Capital Wealth Planning’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 | $14.5M | Hold |
94,260
| – | – | 0.11% | 28 |
|
|
2025
Q1 | $13.1M | Hold |
94,260
| – | – | 0.11% | 28 |
|
|
2024
Q4 | $14.6M | Hold |
94,260
| – | – | 0.14% | 30 |
|
|
2024
Q3 | $11.5M | Hold |
94,260
| – | – | 0.11% | 30 |
|
|
2024
Q2 | $11.7M | Hold |
94,260
| – | – | 0.12% | 30 |
|
|
2024
Q1 | $12.1M | Sell |
94,260
-7,763
| -8% | -$997K | 0.13% | 31 |
|
|
2023
Q4 | $11.4M | Sell |
102,023
-5,800
| -5% | -$647K | 0.13% | 32 |
|
|
2023
Q3 | $10.8M | Sell |
107,823
-15,800
| -13% | -$1.59M | 0.13% | 28 |
|
|
2023
Q2 | $12.8M | Hold |
123,623
| – | – | 0.16% | 28 |
|
|
2023
Q1 | $11.5M | Hold |
123,623
| – | – | 0.16% | 26 |
|
|
2022
Q4 | $13.2M | Sell |
123,623
-5,000
| -4% | -$534K | 0.19% | 29 |
|
|
2022
Q3 | $12.7M | Sell |
128,623
-22,500
| -15% | -$2.22M | 0.23% | 29 |
|
|
2022
Q2 | $13.5M | Buy |
151,123
+10,275
| +7% | +$919K | 0.26% | 27 |
|
|
2022
Q1 | $15.5M | Buy |
140,848
+7,588
| +6% | +$834K | 0.31% | 27 |
|
|
2021
Q4 | $13.4M | Buy |
133,260
+94,260
| +242% | +$9.46M | 0.3% | 27 |
|
|
2021
Q3 | $3.6M | Sell |
39,000
-7,500
| -16% | -$692K | 0.1% | 30 |
|
|
2021
Q2 | $4.03M | Buy |
+46,500
| New | +$4.03M | 0.11% | 33 |
|