RAFFA WEALTH MANAGEMENT, LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 50 quarters from 2013-12-31 to 2026-06-30, RAFFA WEALTH MANAGEMENT, LLC opened 710 positions, added to 63, reduced 69 and sold out of 739.
- Q2 2025: Stock ANSYS INC COM; Country of operation United States; Class Stock; Shares before 9.
- Q1 2024: Stock ANSYS INC COM; Country of operation United States; Class Stock; Shares before 11.
- Q1 2023: Stock EMPIRE PETE CORP COM; Country of operation —; Class Stock; Shares before 339.
- Q1 2022: Stock RANGER OIL CORPORATION CLASS A COM; Country of operation —; Class Stock; Shares before 114.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1631073), 50 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-07-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-07-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-07-27); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-07-27); Q4 2024 (2024-09-30 to 2024-12-31, filed 2026-07-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2026-07-27); Q2 2024 (2024-03-31 to 2024-06-30, filed 2026-07-27); Q1 2024 (2023-12-31 to 2024-03-31, filed 2026-07-27); Q4 2023 (2023-09-30 to 2023-12-31, filed 2026-07-27); Q3 2023 (2023-06-30 to 2023-09-30, filed 2026-07-27); Q2 2023 (2023-03-31 to 2023-06-30, filed 2026-07-27); Q1 2023 (2022-12-31 to 2023-03-31, filed 2026-07-27); Q4 2022 (2022-09-30 to 2022-12-31, filed 2026-07-27); Q3 2022 (2022-06-30 to 2022-09-30, filed 2026-07-27); Q2 2022 (2022-03-31 to 2022-06-30, filed 2026-07-27); Q1 2022 (2021-12-31 to 2022-03-31, filed 2026-07-27); Q4 2021 (2021-09-30 to 2021-12-31, filed 2026-07-27); Q3 2021 (2021-06-30 to 2021-09-30, filed 2026-07-27); Q2 2021 (2021-03-31 to 2021-06-30, filed 2026-07-27); Q1 2021 (2020-12-31 to 2021-03-31, filed 2026-07-27); Q4 2020 (2020-09-30 to 2020-12-31, filed 2026-07-27); Q3 2020 (2020-06-30 to 2020-09-30, filed 2026-07-27); Q2 2020 (2020-03-31 to 2020-06-30, filed 2026-07-27); Q1 2020 (2019-12-31 to 2020-03-31, filed 2026-07-27); Q4 2019 (2019-09-30 to 2019-12-31, filed 2026-07-27); Q3 2019 (2019-06-30 to 2019-09-30, filed 2026-07-27); Q2 2019 (2019-03-31 to 2019-06-30, filed 2026-07-27); Q1 2019 (2018-12-31 to 2019-03-31, filed 2026-07-27); Q4 2018 (2018-09-30 to 2018-12-31, filed 2026-07-27); Q3 2018 (2018-06-30 to 2018-09-30, filed 2026-07-27); Q2 2018 (2018-03-31 to 2018-06-30, filed 2026-07-27); Q1 2018 (2017-12-31 to 2018-03-31, filed 2026-07-27); Q4 2017 (2017-09-30 to 2017-12-31, filed 2026-07-27); Q3 2017 (2017-06-30 to 2017-09-30, filed 2026-07-27); Q2 2017 (2017-03-31 to 2017-06-30, filed 2026-07-27); Q1 2017 (2016-12-31 to 2017-03-31, filed 2026-07-27); Q4 2016 (2016-09-30 to 2016-12-31, filed 2026-07-27); Q3 2016 (2016-06-30 to 2016-09-30, filed 2026-07-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2026-07-27); Q1 2016 (2015-12-31 to 2016-03-31, filed 2026-07-27); Q4 2015 (2015-09-30 to 2015-12-31, filed 2026-07-27); Q3 2015 (2015-06-30 to 2015-09-30, filed 2026-07-27); Q2 2015 (2015-03-31 to 2015-06-30, filed 2026-07-27); Q1 2015 (2014-12-31 to 2015-03-31, filed 2026-07-27); Q4 2014 (2014-09-30 to 2014-12-31, filed 2026-07-27); Q3 2014 (2014-06-30 to 2014-09-30, filed 2026-07-27); Q2 2014 (2014-03-31 to 2014-06-30, filed 2026-07-27); Q1 2014 (2013-12-31 to 2014-03-31, filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | ANSYS INC COM
