Colonial Trust’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
$149K Buy
974
+228
+31% +$34.9K 0.02% 357
2025
Q1
$104K Sell
746
-1,989
-73% -$278K 0.02% 418
2024
Q4
$425K Buy
2,735
+240
+10% +$37.3K 0.06% 195
2024
Q3
$306K Buy
2,495
+3
+0.1% +$367 0.05% 228
2024
Q2
$303K Sell
2,492
-38
-2% -$4.62K 0.05% 209
2024
Q1
$322K Buy
2,530
+2,490
+6,225% +$317K 0.06% 202
2023
Q4
$4.51K Sell
40
-1
-2% -$113 ﹤0.01% 806
2023
Q3
$4.26K Hold
41
﹤0.01% 809
2023
Q2
$4.25K Buy
41
+12
+41% +$1.24K ﹤0.01% 805
2023
Q1
$2.67K Sell
29
-4
-12% -$369 ﹤0.01% 820
2022
Q4
$3.56K Buy
+33
New +$3.56K ﹤0.01% 795