CSIA
Carl Stuart Investment Advisor’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Hold |
28,475
| – | – | 2.24% | 5 |
|
|
2025
Q1 | $3.96M | Hold |
28,475
| – | – | 2.23% | 5 |
|
|
2024
Q4 | $4.42M | Sell |
28,475
-1,675
| -6% | -$260K | 2.36% | 6 |
|
|
2024
Q3 | $3.69M | Hold |
30,150
| – | – | 2.08% | 5 |
|
|
2024
Q2 | $3.73M | Hold |
30,150
| – | – | 2.33% | 5 |
|
|
2024
Q1 | $3.87M | Buy |
+30,150
| New | +$3.87M | 2.51% | 5 |
|