Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Hold |
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|
2025
Q1 | $2.71M | Sell |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $3.11M | Buy |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.41M | Sell |
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $2.33M | Buy |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $2.4M | Sell |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $2.69M | Buy |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $2.28M | Sell |
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|
2021
Q2 | $2.14M | Sell |
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|
2021
Q1 | $2.09M | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $1.56M | Buy |
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