell |
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|
2017
Q3 | $208K | Sell |
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|
2017
Q2 | $202K | Sell |
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|
2017
Q1 | $192K | Sell |
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|
2016
Q4 | $175K | Sell |
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|
2016
Q3 | $166K | Buy |
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|
2016
Q2 | $131K | Buy |
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|
2016
Q1 | $120K | Sell |
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|
2015
Q4 | $149K | Buy |
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