CI
Cavalier Investments’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,137
| Closed | -$1.13M | – | 84 |
|
|
2025
Q1 | $1.13M | Sell |
8,137
-14
| -0.2% | -$1.95K | 0.38% | 54 |
|
|
2024
Q4 | $1.27M | Buy |
8,151
+336
| +4% | +$52.2K | 0.42% | 39 |
|
|
2024
Q3 | $957K | Buy |
7,815
+483
| +7% | +$59.1K | 0.29% | 62 |
|
|
2024
Q2 | $906K | Buy |
7,332
+217
| +3% | +$26.8K | 0.28% | 60 |
|
|
2024
Q1 | $914K | Buy |
7,115
+392
| +6% | +$50.3K | 0.33% | 58 |
|
|
2023
Q4 | $750K | Buy |
6,723
+145
| +2% | +$16.2K | 0.28% | 66 |
|
|
2023
Q3 | $661K | Buy |
6,578
+209
| +3% | +$21K | 0.26% | 70 |
|
|
2023
Q2 | $661K | Buy |
6,369
+385
| +6% | +$40K | 0.24% | 71 |
|
|
2023
Q1 | $558K | Buy |
5,984
+322
| +6% | +$30K | 0.23% | 49 |
|
|
2022
Q4 | $605K | Sell |
5,662
-280
| -5% | -$29.9K | 0.22% | 76 |
|
|
2022
Q3 | $587K | Sell |
5,942
-497
| -8% | -$49.1K | 0.21% | 82 |
|
|
2022
Q2 | $576K | Buy |
6,439
+69
| +1% | +$6.17K | 0.2% | 88 |
|
|
2022
Q1 | $700K | Buy |
6,370
+438
| +7% | +$48.1K | 0.18% | 93 |
|
|
2021
Q4 | $596K | Buy |
+5,932
| New | +$596K | 0.15% | 92 |
|