Allworth Financial’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 | $127K | Buy |
826
+81
| +11% | +$12.4K | ﹤0.01% | 1400 |
|
|
2025
Q1 | $102K | Buy |
745
+164
| +28% | +$22.5K | ﹤0.01% | 1216 |
|
|
2024
Q4 | $99K | Buy |
581
+38
| +7% | +$6.48K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $66.5K | Buy |
543
+35
| +7% | +$4.29K | ﹤0.01% | 1273 |
|
|
2024
Q2 | $55.2K | Sell |
508
-13
| -2% | -$1.41K | ﹤0.01% | 1336 |
|
|
2024
Q1 | $66.9K | Buy |
521
+47
| +10% | +$6.04K | ﹤0.01% | 1178 |
|
|
2023
Q4 | $52.9K | Buy |
474
+57
| +14% | +$6.36K | ﹤0.01% | 1177 |
|
|
2023
Q3 | $41.9K | Buy |
417
+34
| +9% | +$3.42K | ﹤0.01% | 1185 |
|
|
2023
Q2 | $39.7K | Sell |
383
-152
| -28% | -$15.8K | ﹤0.01% | 1203 |
|
|
2023
Q1 | $49.9K | Sell |
535
-35
| -6% | -$3.26K | ﹤0.01% | 1075 |
|
|
2022
Q4 | $60.9K | Sell |
570
-20
| -3% | -$2.14K | ﹤0.01% | 946 |
|
|
2022
Q3 | $58K | Buy |
590
+523
| +781% | +$51.4K | ﹤0.01% | 909 |
|
|
2022
Q2 | $6K | Buy |
67
+62
| +1,240% | +$5.55K | ﹤0.01% | 1722 |
|
|
2022
Q1 | $1K | Sell |
5
-160
| -97% | -$32K | ﹤0.01% | 2000 |
|
|
2021
Q4 | $17K | Buy |
165
+105
| +175% | +$10.8K | ﹤0.01% | 1189 |
|
|
2021
Q3 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 1487 |
|
|
2020
Q3 | – | Sell |
-1,707
| Closed | -$78K | – | 1252 |
|
|
2020
Q2 | $78K | Buy |
+1,707
| New | +$78K | ﹤0.01% | 355 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 1004 |
|
|
2018
Q1 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 861 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 806 |
|