Aft Forsyth & Sober’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
16,500
+550
| +3% | +$84.4K | 0.85% | 33 |
|
|
2025
Q1 | $2.22M | Buy |
15,950
+200
| +1% | +$27.8K | 0.77% | 41 |
|
|
2024
Q4 | $2.45M | Hold |
15,750
| – | – | 0.79% | 38 |
|
|
2024
Q3 | $1.93M | Hold |
15,750
| – | – | 0.63% | 44 |
|
|
2024
Q2 | $1.95M | Hold |
15,750
| – | – | 0.67% | 41 |
|
|
2024
Q1 | $2.02M | Sell |
15,750
-800
| -5% | -$103K | 0.71% | 46 |
|
|
2023
Q4 | $1.85M | Hold |
16,550
| – | – | 0.71% | 43 |
|
|
2023
Q3 | $1.66M | Hold |
16,550
| – | – | 0.7% | 39 |
|
|
2023
Q2 | $1.72M | Buy |
16,550
+800
| +5% | +$83K | 0.71% | 37 |
|
|
2023
Q1 | $1.47M | Sell |
15,750
-800
| -5% | -$74.6K | 0.74% | 39 |
|
|
2022
Q4 | $1.77M | Hold |
16,550
| – | – | 0.8% | 30 |
|
|
2022
Q3 | $1.64M | Hold |
16,550
| – | – | 0.8% | 31 |
|
|
2022
Q2 | $1.48M | Hold |
16,550
| – | – | 0.69% | 39 |
|
|
2022
Q1 | $1.82M | Buy |
16,550
+800
| +5% | +$87.9K | 0.72% | 33 |
|
|
2021
Q4 | $1.58M | Hold |
15,750
| – | – | 0.55% | 47 |
|
|
2021
Q3 | $1.45M | Buy |
15,750
+300
| +2% | +$27.7K | 0.55% | 50 |
|
|
2021
Q2 | $1.34M | Hold |
15,450
| – | – | 0.5% | 40 |
|
|
2021
Q1 | $1.26M | Buy |
15,450
+7,650
| +98% | +$625K | 0.52% | 39 |
|
|
2020
Q4 | $497K | Buy |
+7,800
| New | +$497K | 0.38% | 51 |
|