Calton & Associates’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 | $391K | Hold |
2,550
| – | – | 0.07% | 243 |
|
|
2025
Q1 | $354K | Hold |
2,550
| – | – | 0.08% | 221 |
|
|
2024
Q4 | $396K | Hold |
2,550
| – | – | 0.18% | 127 |
|
|
2024
Q3 | $312K | Hold |
2,550
| – | – | 0.12% | 162 |
|
|
2024
Q2 | $315K | Sell |
2,550
-65
| -2% | -$8.04K | 0.16% | 128 |
|
|
2024
Q1 | $336K | Sell |
2,615
-100
| -4% | -$12.8K | 0.16% | 128 |
|
|
2023
Q4 | $303K | Buy |
+2,715
| New | +$303K | 0.12% | 157 |
|
|
2023
Q3 | – | Sell |
-2,715
| Closed | -$282K | – | 222 |
|
|
2023
Q2 | $282K | Hold |
2,715
| – | – | 0.13% | 151 |
|
|
2023
Q1 | $253K | Hold |
2,715
| – | – | 0.12% | 175 |
|
|
2022
Q4 | $290K | Hold |
2,715
| – | – | 0.11% | 204 |
|
|
2022
Q3 | $268K | Hold |
2,715
| – | – | 0.15% | 154 |
|
|
2022
Q2 | $242K | Hold |
2,715
| – | – | 0.13% | 183 |
|
|
2022
Q1 | $298K | Hold |
2,715
| – | – | 0.09% | 248 |
|
|
2021
Q4 | $272K | Hold |
2,715
| – | – | 0.07% | 285 |
|
|
2021
Q3 | $250K | Hold |
2,715
| – | – | 0.05% | 329 |
|
|
2021
Q2 | $235K | Hold |
2,715
| – | – | 0.04% | 349 |
|
|
2021
Q1 | $222K | Buy |
+2,715
| New | +$222K | 0.04% | 356 |
|
|
2020
Q4 | – | Sell |
-7,065
| Closed | -$343K | – | 397 |
|
|
2020
Q3 | $343K | Buy |
7,065
+1,500
| +27% | +$72.8K | 0.07% | 215 |
|
|
2020
Q2 | $255K | Buy |
+5,565
| New | +$255K | 0.06% | 253 |
|