Cornerstone Planning Group’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
$20.2K Sell
121
-24
-17% -$4K ﹤0.01% 415
2025
Q1
$19.6K Buy
145
+71
+96% +$9.61K ﹤0.01% 419
2024
Q4
$12.5K Sell
74
-1
-1% -$169 ﹤0.01% 380
2024
Q3
$11.2K Sell
75
-27
-26% -$4.02K ﹤0.01% 396
2024
Q2
$10.9K Sell
102
-16
-14% -$1.7K ﹤0.01% 424
2024
Q1
$14.7K Buy
118
+8
+7% +$995 ﹤0.01% 341
2023
Q4
$12.3K Sell
110
-2
-2% -$223 ﹤0.01% 394
2023
Q3
$11.2K Buy
112
+1
+0.9% +$100 ﹤0.01% 398
2023
Q2
$11.5K Buy
+111
New +$11.5K ﹤0.01% 598
2022
Q4
$7.53K Buy
+67
New +$7.53K ﹤0.01% 733