CUSIP 03662Q105 | United States | Stock | 9 | 39 | +30 | $2,849 | $13,698 | +$10,849 | 2026-07-27 |
|---|
| Q1 2024 | ANSYS INC COM
CUSIP 03662Q105 | United States | Stock | 11 | 41 | +30 | $3,992 | $14,234 | +$10,242 | 2026-07-27 |
|---|
| Q1 2023 | EMPIRE PETE CORP COM
CUSIP 292034204 | | Stock | 339 | 516 | +177 | $4,170 | $6,404 | +$2,234 | 2026-07-27 |
|---|
| Q1 2022 | RANGER OIL CORPORATION CLASS A COM
CUSIP 70788V102 | | Stock | 114 | 133 | +19 | $3,069 | $4,592 | +$1,523 | 2026-07-27 |
|---|
| Q4 2021 | EARTHSTONE ENERGY INC CL A
CUSIP 27032D304 | United States | Stock | 276 | 765 | +489 | $2,539 | $8,369 | +$5,830 | 2026-07-27 |
|---|
| Q4 2021 | DISCOVER FINL SVCS COM
CUSIP 254709108 | United States | Stock | 56 | 99 | +43 | $6,880 | $11,440 | +$4,560 | 2026-07-27 |
|---|
| Q4 2021 | TRIUMPH GROUP INC NEW COM
CUSIP 896818101 | United States | Stock | 62 | 82 | +20 | $1,155 | $1,519 | +$364 | 2026-07-27 |
|---|
| Q3 2021 | EXPRO GROUP HOLDINGS NV COM
CUSIP N3144W105 | | Stock | 157 | 303 | +146 | $476 | $891 | +$415 | 2026-07-27 |
|---|
| Q3 2021 | TRIUMPH GROUP INC NEW COM
CUSIP 896818101 | United States | Stock | 45 | 62 | +17 | $934 | $1,155 | +$221 | 2026-07-27 |
|---|
| Q2 2021 | MAXIM INTEGRATED PRODS INC COM
CUSIP 57772K101 | | Stock | 45 | 49 | +4 | $4,112 | $5,163 | +$1,051 | 2026-07-27 |
|---|
| Q2 2021 | PARAMOUNT GLOBAL CLASS B COM
CUSIP 92556H206 | United States | Stock | 499 | 500 | +1 | $22,505 | $22,600 | +$95 | 2026-07-27 |
|---|
| Q1 2021 | PARAMOUNT GLOBAL CLASS B COM
CUSIP 92556H206 | United States | Stock | 488 | 499 | +11 | $18,183 | $22,505 | +$4,322 | 2026-07-27 |
|---|
| Q1 2021 | MAXIM INTEGRATED PRODS INC COM
CUSIP 57772K101 | | Stock | 35 | 45 | +10 | $3,103 | $4,112 | +$1,009 | 2026-07-27 |
|---|
| Q1 2021 | JUNIPER NETWORKS INC COM
CUSIP 48203R104 | United States | Stock | 33 | 65 | +32 | $743 | $1,646 | +$903 | 2026-07-27 |
|---|
| Q1 2021 | DISCOVER FINL SVCS COM
CUSIP 254709108 | United States | Stock | 49 | 56 | +7 | $4,436 | $5,319 | +$883 | 2026-07-27 |
|---|
| Q1 2021 | ANSYS INC COM
CUSIP 03662Q105 | United States | Stock | 50 | 52 | +2 | $18,190 | $17,366 | -$824 | 2026-07-27 |
|---|
| Q1 2021 | ALEXION PHARMACEUTICALS INC COM
CUSIP 015351109 | | Stock | 32 | 37 | +5 | $5,000 | $5,658 | +$658 | 2026-07-27 |
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| Q1 2021 | SLACK TECHNOLOGIES INC COM CL A
CUSIP 83088V102 | | Stock | 410 | 423 | +13 | $12,710 | $13,164 | +$454 | 2026-07-27 |
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| Q1 2021 | AMEDISYS INC COM
CUSIP 023436108 | United States | Stock | 3 | 5 | +2 | $880 | $1,324 | +$444 | 2026-07-27 |
|---|
| Q4 2020 | ALEXION PHARMACEUTICALS INC COM
CUSIP 015351109 | | Stock | 19 | 32 | +13 | $2,174 | $5,000 | +$2,826 | 2026-07-27 |
|---|
| Q4 2020 | MAXIM INTEGRATED PRODS INC COM
CUSIP 57772K101 | | Stock | 24 | 35 | +11 | $1,623 | $3,103 | +$1,480 | 2026-07-27 |
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| Q4 2020 | GOLD RESOURCE CORP COM
CUSIP 38068T105 | United States | Stock | 474 | 704 | +230 | $1,616 | $2,049 | +$433 | 2026-07-27 |
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| Q4 2020 | PURPLE INNOVATION INC COM
CUSIP 74640Y106 | United States | Stock | 2 | 8 | +6 | $50 | $264 | +$214 | 2026-07-27 |
