YHB Investment Advisors’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,956
| Closed | -$209K | – | 287 |
|
|
2022
Q4 | $209K | Sell |
1,956
-250
| -11% | -$26.7K | 0.02% | 276 |
|
|
2022
Q3 | $218K | Buy |
+2,206
| New | +$218K | 0.02% | 263 |
|
|
2022
Q2 | – | Sell |
-2,206
| Closed | -$242K | – | 294 |
|
|
2022
Q1 | $242K | Sell |
2,206
-191
| -8% | -$21K | 0.02% | 265 |
|
|
2021
Q4 | $241K | Sell |
2,397
-30
| -1% | -$3.02K | 0.02% | 296 |
|
|
2021
Q3 | $224K | Sell |
2,427
-2
| -0.1% | -$185 | 0.02% | 290 |
|
|
2021
Q2 | $210K | Hold |
2,429
| – | – | 0.02% | 290 |
|
|
2021
Q1 | $210K | Buy |
+2,429
| New | +$210K | 0.02% | 287 |
|
|
2018
Q2 | – | Sell |
-3,359
| Closed | -$200K | – | 188 |
|
|
2018
Q1 | $200K | Buy |
+3,359
| New | +$200K | 0.03% | 183 |
|