Concourse Financial Group Securities’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 |
-2,016
| Closed | -$344K | – | 6581 |
|
|
2024
Q4 | $344K | Sell |
2,016
-175
| -8% | -$29.8K | 0.02% | 576 |
|
|
2024
Q3 | $268K | Sell |
2,191
-109
| -5% | -$13.3K | 0.02% | 617 |
|
|
2024
Q2 | $284K | Buy |
2,300
+27
| +1% | +$3.34K | 0.02% | 592 |
|
|
2024
Q1 | $293K | Buy |
2,273
+75
| +3% | +$9.67K | 0.02% | 563 |
|
|
2023
Q4 | $246K | Sell |
2,198
-56
| -2% | -$6.27K | 0.02% | 598 |
|
|
2023
Q3 | $227K | Sell |
2,254
-76
| -3% | -$7.67K | 0.02% | 586 |
|
|
2023
Q2 | $243K | Sell |
2,330
-460
| -16% | -$47.9K | 0.02% | 588 |
|
|
2023
Q1 | $261K | Buy |
2,790
+32
| +1% | +$3K | 0.02% | 574 |
|
|
2022
Q4 | $296K | Sell |
2,758
-138
| -5% | -$14.8K | 0.02% | 522 |
|
|
2022
Q3 | $287K | Sell |
2,896
-86
| -3% | -$8.52K | 0.03% | 460 |
|
|
2022
Q2 | $268K | Buy |
2,982
+34
| +1% | +$3.06K | 0.02% | 526 |
|
|
2022
Q1 | $324K | Buy |
2,948
+338
| +13% | +$37.1K | 0.02% | 517 |
|
|
2021
Q4 | $262K | Buy |
2,610
+138
| +6% | +$13.9K | 0.01% | 638 |
|
|
2021
Q3 | $229K | Sell |
2,472
-150
| -6% | -$13.9K | 0.01% | 676 |
|
|
2021
Q2 | $228K | Buy |
2,622
+75
| +3% | +$6.52K | 0.01% | 671 |
|
|
2021
Q1 | $209K | Sell |
2,547
-9
| -0.4% | -$739 | 0.01% | 666 |
|
|
2020
Q4 | $163K | Sell |
2,556
-14
| -0.5% | -$893 | 0.01% | 698 |
|
|
2020
Q3 | $125K | Buy |
2,570
+410
| +19% | +$19.9K | 0.01% | 701 |
|
|
2020
Q2 | $100K | Buy |
2,160
+52
| +2% | +$2.41K | 0.01% | 728 |
|
|
2020
Q1 | $89K | Buy |
2,108
+86
| +4% | +$3.63K | 0.01% | 696 |
|
|
2019
Q4 | $121K | Buy |
2,022
+985
| +95% | +$58.9K | 0.01% | 648 |
|
|
2019
Q3 | $57K | Buy |
1,037
+551
| +113% | +$30.3K | 0.01% | 577 |
|
|
2019
Q2 | $28K | Buy |
486
+247
| +103% | +$14.2K | ﹤0.01% | 1106 |
|
|
2019
Q1 | $12K | Buy |
239
+18
| +8% | +$904 | ﹤0.01% | 1458 |
|
|
2018
Q4 | $10K | Sell |
221
-24
| -10% | -$1.09K | ﹤0.01% | 1434 |
|
|
2018
Q3 | $15K | Buy |
+245
| New | +$15K | ﹤0.01% | 963 |
|