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| Q2 2020 | SLACK TECHNOLOGIES INC COM CL A
CUSIP 83088V102 | | Stock | 558 | 604 | +46 | $14,977 | $18,778 | +$3,801 | 2026-07-27 |
|---|
| Q2 2020 | EARTHSTONE ENERGY INC CL A
CUSIP 27032D304 | United States | Stock | 487 | 1,466 | +979 | $857 | $4,163 | +$3,306 | 2026-07-27 |
|---|
| Q2 2020 | DISCOVER FINL SVCS COM
CUSIP 254709108 | United States | Stock | 41 | 49 | +8 | $1,462 | $2,454 | +$992 | 2026-07-27 |
|---|
| Q2 2020 | AMEDISYS INC COM
CUSIP 023436108 | United States | Stock | 1 | 3 | +2 | $184 | $596 | +$412 | 2026-07-27 |
|---|
| Q1 2020 | ANSYS INC COM
CUSIP 03662Q105 | United States | Stock | 9 | 53 | +44 | $2,317 | $12,321 | +$10,004 | 2026-07-27 |
|---|
| Q1 2020 | PHX MINERALS INC CL A
CUSIP 69291A100 | United States | Stock | 461 | 659 | +198 | $5,168 | $2,432 | -$2,736 | 2026-07-27 |
|---|
| Q4 2019 | PARAMOUNT GLOBAL CLASS B COM
CUSIP 92556H206 | United States | Stock | 1,019 | 1,038 | +19 | $41,137 | $43,565 | +$2,428 | 2026-07-27 |
|---|
| Q4 2019 | PHX MINERALS INC CL A
CUSIP 69291A100 | United States | Stock | 427 | 461 | +34 | $5,969 | $5,168 | -$801 | 2026-07-27 |
|---|
| Q1 2019 | STARZ ENTERTAINMENT CORP. CL B NON VTG
CUSIP 535919500 | | Stock | 3,893 | 9,086 | +5,193 | $57,928 | $137,199 | +$79,271 | 2026-07-27 |
|---|
| Q1 2019 | STARZ ENTERTAINMENT CORP. CL A VTG
CUSIP 535919401 | | Stock | 3,893 | 4,286 | +393 | $62,677 | $67,033 | +$4,356 | 2026-07-27 |
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| Q1 2019 | EARTHSTONE ENERGY INC CL A
CUSIP 27032D304 | United States | Stock | 369 | 581 | +212 | $1,668 | $4,113 | +$2,445 | 2026-07-27 |
|---|
| Q1 2019 | PHX MINERALS INC CL A
CUSIP 69291A100 | United States | Stock | 231 | 312 | +81 | $3,581 | $4,898 | +$1,317 | 2026-07-27 |
|---|
| Q4 2018 | PHX MINERALS INC CL A
CUSIP 69291A100 | United States | Stock | 102 | 231 | +129 | $1,882 | $3,581 | +$1,699 | 2026-07-27 |
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| Q4 2018 | EARTHSTONE ENERGY INC CL A
CUSIP 27032D304 | United States | Stock | 274 | 369 | +95 | $2,570 | $1,668 | -$902 | 2026-07-27 |
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| Q4 2018 | GOODRICH PETE CORP COM PAR
CUSIP 382410843 | | Stock | 133 | 183 | +50 | $1,867 | $2,471 | +$604 | 2026-07-27 |
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| Q3 2018 | STARZ ENTERTAINMENT CORP. CL A VTG
CUSIP 535919401 | | Stock | 4,536 | 6,679 | +2,143 | $112,584 | $162,901 | +$50,317 | 2026-07-27 |
|---|
| Q3 2018 | STARZ ENTERTAINMENT CORP. CL B NON VTG
CUSIP 535919500 | | Stock | 4,536 | 6,679 | +2,143 | $106,415 | $155,621 | +$49,206 | 2026-07-27 |
|---|
| Q2 2018 | EARTHSTONE ENERGY INC CL A
CUSIP 27032D304 | United States | Stock | 109 | 274 | +165 | $1,103 | $2,425 | +$1,322 | 2026-07-27 |
|---|
| Q1 2018 | MAXIM INTEGRATED PRODS INC COM
CUSIP 57772K101 | | Stock | 200 | 224 | +24 | $10,456 | $13,489 | +$3,033 | 2026-07-27 |
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| Q2 2017 | CORNERSTONE ONDEMAND INC COM
CUSIP 21925Y103 | | Stock | 26 | 46 | +20 | $1,011 | $1,645 | +$634 | 2026-07-27 |
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| Q2 2017 | INFINERA CORP COM
CUSIP 45667G103 | United States | Stock | 56 | 82 | +26 | $573 | $875 | +$302 | 2026-07-27 |
