YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $128K | Sell |
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|
2019
Q1 | $122K | Buy |
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|
2018
Q4 | $111K | Buy |
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|
2018
Q3 | $138K | Sell |
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|
2018
Q2 | $136K | Buy |
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|
2018
Q1 | $127K | Buy |
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|
2017
Q4 | $125K | Buy |
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|
2017
Q3 | $117K | Sell |
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|
2017
Q2 | $115K | Buy |
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|
2017
Q1 | $102K | Buy |
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|
2016
Q4 | $94K | Buy |
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