CFM Wealth Partners’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,387
| Closed | -$215K | – | 142 |
|
|
2024
Q4 | $215K | Buy |
+1,387
| New | +$215K | 0.04% | 135 |
|
|
2020
Q3 | – | Sell |
-1,388
| Closed | -$63K | – | 398 |
|
|
2020
Q2 | $63K | Hold |
1,388
| – | – | 0.02% | 252 |
|
|
2020
Q1 | $58K | Hold |
1,388
| – | – | 0.03% | 255 |
|
|
2019
Q4 | $88K | Buy |
+1,388
| New | +$88K | 0.03% | 222 |
|