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| Q1 2017 | BERRY GLOBAL GROUP INC COM
CUSIP 08579W103 | United States | Stock | 24 | 33 | +9 | $1,170 | $1,603 | +$433 | 2026-07-27 |
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| Q4 2016 | NORDSTROM INC COM
CUSIP 655664100 | United States | Stock | 100 | 127 | +27 | $5,188 | $6,087 | +$899 | 2026-07-27 |
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| Q4 2016 | ATARA BIOTHERAPEUTICS INC COM NEW
CUSIP 046513107 | United States | Stock | 24 | 48 | +24 | $513 | $682 | +$169 | 2026-07-27 |
|---|
| Q4 2016 | CORNERSTONE ONDEMAND INC COM
CUSIP 21925Y103 | | Stock | 25 | 26 | +1 | $1,149 | $1,100 | -$49 | 2026-07-27 |
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| Q4 2016 | INFINERA CORP COM
CUSIP 45667G103 | United States | Stock | 50 | 56 | +6 | $452 | $475 | +$23 | 2026-07-27 |
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| Q2 2016 | INFINERA CORP COM
CUSIP 45667G103 | United States | Stock | 82 | 132 | +50 | $1,317 | $1,489 | +$172 | 2026-07-27 |
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| Q4 2015 | SPX FLOW INC COM
CUSIP 78469X107 | | Stock | 658 | 715 | +57 | $22,655 | $19,956 | -$2,699 | 2026-07-27 |
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| Q4 2015 | SAGE THERAPEUTICS INC COM
CUSIP 78667J108 | United States | Stock | 9 | 18 | +9 | $381 | $1,049 | +$668 | 2026-07-27 |
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| Q4 2015 | ATARA BIOTHERAPEUTICS INC COM NEW
CUSIP 046513107 | United States | Stock | 14 | 24 | +10 | $440 | $634 | +$194 | 2026-07-27 |
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| Q3 2015 | INFINERA CORP COM
CUSIP 45667G103 | United States | Stock | 81 | 82 | +1 | $1,699 | $1,604 | -$95 | 2026-07-27 |
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| Q2 2015 | SYNTHORX INC COM
CUSIP 87167A103 | | Stock | 28 | 40 | +12 | $1,173 | $1,783 | +$610 | 2026-07-27 |
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| Q2 2015 | SOUTH JERSEY INDS INC COM
CUSIP 838518108 | | Stock | 22 | 44 | +22 | $1,194 | $1,088 | -$106 | 2026-07-27 |
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| Q1 2015 | CHIMERIX INC COM
CUSIP 16934W106 | United States | Stock | 8 | 22 | +14 | $322 | $829 | +$507 | 2026-07-27 |
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| Q4 2014 | MAXIM INTEGRATED PRODS INC COM
CUSIP 57772K101 | | Stock | 100 | 200 | +100 | $3,024 | $6,374 | +$3,350 | 2026-07-27 |
|---|
| Q3 2014 | DISCOVER FINL SVCS COM
CUSIP 254709108 | United States | Stock | 150 | 161 | +11 | $9,297 | $10,367 | +$1,070 | 2026-07-27 |
|---|
| Q3 2014 | JUNIPER NETWORKS INC COM
CUSIP 48203R104 | United States | Stock | 25 | 46 | +21 | $614 | $1,019 | +$405 | 2026-07-27 |
|---|
| Q1 2014 | DISCOVER FINL SVCS COM
CUSIP 254709108 | United States | Stock | 11 | 150 | +139 | $720 | $8,729 | +$8,009 | 2026-07-27 |
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| Q1 2014 | SYNTHORX INC COM
CUSIP 87167A103 | | Stock | 28 | 53 | +25 | $909 | $1,898 | +$989 | 2026-07-27 |
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| Q1 2014 | PROOFPOINT INC COM
CUSIP 743424103 | | Stock | 34 | 47 | +13 | $1,640 | $1,743 | +$103 | 2026-07-27 |
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