Consolidated Planning Corp’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Sell	7,862 -321	-4%	-$50.9K	0.18%	76
2025 Q4	$1.31M	Buy	8,183 +92	+1%	+$14.9K	0.13%	115
2025 Q3	$1.4M	Hold	8,091	–	–	0.15%	117
2025 Q2	$1.24M	Buy	8,091 +10	+0.1%	+$1.43K	0.16%	108
2025 Q1	$1.12M	Buy	8,081 +19	+0.2%	+$2.95K	0.15%	109
2024 Q4	$1.25M	Sell	8,062 -172	-2%	-$26K	0.17%	88
2024 Q3	$1.01M	Sell	8,234 -288	-3%	-$33.6K	0.15%	89
2024 Q2	$1.05M	Sell	8,522 -55	-0.6%	-$6.79K	0.17%	88
2024 Q1	$1.1M	Sell	8,577 -14	-0.2%	-$1.63K	0.19%	84
2023 Q4	$958K	Sell	8,591 -67	-0.8%	-$6.9K	0.18%	88
2023 Q3	$870K	Buy	8,658 +22	+0.3%	+$2.33K	0.19%	90
2023 Q2	$896K	Buy	8,636 +22	+0.3%	+$2.04K	0.19%	93
2023 Q1	$803K	Buy	8,614 +305	+4%	+$32.3K	0.21%	80
2022 Q4	$888K	Sell	8,309 -512	-6%	-$57.5K	0.25%	81
2022 Q3	$872K	Sell	8,821 -70	-0.8%	-$7.09K	0.27%	73
2022 Q2	$795K	Sell	8,891 -131	-1%	-$12.8K	0.25%	76
2022 Q1	$992K	Sell	9,022 -230	-2%	-$24.4K	0.69%	21
2021 Q4	$929K	Sell	9,252 -600	-6%	-$59.3K	0.6%	22
2021 Q3	$909K	Buy	9,852 +4,672	+90%	+$418K	0.59%	21
2021 Q2	$448K	Sell	5,180 -94	-2%	-$8.18K	0.33%	31
2021 Q1	$430K	Buy	+5,274	New	+$393K	0.27%	31