Clearstead Advisors’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
Q2 | $62.1K | Buy |
405
+152
| +60% | +$23.3K | ﹤0.01% | 1213 |
|
|
2025
Q1 | $35.1K | Sell |
253
-33
| -12% | -$4.58K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $44.4K | Hold |
286
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q3 | $35K | Buy |
286
+1
| +0.4% | +$122 | ﹤0.01% | 1282 |
|
|
2024
Q2 | $35.2K | Buy |
285
+235
| +470% | +$29K | ﹤0.01% | 1247 |
|
|
2024
Q1 | $6.29K | Sell |
50
-29
| -37% | -$3.65K | ﹤0.01% | 1141 |
|
|
2023
Q4 | $8.81K | Buy |
79
+25
| +46% | +$2.79K | ﹤0.01% | 1076 |
|
|
2023
Q3 | $5.42K | Buy |
+54
| New | +$5.42K | ﹤0.01% | 1226 |
|
|
2023
Q2 | – | Sell |
-93
| Closed | -$8.68K | – | 1429 |
|
|
2023
Q1 | $8.68K | Buy |
93
+10
| +12% | +$933 | ﹤0.01% | 966 |
|
|
2022
Q4 | $8.87K | Hold |
83
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $8K | Buy |
+83
| New | +$8K | ﹤0.01% | 916 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$2K | – | 1405 |
|
|
2021
Q3 | $2K | Buy |
25
+1
| +4% | +$80 | ﹤0.01% | 1144 |
|
|
2021
Q2 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1073 |
|