Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Buy |
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|
2025
Q2 | $133K | Hold |
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|
2025
Q1 | $121K | Hold |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $107K | Hold |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $96.9K | Hold |
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|
2023
Q3 | $87.3K | Hold |
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|
2023
Q2 | $90.2K | Hold |
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|
2023
Q1 | $81.1K | Hold |
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|
2022
Q4 | $92.9K | Hold |
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|
2022
Q3 | $85.9K | Hold |
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|
2022
Q2 | $77.7K | Hold |
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|
2022
Q1 | $95.5K | Hold |
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|
2021
Q4 | $87.2K | Hold |
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|
2021
Q3 | $80.2K | Buy |
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|
2021
Q2 | $23.4K | Hold |
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|
2021
Q1 | $22.1K | Hold |
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|
2020
Q4 | $17.2K | Hold |
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|
2020
Q3 | $13.1K | Hold |
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|
2020
Q2 | $12.4K | Hold |
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|
2020
Q1 | $11.4K | Hold |
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|
2019
Q4 | $16.1K | Buy |
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