Collective Family Office’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
$443K Buy
2,888
+38
+1% +$5.83K 0.11% 112
2025
Q1
$396K Hold
2,850
0.11% 113
2024
Q4
$443K Sell
2,850
-350
-11% -$54.4K 0.12% 113
2024
Q3
$392K Hold
3,200
0.11% 124
2024
Q2
$396K Hold
3,200
0.12% 123
2024
Q1
$411K Buy
3,200
+466
+17% +$59.8K 0.13% 121
2023
Q4
$305K Hold
2,734
0.11% 133
2023
Q3
$275K Hold
2,734
0.11% 139
2023
Q2
$284K Sell
2,734
-700
-20% -$72.6K 0.11% 145
2023
Q1
$320K Buy
3,434
+1,434
+72% +$134K 0.13% 130
2022
Q4
$214K Buy
+2,000
New +$214K 0.1% 159
2022
Q3
Sell
-2,658
Closed -$238K 195
2022
Q2
$238K Buy
+2,658
New +$238K 0.1% 163