BPFA
Barnes Pettey Financial Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
11,737
+43
| +0.4% | +$6.6K | 1.2% | 19 |
|
|
2025
Q1 | $1.62M | Sell |
11,694
-12,770
| -52% | -$1.77M | 1.26% | 19 |
|
|
2024
Q4 | $3.8M | Sell |
24,464
-3,726
| -13% | -$579K | 2.9% | 7 |
|
|
2024
Q3 | $3.45M | Buy |
28,190
+28
| +0.1% | +$3.43K | 2.75% | 9 |
|
|
2024
Q2 | $3.48M | Sell |
28,162
-3
| -0% | -$371 | 2.99% | 5 |
|
|
2024
Q1 | $3.62M | Buy |
28,165
+37
| +0.1% | +$4.75K | 3.12% | 5 |
|
|
2023
Q4 | $3.14M | Buy |
28,128
+1,220
| +5% | +$136K | 2.55% | 9 |
|
|
2023
Q3 | $2.7M | Buy |
26,908
+41
| +0.2% | +$4.12K | 2.48% | 11 |
|
|
2023
Q2 | $2.79M | Buy |
26,867
+44
| +0.2% | +$4.57K | 2.41% | 11 |
|
|
2023
Q1 | $2.5M | Sell |
26,823
-396
| -1% | -$36.9K | 2.39% | 9 |
|
|
2022
Q4 | $2.91M | Sell |
27,219
-250
| -0.9% | -$26.7K | 3% | 4 |
|
|
2022
Q3 | $2.72M | Sell |
27,469
-376
| -1% | -$37.2K | 3.71% | 4 |
|
|
2022
Q2 | $2.49M | Buy |
27,845
+3
| +0% | +$268 | 3.22% | 5 |
|
|
2022
Q1 | $3.06M | Sell |
27,842
-996
| -3% | -$109K | 3.7% | 4 |
|
|
2021
Q4 | $2.9M | Buy |
+28,838
| New | +$2.9M | 3.33% | 6 |
|