Bragg Financial Advisors’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14M | Buy |
96,469
+3,912
| +4% | +$620K | 0.44% | 91 |
|
|
2025
Q4 | $14.9M | Buy |
92,557
+3,460
| +4% | +$559K | 0.48% | 81 |
|
|
2025
Q3 | $15.4M | Sell |
89,097
-352
| -0.4% | -$58.3K | 0.51% | 72 |
|
|
2025
Q2 | $13.7M | Buy |
89,449
+4,420
| +5% | +$633K | 0.49% | 78 |
|
|
2025
Q1 | $11.8M | Buy |
85,029
+1,581
| +2% | +$245K | 0.49% | 82 |
|
|
2024
Q4 | $13M | Sell |
83,448
-988
| -1% | -$149K | 0.52% | 73 |
|
|
2024
Q3 | $10.3M | Buy |
84,436
+3,661
| +5% | +$428K | 0.43% | 91 |
|
|
2024
Q2 | $9.98M | Buy |
80,775
+456
| +0.6% | +$56.3K | 0.45% | 90 |
|
|
2024
Q1 | $10.3M | Buy |
80,319
+1,278
| +2% | +$149K | 0.46% | 91 |
|
|
2023
Q4 | $8.81M | Buy |
79,041
+2,635
| +3% | +$271K | 0.42% | 93 |
|
|
2023
Q3 | $7.67M | Buy |
76,406
+528
| +0.7% | +$55.9K | 0.41% | 97 |
|
|
2023
Q2 | $7.87M | Buy |
75,878
+2,080
| +3% | +$193K | 0.43% | 90 |
|
|
2023
Q1 | $6.88M | Buy |
73,798
+2,758
| +4% | +$292K | 0.41% | 99 |
|
|
2022
Q4 | $7.59M | Buy |
71,040
+4,359
| +7% | +$489K | 0.46% | 86 |
|
|
2022
Q3 | $6.59M | Buy |
66,681
+3,020
| +5% | +$306K | 0.45% | 94 |
|
|
2022
Q2 | $5.69M | Buy |
63,661
+9,923
| +18% | +$972K | 0.38% | 102 |
|
|
2022
Q1 | $5.91M | Buy |
53,738
+9,860
| +22% | +$1.04M | 0.34% | 103 |
|
|
2021
Q4 | $4.05M | Hold |
43,878
| – | – | 0.26% | 118 |
|
|
2021
Q3 | $4.05M | Buy |
43,878
+5,532
| +14% | +$496K | 0.26% | 118 |
|
|
2021
Q2 | $3.32M | Buy |
38,346
+1,663
| +5% | +$145K | 0.21% | 127 |
|
|
2021
Q1 | $3M | Sell |
36,683
-667
| -2% | -$49.7K | 0.2% | 128 |
|
|
2020
Q4 | $2.38M | Sell |
37,350
-2,099
| -5% | -$120K | 0.21% | 125 |
|
|
2020
Q3 | $1.91M | Sell |
39,449
-2,947
| -7% | -$143K | 0.2% | 127 |
|
|
2020
Q2 | $1.95M | Sell |
42,396
-4,238
| -9% | -$191K | 0.22% | 120 |
|
|
2020
Q1 | $1.97M | Sell |
46,634
-1,276
| -3% | -$72K | 0.26% | 115 |
|
|
2019
Q4 | $2.86M | Sell |
47,910
-698
| -1% | -$40.3K | 0.32% | 107 |
|
|
2019
Q3 | $2.67M | Sell |
48,608
-502
| -1% | -$27.3K | 0.32% | 105 |
|
|
2019
Q2 | $2.77M | Sell |
49,110
-1,695
| -3% | -$96.6K | 0.34% | 101 |
|
|
2019
Q1 | $2.72M | Sell |
50,805
-98
| -0.2% | -$5.25K | 0.35% | 99 |
|
|
2018
Q4 | $2.52M | Sell |
50,903
-1,185
| -2% | -$63.1K | 0.38% | 92 |
|
|
2018
Q3 | $3.2M | Sell |
52,088
-556
| -1% | -$34.3K | 0.43% | 87 |
|
|
2018
Q2 | $3.14M | Hold |
52,644
| – | – | 0.45% | 88 |
|
|
2018
Q1 | $3.14M | Sell |
52,644
-713
| -1% | -$44.4K | 0.46% | 83 |
|
|
2017
Q4 | $3.18M | Sell |
53,357
-2,451
| -4% | -$141K | 0.46% | 79 |
|
|
2017
Q3 | $3.14M | Sell |
55,808
-2,310
| -4% | -$125K | 0.48% | 81 |
|
|
2017
Q2 | $3.11M | Sell |
58,118
-952
| -2% | -$47.9K | 0.49% | 82 |
|
|
2017
Q1 | $3M | Sell |
59,070
-882
| -1% | -$44.9K | 0.48% | 85 |
|
|
2016
Q4 | $2.77M | Sell |
59,952
-3,369
| -5% | -$149K | 0.46% | 88 |
|
|
2016
Q3 | $2.46M | Sell |
63,321
-2,970
| -4% | -$109K | 0.44% | 90 |
|
|
2016
Q2 | $2.18M | Sell |
66,291
-3,840
| -5% | -$131K | 0.39% | 105 |
|
|
2016
Q1 | $2.23M | Buy |
70,131
+10,935
| +18% | +$336K | 0.43% | 98 |
|
|
2015
Q4 | $2.29M | Buy |
59,196
+3,817
| +7% | +$142K | 0.49% | 80 |
|
|
2015
Q3 | $1.83M | Sell |
55,379
-1,636
| -3% | -$60.6K | 0.44% | 87 |
|
|
2015
Q2 | $2.27M | Sell |
57,015
-945
| -2% | -$36.7K | 0.52% | 73 |
|
|
2015
Q1 | $2.19M | Sell |
57,960
-548
| -0.9% | -$20.5K | 0.51% | 79 |
|
|
2014
Q4 | $2.23M | Sell |
58,508
-990
| -2% | -$36.3K | 0.54% | 76 |
|
|
2014
Q3 | $2.13M | Sell |
59,498
-2,745
| -4% | -$96.1K | 0.54% | 76 |
|
|
2014
Q2 | $2.1M | Sell |
62,243
-600
| -1% | -$20K | 0.5% | 79 |
|
|
2014
Q1 | $2.34M | Sell |
62,843
-2,760
| -4% | -$96.5K | 0.57% | 66 |
|
|
2013
Q4 | $2.28M | Sell |
65,603
-712
| -1% | -$22.1K | 0.55% | 70 |
|
|
2013
Q3 | $1.84M | Sell |
66,315
-1,463
| -2% | -$42.3K | 0.48% | 84 |
|
|
2013
Q2 | $1.94M | Buy |
+67,778
| New | +$1.96M | 0.53% | 71 |
|
Other funds holding RJF
VCM
VPM
