Carson Wealth (CWM LLC)’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
28,043
+447
| +2% | +$68.6K | 0.02% | 640 |
|
|
2025
Q1 | $3.83M | Buy |
27,596
+331
| +1% | +$46K | 0.02% | 601 |
|
|
2024
Q4 | $4.24M | Buy |
27,265
+15,412
| +130% | +$2.39M | 0.02% | 515 |
|
|
2024
Q3 | $1.45M | Buy |
11,853
+325
| +3% | +$39.8K | 0.01% | 839 |
|
|
2024
Q2 | $1.43M | Buy |
11,528
+156
| +1% | +$19.3K | 0.01% | 741 |
|
|
2024
Q1 | $1.46M | Sell |
11,372
-1,480
| -12% | -$190K | 0.01% | 709 |
|
|
2023
Q4 | $1.43M | Buy |
12,852
+520
| +4% | +$58K | 0.01% | 666 |
|
|
2023
Q3 | $1.24M | Buy |
12,332
+200
| +2% | +$20.1K | 0.01% | 664 |
|
|
2023
Q2 | $1.26M | Buy |
12,132
+7,980
| +192% | +$828K | 0.01% | 625 |
|
|
2023
Q1 | $387K | Buy |
4,152
+1,723
| +71% | +$161K | ﹤0.01% | 970 |
|
|
2022
Q4 | $260K | Buy |
2,429
+351
| +17% | +$37.6K | ﹤0.01% | 1004 |
|
|
2022
Q3 | $205K | Buy |
2,078
+231
| +13% | +$22.8K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $165K | Buy |
1,847
+598
| +48% | +$53.4K | ﹤0.01% | 1117 |
|
|
2022
Q1 | $137K | Buy |
1,249
+912
| +271% | +$100K | ﹤0.01% | 1201 |
|
|
2021
Q4 | $34K | Buy |
+337
| New | +$34K | ﹤0.01% | 1739 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2021
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2020
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2529 |
|
|
2019
Q1 | $3K | Sell |
30
-261
| -90% | -$26.1K | ﹤0.01% | 2529 |
|
|
2018
Q4 | $14K | Buy |
291
+178
| +158% | +$8.56K | ﹤0.01% | 1230 |
|
|
2018
Q3 | $7K | Buy |
113
+17
| +18% | +$1.05K | ﹤0.01% | 1254 |
|
|
2018
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 977 |
|
|
2017
Q4 | $6K | Hold |
96
| – | – | ﹤0.01% | 1042 |
|
|
2017
Q3 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 1091 |
|