Burney Company’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 | $9.1M | Sell |
59,350
-2,864
| -5% | -$439K | 0.31% | 81 |
|
|
2025
Q1 | $8.64M | Sell |
62,214
-985
| -2% | -$137K | 0.31% | 80 |
|
|
2024
Q4 | $9.82M | Sell |
63,199
-1,530
| -2% | -$238K | 0.35% | 72 |
|
|
2024
Q3 | $7.93M | Sell |
64,729
-2,568
| -4% | -$314K | 0.28% | 86 |
|
|
2024
Q2 | $8.32M | Sell |
67,297
-2,832
| -4% | -$350K | 0.32% | 78 |
|
|
2024
Q1 | $9.01M | Sell |
70,129
-139
| -0.2% | -$17.9K | 0.34% | 73 |
|
|
2023
Q4 | $7.83M | Sell |
70,268
-801
| -1% | -$89.3K | 0.33% | 78 |
|
|
2023
Q3 | $7.14M | Sell |
71,069
-1,315
| -2% | -$132K | 0.33% | 79 |
|
|
2023
Q2 | $7.51M | Sell |
72,384
-4,278
| -6% | -$444K | 0.34% | 78 |
|
|
2023
Q1 | $7.15M | Sell |
76,662
-3,206
| -4% | -$299K | 0.35% | 75 |
|
|
2022
Q4 | $8.53M | Sell |
79,868
-10,442
| -12% | -$1.12M | 0.43% | 57 |
|
|
2022
Q3 | $8.92M | Sell |
90,310
-3,281
| -4% | -$324K | 0.49% | 57 |
|
|
2022
Q2 | $8.37M | Sell |
93,591
-1,326
| -1% | -$119K | 0.44% | 60 |
|
|
2022
Q1 | $10.4M | Sell |
94,917
-4,024
| -4% | -$442K | 0.48% | 55 |
|
|
2021
Q4 | $9.93M | Sell |
98,941
-4,320
| -4% | -$434K | 0.43% | 66 |
|
|
2021
Q3 | $9.53M | Sell |
103,261
-2,999
| -3% | -$277K | 0.45% | 64 |
|
|
2021
Q2 | $9.2M | Sell |
106,260
-3,837
| -3% | -$332K | 0.43% | 66 |
|
|
2021
Q1 | $9M | Sell |
110,097
-7,008
| -6% | -$573K | 0.44% | 66 |
|
|
2020
Q4 | $7.47M | Sell |
117,105
-11,601
| -9% | -$740K | 0.41% | 76 |
|
|
2020
Q3 | $6.24M | Sell |
128,706
-65,124
| -34% | -$3.16M | 0.39% | 74 |
|
|
2020
Q2 | $8.89M | Sell |
193,830
-5,988
| -3% | -$275K | 0.58% | 44 |
|
|
2020
Q1 | $8.42M | Sell |
199,818
-4,511
| -2% | -$190K | 0.65% | 40 |
|
|
2019
Q4 | $12.2M | Sell |
204,329
-13,039
| -6% | -$778K | 0.67% | 38 |
|
|
2019
Q3 | $11.9M | Sell |
217,368
-9,786
| -4% | -$538K | 0.72% | 33 |
|
|
2019
Q2 | $12.8M | Sell |
227,154
-6,884
| -3% | -$388K | 0.78% | 26 |
|
|
2019
Q1 | $12.5M | Sell |
234,038
-9,859
| -4% | -$529K | 0.78% | 29 |
|
|
2018
Q4 | $12.1M | Buy |
243,897
+2,250
| +0.9% | +$112K | 0.85% | 24 |
|
|
2018
Q3 | $14.8M | Sell |
241,647
-49,454
| -17% | -$3.03M | 0.88% | 21 |
|
|
2018
Q2 | $17.3M | Buy |
291,101
+7,859
| +3% | +$468K | 1.02% | 21 |
|
|
2018
Q1 | $16.9M | Sell |
283,242
-4,607
| -2% | -$275K | 1.05% | 19 |
|
|
2017
Q4 | $17.1M | Buy |
287,849
+16,038
| +6% | +$955K | 0.97% | 21 |
|
|
2017
Q3 | $15.3M | Sell |
271,811
-5,908
| -2% | -$333K | 1% | 18 |
|
|
2017
Q2 | $14.9M | Sell |
277,719
-3,512
| -1% | -$188K | 0.98% | 24 |
|
|
2017
Q1 | $14.3M | Buy |
281,231
+3,258
| +1% | +$166K | 0.94% | 29 |
|
|
2016
Q4 | $12.8M | Sell |
277,973
-5,176
| -2% | -$239K | 0.87% | 30 |
|
|
2016
Q3 | $10.9M | Sell |
283,149
-2,876
| -1% | -$110K | 0.77% | 41 |
|
|
2016
Q2 | $9.4M | Buy |
286,025
+4,448
| +2% | +$146K | 0.67% | 52 |
|
|
2016
Q1 | $8.94M | Sell |
281,577
-15,768
| -5% | -$500K | 0.65% | 52 |
|
|
2015
Q4 | $11.6M | Buy |
297,345
+324
| +0.1% | +$12.6K | 0.86% | 37 |
|
|
2015
Q3 | $9.83M | Buy |
297,021
+158,538
| +114% | +$5.25M | 0.76% | 43 |
|
|
2015
Q2 | $5.5M | Buy |
138,483
+15,484
| +13% | +$615K | 0.37% | 85 |
|
|
2015
Q1 | $4.66M | Buy |
122,999
+968
| +0.8% | +$36.6K | 0.32% | 95 |
|
|
2014
Q4 | $4.66M | Sell |
122,031
-13,158
| -10% | -$503K | 0.37% | 89 |
|
|
2014
Q3 | $4.83M | Sell |
135,189
-3,243
| -2% | -$116K | 0.41% | 83 |
|
|
2014
Q2 | $4.68M | Sell |
138,432
-6,116
| -4% | -$207K | 0.41% | 82 |
|
|
2014
Q1 | $5.39M | Sell |
144,548
-7,959
| -5% | -$297K | 0.49% | 68 |
|
|
2013
Q4 | $5.31M | Sell |
152,507
-31,327
| -17% | -$1.09M | 0.52% | 64 |
|
|
2013
Q3 | $5.11M | Sell |
183,834
-10,556
| -5% | -$293K | 0.57% | 56 |
|
|
2013
Q2 | $5.57M | Buy |
+194,390
| New | +$5.57M | 0.7% | 42 |
|