Capital Advisors Ltd’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 | $81K | Buy |
531
+5
| +1% | +$763 | 0.01% | 385 |
|
|
2025
Q1 | $73K | Hold |
526
| – | – | 0.01% | 394 |
|
|
2024
Q4 | $82K | Hold |
526
| – | – | 0.01% | 367 |
|
|
2024
Q3 | $64K | Hold |
526
| – | – | 0.01% | 412 |
|
|
2024
Q2 | $65K | Sell |
526
-2
| -0.4% | -$247 | 0.01% | 402 |
|
|
2024
Q1 | $68K | Buy |
528
+6
| +1% | +$773 | 0.01% | 393 |
|
|
2023
Q4 | $58K | Hold |
522
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $52K | Hold |
522
| – | – | 0.01% | 405 |
|
|
2023
Q2 | $54K | Buy |
522
+500
| +2,273% | +$51.7K | 0.01% | 412 |
|
|
2023
Q1 | $2K | Sell |
22
-514
| -96% | -$46.7K | ﹤0.01% | 927 |
|
|
2022
Q4 | $2K | Buy |
536
+486
| +972% | +$1.81K | ﹤0.01% | 895 |
|
|
2022
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 647 |
|
|
2022
Q2 | – | Sell |
-10
| Closed | -$1K | – | 1274 |
|
|
2022
Q1 | $1K | Buy |
10
+2
| +25% | +$200 | ﹤0.01% | 791 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 736 |
|