YorkBridge Wealth Partners’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $307K | Sell |
2,871
-675
| -19% | -$72.1K | 0.08% | 187 |
|
|
2022
Q3 | $350K | Sell |
3,546
-100
| -3% | -$9.87K | 0.09% | 162 |
|
|
2022
Q2 | $326K | Sell |
3,646
-286
| -7% | -$25.6K | 0.09% | 176 |
|
|
2022
Q1 | $432K | Sell |
3,932
-744
| -16% | -$81.7K | 0.09% | 162 |
|
|
2021
Q4 | $469K | Buy |
4,676
+68
| +1% | +$6.82K | 0.11% | 147 |
|
|
2021
Q3 | $425K | Buy |
4,608
+342
| +8% | +$31.5K | 0.11% | 147 |
|
|
2021
Q2 | $369K | Sell |
4,266
-80
| -2% | -$6.92K | 0.1% | 166 |
|
|
2021
Q1 | $355K | Buy |
4,346
+759
| +21% | +$62K | 0.1% | 164 |
|
|
2020
Q4 | $229K | Buy |
+3,587
| New | +$229K | 0.08% | 187 |
|
|
2019
Q3 | – | Sell |
-2,273
| Closed | -$128K | – | 545 |
|
|
2019
Q2 | $128K | Sell |
2,273
-6
| -0.3% | -$338 | 0.06% | 252 |
|
|
2019
Q1 | $122K | Buy |
2,279
+32
| +1% | +$1.71K | 0.06% | 247 |
|
|
2018
Q4 | $111K | Buy |
2,247
+7
| +0.3% | +$346 | 0.06% | 235 |
|
|
2018
Q3 | $138K | Sell |
2,240
-36
| -2% | -$2.22K | 0.06% | 229 |
|
|
2018
Q2 | $136K | Buy |
2,276
+84
| +4% | +$5.02K | 0.06% | 238 |
|
|
2018
Q1 | $127K | Buy |
2,192
+104
| +5% | +$6.03K | 0.06% | 253 |
|
|
2017
Q4 | $125K | Buy |
2,088
+9
| +0.4% | +$539 | 0.06% | 243 |
|
|
2017
Q3 | $117K | Sell |
2,079
-41
| -2% | -$2.31K | 0.06% | 241 |
|
|
2017
Q2 | $115K | Buy |
2,120
+99
| +5% | +$5.37K | 0.06% | 245 |
|
|
2017
Q1 | $102K | Buy |
2,021
+78
| +4% | +$3.94K | 0.05% | 260 |
|
|
2016
Q4 | $94K | Buy |
+1,943
| New | +$94K | 0.06% | 249 |
|