CFFP
Center for Financial Planning’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Hold |
19,531
| – | – | 0.34% | 23 |
|
|
2025
Q1 | $2.71M | Sell |
19,531
-2,575
| -12% | -$358K | 0.35% | 24 |
|
|
2024
Q4 | $3.43M | Sell |
22,106
-1,240
| -5% | -$193K | 0.46% | 18 |
|
|
2024
Q3 | $2.86M | Sell |
23,346
-657
| -3% | -$80.5K | 0.39% | 22 |
|
|
2024
Q2 | $2.97M | Sell |
24,003
-178
| -0.7% | -$22K | 0.43% | 20 |
|
|
2024
Q1 | $3.11M | Buy |
24,181
+465
| +2% | +$59.7K | 0.46% | 19 |
|
|
2023
Q4 | $2.64M | Sell |
23,716
-232
| -1% | -$25.9K | 0.49% | 18 |
|
|
2023
Q3 | $2.41M | Sell |
23,948
-214
| -0.9% | -$21.5K | 0.52% | 17 |
|
|
2023
Q2 | $2.51M | Sell |
24,162
-847
| -3% | -$87.9K | 0.53% | 17 |
|
|
2023
Q1 | $2.33M | Buy |
25,009
+1,042
| +4% | +$97.2K | 0.54% | 16 |
|
|
2022
Q4 | $2.56M | Sell |
23,967
-284
| -1% | -$30.3K | 0.62% | 15 |
|
|
2022
Q3 | $2.4M | Sell |
24,251
-285
| -1% | -$28.2K | 0.64% | 15 |
|
|
2022
Q2 | $2.19M | Buy |
24,536
+93
| +0.4% | +$8.32K | 0.56% | 18 |
|
|
2022
Q1 | $2.69M | Buy |
24,443
+765
| +3% | +$84.1K | 0.55% | 17 |
|
|
2021
Q4 | $2.38M | Sell |
23,678
-1,075
| -4% | -$108K | 0.49% | 19 |
|
|
2021
Q3 | $2.28M | Buy |
24,753
+8,249
| +50% | +$761K | 0.56% | 19 |
|
|
2021
Q2 | $2.14M | Sell |
16,504
-550
| -3% | -$71.4K | 0.53% | 18 |
|
|
2021
Q1 | $2.09M | Sell |
17,054
-200
| -1% | -$24.5K | 0.55% | 18 |
|
|
2020
Q4 | $1.65M | Sell |
17,254
-40
| -0.2% | -$3.83K | 0.47% | 21 |
|
|
2020
Q3 | $1.26M | Sell |
17,294
-50
| -0.3% | -$3.64K | 0.4% | 27 |
|
|
2020
Q2 | $1.19M | Sell |
17,344
-420
| -2% | -$28.9K | 0.42% | 29 |
|
|
2020
Q1 | $1.12M | Buy |
17,764
+350
| +2% | +$22.1K | 0.38% | 24 |
|
|
2019
Q4 | $1.56M | Buy |
+17,414
| New | +$1.56M | 0.39% | 21 |
|