Carson Wealth (CWM LLC)’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 | $4.09M | Sell |
28,242
-1,713
| -6% | -$272K | 0.01% | 894 |
|
|
2025
Q4 | $4.81M | Buy |
29,955
+1,576
| +6% | +$254K | 0.01% | 792 |
|
|
2025
Q3 | $4.9M | Buy |
28,379
+336
| +1% | +$55.7K | 0.01% | 727 |
|
|
2025
Q2 | $4.3M | Buy |
28,043
+447
| +2% | +$64K | 0.02% | 640 |
|
|
2025
Q1 | $3.83M | Buy |
27,596
+331
| +1% | +$51.4K | 0.02% | 601 |
|
|
2024
Q4 | $4.24M | Buy |
27,265
+15,412
| +130% | +$2.33M | 0.02% | 515 |
|
|
2024
Q3 | $1.45M | Buy |
11,853
+325
| +3% | +$38K | 0.01% | 840 |
|
|
2024
Q2 | $1.43M | Buy |
11,528
+156
| +1% | +$19.3K | 0.01% | 742 |
|
|
2024
Q1 | $1.46M | Sell |
11,372
-1,480
| -12% | -$172K | 0.01% | 710 |
|
|
2023
Q4 | $1.43M | Buy |
12,852
+520
| +4% | +$53.5K | 0.01% | 667 |
|
|
2023
Q3 | $1.24M | Buy |
12,332
+200
| +2% | +$21.2K | 0.01% | 665 |
|
|
2023
Q2 | $1.26M | Buy |
12,132
+7,980
| +192% | +$741K | 0.01% | 626 |
|
|
2023
Q1 | $387K | Buy |
4,152
+1,723
| +71% | +$183K | ﹤0.01% | 972 |
|
|
2022
Q4 | $260K | Buy |
2,429
+351
| +17% | +$39.4K | ﹤0.01% | 1006 |
|
|
2022
Q3 | $205K | Buy |
2,078
+231
| +13% | +$23.4K | ﹤0.01% | 1036 |
|
|
2022
Q2 | $165K | Buy |
1,847
+598
| +48% | +$58.6K | ﹤0.01% | 1119 |
|
|
2022
Q1 | $137K | Buy |
1,249
+912
| +271% | +$96.6K | ﹤0.01% | 1203 |
|
|
2021
Q4 | $34K | Buy |
+337
| New | +$33.3K | ﹤0.01% | 1741 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2553 |
|
|
2021
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2552 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2552 |
|
|
2020
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 2551 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2550 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2549 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2548 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 2548 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2548 |
|
|
2019
Q1 | $3K | Sell |
30
-261
| -90% | -$14K | ﹤0.01% | 2548 |
|
|
2018
Q4 | $14K | Buy |
291
+178
| +158% | +$9.48K | ﹤0.01% | 1235 |
|
|
2018
Q3 | $7K | Buy |
113
+17
| +18% | +$1.05K | ﹤0.01% | 1257 |
|
|
2018
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 1156 |
|
|
2018
Q1 | $6K | Hold |
96
| – | – | ﹤0.01% | 978 |
|
|
2017
Q4 | $6K | Hold |
96
| – | – | ﹤0.01% | 1043 |
|
|
2017
Q3 | $5K | Buy |
+96
| New | +$5.18K | ﹤0.01% | 1092 |
|
Other funds holding RJF
VCM
VPM
