Consolidated Planning Corp’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 | $1.24M | Buy |
8,091
+10
| +0.1% | +$1.53K | 0.16% | 108 |
|
|
2025
Q1 | $1.12M | Buy |
8,081
+19
| +0.2% | +$2.64K | 0.15% | 109 |
|
|
2024
Q4 | $1.25M | Sell |
8,062
-172
| -2% | -$26.7K | 0.17% | 88 |
|
|
2024
Q3 | $1.01M | Sell |
8,234
-288
| -3% | -$35.3K | 0.15% | 89 |
|
|
2024
Q2 | $1.05M | Sell |
8,522
-55
| -0.6% | -$6.8K | 0.17% | 88 |
|
|
2024
Q1 | $1.1M | Sell |
8,577
-14
| -0.2% | -$1.8K | 0.19% | 84 |
|
|
2023
Q4 | $958K | Sell |
8,591
-67
| -0.8% | -$7.47K | 0.18% | 88 |
|
|
2023
Q3 | $870K | Buy |
8,658
+22
| +0.3% | +$2.21K | 0.19% | 90 |
|
|
2023
Q2 | $896K | Buy |
8,636
+22
| +0.3% | +$2.28K | 0.19% | 93 |
|
|
2023
Q1 | $803K | Buy |
8,614
+305
| +4% | +$28.4K | 0.21% | 80 |
|
|
2022
Q4 | $888K | Sell |
8,309
-512
| -6% | -$54.7K | 0.25% | 81 |
|
|
2022
Q3 | $872K | Sell |
8,821
-70
| -0.8% | -$6.92K | 0.27% | 73 |
|
|
2022
Q2 | $795K | Sell |
8,891
-131
| -1% | -$11.7K | 0.25% | 76 |
|
|
2022
Q1 | $992K | Sell |
9,022
-230
| -2% | -$25.3K | 0.69% | 21 |
|
|
2021
Q4 | $929K | Sell |
9,252
-600
| -6% | -$60.2K | 0.6% | 22 |
|
|
2021
Q3 | $909K | Buy |
9,852
+4,672
| +90% | +$431K | 0.59% | 21 |
|
|
2021
Q2 | $448K | Sell |
5,180
-94
| -2% | -$8.13K | 0.33% | 31 |
|
|
2021
Q1 | $430K | Buy |
+5,274
| New | +$430K | 0.27% | 31 |
|