Capital Fund Management (CFM)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Sell |
10,730
-65,277
| -86% | -$10.4M | 0.01% | 1490 |
|
|
2025
Q4 | $12.2M | Buy |
+76,007
| New | +$12.3M | 0.12% | 715 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 2913 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2723 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2362 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2376 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1916 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 1754 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1485 |
|
|
2020
Q2 | – | Sell |
-25,980
| Closed | -$1.17M | – | 1587 |
|
|
2020
Q1 | $1.09M | Buy |
+25,980
| New | +$1.47M | 0.04% | 749 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2122 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1969 |
|
|
2019
Q2 | – | Sell |
-26,753
| Closed | -$1.43M | – | 1995 |
|
|
2019
Q1 | $1.43M | Buy |
+26,753
| New | +$1.43M | 0.03% | 921 |
|
|
2018
Q4 | – | Sell |
-21,788
| Closed | -$1.34M | – | 2269 |
|
|
2018
Q3 | $1.34M | Sell |
21,788
-11,775
| -35% | -$726K | 0.02% | 1270 |
|
|
2018
Q2 | $2M | Buy |
+33,563
| New | +$2.08M | 0.03% | 1072 |
|
|
2018
Q1 | – | Sell |
-157,446
| Closed | -$9.8M | – | 2265 |
|
|
2017
Q4 | $9.37M | Buy |
157,446
+34,200
| +28% | +$1.97M | 0.14% | 425 |
|
|
2017
Q3 | $6.93M | Buy |
+123,246
| New | +$6.65M | 0.11% | 437 |
|
|
2017
Q2 | – | Sell |
-61,139
| Closed | -$3.08M | – | 1778 |
|
|
2017
Q1 | $3.11M | Sell |
61,139
-14,940
| -20% | -$760K | 0.05% | 613 |
|
|
2016
Q4 | $3.51M | Buy |
+76,079
| New | +$3.36M | 0.06% | 601 |
|
|
2016
Q3 | – | Sell |
-22,674
| Closed | -$745K | – | 1845 |
|
|
2016
Q2 | $745K | Sell |
22,674
-47,435
| -68% | -$1.62M | 0.01% | 1047 |
|
|
2016
Q1 | $2.23M | Buy |
70,109
+61,707
| +734% | +$1.89M | 0.04% | 676 |
|
|
2015
Q4 | $325K | Buy |
+8,402
| New | +$313K | 0.01% | 1277 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 1889 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 1993 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 2047 |
|
|
2013
Q4 | – | Sell |
-449,061
| Closed | -$12.5M | – | 1953 |
|
|
2013
Q3 | $12.5M | Buy |
449,061
+420,093
| +1,450% | +$12.1M | 0.33% | 147 |
|
|
2013
Q2 | $830K | Buy |
+28,968
| New | +$838K | 0.02% | 844 |
|
Other funds holding RJF
VCM
VPM
