Creative Planning’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 | $6.81M | Buy |
44,412
+3,646
| +9% | +$559K | 0.01% | 652 |
|
|
2025
Q1 | $5.66M | Buy |
40,766
+5,252
| +15% | +$730K | 0.01% | 664 |
|
|
2024
Q4 | $5.52M | Sell |
35,514
-2,069
| -6% | -$321K | 0.01% | 631 |
|
|
2024
Q3 | $4.6M | Sell |
37,583
-198
| -0.5% | -$24.2K | ﹤0.01% | 668 |
|
|
2024
Q2 | $4.67M | Buy |
37,781
+797
| +2% | +$98.5K | 0.01% | 640 |
|
|
2024
Q1 | $4.75M | Sell |
36,984
-15,094
| -29% | -$1.94M | 0.01% | 620 |
|
|
2023
Q4 | $5.81M | Sell |
52,078
-1,561
| -3% | -$174K | 0.01% | 529 |
|
|
2023
Q3 | $5.39M | Buy |
53,639
+181
| +0.3% | +$18.2K | 0.01% | 510 |
|
|
2023
Q2 | $5.55M | Buy |
53,458
+6,776
| +15% | +$703K | 0.01% | 496 |
|
|
2023
Q1 | $4.35M | Sell |
46,682
-4,816
| -9% | -$449K | 0.01% | 540 |
|
|
2022
Q4 | $5.5M | Buy |
51,498
+1,502
| +3% | +$160K | 0.01% | 462 |
|
|
2022
Q3 | $4.94M | Buy |
49,996
+6,303
| +14% | +$623K | 0.01% | 440 |
|
|
2022
Q2 | $3.91M | Buy |
43,693
+1,673
| +4% | +$150K | 0.01% | 524 |
|
|
2022
Q1 | $4.62M | Buy |
42,020
+1,418
| +3% | +$156K | 0.01% | 475 |
|
|
2021
Q4 | $4.08M | Buy |
40,602
+4,415
| +12% | +$443K | 0.01% | 475 |
|
|
2021
Q3 | $3.34M | Sell |
36,187
-311
| -0.9% | -$28.7K | 0.01% | 529 |
|
|
2021
Q2 | $3.16M | Buy |
36,498
+1,534
| +4% | +$133K | 0.01% | 526 |
|
|
2021
Q1 | $2.86M | Sell |
34,964
-12,037
| -26% | -$984K | 0.01% | 573 |
|
|
2020
Q4 | $3M | Sell |
47,001
-293
| -0.6% | -$18.7K | 0.01% | 507 |
|
|
2020
Q3 | $2.29M | Buy |
47,294
+122
| +0.3% | +$5.92K | 0.01% | 508 |
|
|
2020
Q2 | $2.17M | Sell |
47,172
-786
| -2% | -$36.1K | 0.01% | 465 |
|
|
2020
Q1 | $2.02M | Sell |
47,958
-13,592
| -22% | -$573K | 0.01% | 433 |
|
|
2019
Q4 | $3.67M | Sell |
61,550
-13,204
| -18% | -$788K | 0.01% | 355 |
|
|
2019
Q3 | $4.11M | Sell |
74,754
-3,779
| -5% | -$208K | 0.01% | 317 |
|
|
2019
Q2 | $4.43M | Buy |
78,533
+68,756
| +703% | +$3.88M | 0.01% | 313 |
|
|
2019
Q1 | $524K | Sell |
9,777
-89
| -0.9% | -$4.77K | ﹤0.01% | 997 |
|
|
2018
Q4 | $489K | Buy |
9,866
+515
| +6% | +$25.5K | ﹤0.01% | 969 |
|
|
2018
Q3 | $574K | Buy |
9,351
+1,143
| +14% | +$70.2K | ﹤0.01% | 996 |
|
|
2018
Q2 | $489K | Buy |
8,208
+223
| +3% | +$13.3K | ﹤0.01% | 1073 |
|
|
2018
Q1 | $476K | Sell |
7,985
-133
| -2% | -$7.93K | ﹤0.01% | 1103 |
|
|
2017
Q4 | $483K | Buy |
8,118
+2,530
| +45% | +$151K | ﹤0.01% | 1086 |
|
|
2017
Q3 | $314K | Sell |
5,588
-999
| -15% | -$56.1K | ﹤0.01% | 1295 |
|
|
2017
Q2 | $352K | Buy |
6,587
+1,533
| +30% | +$81.9K | ﹤0.01% | 1183 |
|
|
2017
Q1 | $257K | Sell |
5,054
-148
| -3% | -$7.53K | ﹤0.01% | 1341 |
|
|
2016
Q4 | $240K | Buy |
5,202
+207
| +4% | +$9.55K | ﹤0.01% | 1301 |
|
|
2016
Q3 | $194K | Sell |
4,995
-72
| -1% | -$2.8K | ﹤0.01% | 1408 |
|
|
2016
Q2 | $167K | Buy |
5,067
+223
| +5% | +$7.35K | ﹤0.01% | 1341 |
|
|
2016
Q1 | $154K | Buy |
4,844
+959
| +25% | +$30.5K | ﹤0.01% | 1353 |
|
|
2015
Q4 | $150K | Buy |
3,885
+996
| +34% | +$38.5K | ﹤0.01% | 1379 |
|
|
2015
Q3 | $96K | Buy |
+2,889
| New | +$96K | ﹤0.01% | 1614 |
|
|
2015
Q2 | – | Sell |
-2,537
| Closed | -$96K | – | 2480 |
|
|
2015
Q1 | $96K | Sell |
2,537
-2,136
| -46% | -$80.8K | ﹤0.01% | 1585 |
|
|
2014
Q4 | $178K | Buy |
4,673
+2,250
| +93% | +$85.7K | ﹤0.01% | 1211 |
|
|
2014
Q3 | $87K | Hold |
2,423
| – | – | ﹤0.01% | 1560 |
|
|
2014
Q2 | $82K | Hold |
2,423
| – | – | ﹤0.01% | 1550 |
|
|
2014
Q1 | $90K | Hold |
2,423
| – | – | ﹤0.01% | 1464 |
|
|
2013
Q4 | $84K | Hold |
2,423
| – | – | ﹤0.01% | 1300 |
|
|
2013
Q3 | $67K | Hold |
2,423
| – | – | ﹤0.01% | 1345 |
|
|
2013
Q2 | $69K | Buy |
+2,423
| New | +$69K | ﹤0.01% | 1200 |
|