Wright Investors Service’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
Q2 | – | Sell |
-6,143
| Closed | -$366K | – | 177 |
|
2018
Q1 | $366K | Sell |
6,143
-229
| -4% | -$13.6K | 0.13% | 148 |
|
2017
Q4 | $379K | Buy |
6,372
+1,021
| +19% | +$60.7K | 0.13% | 158 |
|
2017
Q3 | $301K | Sell |
5,351
-154
| -3% | -$8.66K | 0.11% | 179 |
|
2017
Q2 | $294K | Sell |
5,505
-2,430
| -31% | -$130K | 0.11% | 190 |
|
2017
Q1 | $403K | Sell |
7,935
-5,588
| -41% | -$284K | 0.16% | 171 |
|
2016
Q4 | $624K | Buy |
13,523
+2,805
| +26% | +$129K | 0.27% | 121 |
|
2016
Q3 | $416K | Sell |
10,718
-8,032
| -43% | -$312K | 0.17% | 160 |
|
2016
Q2 | $616K | Buy |
18,750
+5,977
| +47% | +$196K | 0.25% | 127 |
|
2016
Q1 | $405K | Sell |
12,773
-1,542
| -11% | -$48.9K | 0.16% | 169 |
|
2015
Q4 | $553K | Buy |
14,315
+795
| +6% | +$30.7K | 0.2% | 164 |
|
2015
Q3 | $447K | Buy |
13,520
+5
| +0% | +$165 | 0.2% | 144 |
|
2015
Q2 | $537K | Buy |
13,515
+1,972
| +17% | +$78.4K | 0.26% | 117 |
|
2015
Q1 | $437K | Sell |
11,543
-277
| -2% | -$10.5K | 0.21% | 145 |
|
2014
Q4 | $451K | Sell |
11,820
-510
| -4% | -$19.5K | 0.22% | 145 |
|
2014
Q3 | $440K | Sell |
12,330
-819
| -6% | -$29.2K | 0.22% | 129 |
|
2014
Q2 | $445K | Sell |
13,149
-7,268
| -36% | -$246K | 0.2% | 149 |
|
2014
Q1 | $761K | Buy |
20,417
+7,064
| +53% | +$263K | 0.34% | 99 |
|
2013
Q4 | $465K | Buy |
13,353
+3,481
| +35% | +$121K | 0.21% | 145 |
|
2013
Q3 | $274K | Sell |
9,872
-3,795
| -28% | -$105K | 0.12% | 192 |
|
2013
Q2 | $392K | Buy |
+13,667
| New | +$392K | 0.19% | 156 |
|