CWM
Cahaba Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Hold |
42,254
| – | – | 0.5% | 20 |
|
|
2025
Q1 | $5.87M | Hold |
42,254
| – | – | 0.49% | 20 |
|
|
2024
Q4 | $6.56M | Sell |
42,254
-4,000
| -9% | -$621K | 0.54% | 20 |
|
|
2024
Q3 | $5.66M | Hold |
46,254
| – | – | 0.47% | 21 |
|
|
2024
Q2 | $5.72M | Hold |
46,254
| – | – | 0.5% | 21 |
|
|
2024
Q1 | $5.94M | Hold |
46,254
| – | – | 0.54% | 19 |
|
|
2023
Q4 | $5.16M | Hold |
46,254
| – | – | 0.51% | 22 |
|
|
2023
Q3 | $4.65M | Buy |
46,254
+1
| +0% | +$100 | 0.51% | 23 |
|
|
2023
Q2 | $4.8M | Hold |
46,253
| – | – | 0.52% | 23 |
|
|
2023
Q1 | $4.31M | Buy |
46,253
+1,683
| +4% | +$157K | 0.49% | 24 |
|
|
2022
Q4 | $4.76M | Sell |
44,570
-1
| -0% | -$107 | 0.59% | 21 |
|
|
2022
Q3 | $4.4M | Buy |
44,571
+2
| +0% | +$198 | 0.61% | 20 |
|
|
2022
Q2 | $3.98M | Hold |
44,569
| – | – | 0.57% | 18 |
|
|
2022
Q1 | $4.34M | Buy |
44,569
+1,924
| +5% | +$187K | 0.6% | 18 |
|
|
2021
Q4 | $4.28M | Buy |
42,645
+1
| +0% | +$100 | 0.57% | 19 |
|
|
2021
Q3 | $3.94M | Buy |
42,644
+14,215
| +50% | +$1.31M | 0.58% | 19 |
|
|
2021
Q2 | $3.68M | Sell |
28,429
-83
| -0.3% | -$10.7K | 0.57% | 20 |
|
|
2021
Q1 | $3.49M | Buy |
28,512
+1,445
| +5% | +$177K | 0.54% | 23 |
|
|
2020
Q4 | $2.76M | Buy |
27,067
+35
| +0.1% | +$3.57K | 0.45% | 25 |
|
|
2020
Q3 | $1.97M | Buy |
+27,032
| New | +$1.97M | 0.39% | 28 |
|
|
2020
Q2 | – | Sell |
-27,032
| Closed | -$1.71M | – | 81 |
|
|
2020
Q1 | $1.71M | Buy |
27,032
+1,811
| +7% | +$114K | 0.44% | 27 |
|
|
2019
Q4 | $2.26M | Hold |
25,221
| – | – | 0.5% | 22 |
|
|
2019
Q3 | $2.08M | Hold |
25,221
| – | – | 0.5% | 23 |
|
|
2019
Q2 | $2.13M | Hold |
25,221
| – | – | 0.53% | 23 |
|
|
2019
Q1 | $2.03M | Buy |
25,221
+2,127
| +9% | +$171K | 0.55% | 21 |
|
|
2018
Q4 | $1.72M | Sell |
23,094
-98
| -0.4% | -$7.29K | 0.53% | 25 |
|
|
2018
Q3 | $2.14M | Buy |
23,192
+31
| +0.1% | +$2.86K | 0.7% | 18 |
|
|
2018
Q2 | $2.2M | Hold |
23,161
| – | – | 0.76% | 17 |
|
|
2018
Q1 | $2M | Buy |
23,161
+2,341
| +11% | +$202K | 0.79% | 19 |
|
|
2017
Q4 | $1.86M | Buy |
20,820
+105
| +0.5% | +$9.38K | 0.76% | 22 |
|
|
2017
Q3 | $1.75M | Buy |
+20,715
| New | +$1.75M | 0.8% | 21 |
|