Allred Capital Management’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 | $301K | Buy |
1,962
+28
| +1% | +$4.3K | 0.11% | 130 |
|
|
2025
Q1 | $269K | Buy |
1,934
+60
| +3% | +$8.33K | 0.11% | 140 |
|
|
2024
Q4 | $291K | Buy |
1,874
+4
| +0.2% | +$621 | 0.11% | 142 |
|
|
2024
Q3 | $229K | Buy |
1,870
+35
| +2% | +$4.29K | 0.09% | 155 |
|
|
2024
Q2 | $227K | Buy |
1,835
+35
| +2% | +$4.33K | 0.09% | 159 |
|
|
2024
Q1 | $231K | Buy |
+1,800
| New | +$231K | 0.09% | 160 |
|
|
2021
Q2 | – | Sell |
-1,512
| Closed | -$124K | – | 646 |
|
|
2021
Q1 | $124K | Buy |
+1,512
| New | +$124K | 0.06% | 231 |
|
|
2020
Q3 | – | Sell |
-7,970
| Closed | -$365K | – | 170 |
|
|
2020
Q2 | $365K | Buy |
7,970
+33
| +0.4% | +$1.51K | 0.23% | 98 |
|
|
2020
Q1 | $334K | Buy |
7,937
+7,560
| +2,005% | +$318K | 0.26% | 93 |
|
|
2019
Q4 | $22.5K | Sell |
377
-7,509
| -95% | -$448K | 0.01% | 461 |
|
|
2019
Q3 | $417K | Sell |
7,886
-372
| -5% | -$19.7K | 0.25% | 101 |
|
|
2019
Q2 | $465K | Sell |
8,258
-627
| -7% | -$35.3K | 0.27% | 101 |
|
|
2019
Q1 | $492K | Sell |
8,885
-3,499
| -28% | -$194K | 0.28% | 97 |
|
|
2018
Q4 | $614K | Buy |
+12,384
| New | +$614K | 0.41% | 77 |
|