Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.88M | Buy |
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|
2025
Q2 | $6.81M | Buy |
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|
2025
Q1 | $5.66M | Buy |
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|
2024
Q4 | $5.52M | Sell |
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|
2024
Q3 | $4.6M | Sell |
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|
2024
Q2 | $4.67M | Buy |
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|
2024
Q1 | $4.75M | Sell |
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|
2023
Q4 | $5.81M | Sell |
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|
2023
Q3 | $5.39M | Buy |
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|
2023
Q2 | $5.55M | Buy |
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|
2023
Q1 | $4.35M | Sell |
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|
2022
Q4 | $5.5M | Buy |
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|
2022
Q3 | $4.94M | Buy |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $4.62M | Buy |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q3 | $3.34M | Sell |
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|
2021
Q2 | $3.16M | Buy |
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|
2021
Q1 | $2.86M | Sell |
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|
2020
Q4 | $3M | Sell |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $2.17M | Sell |
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|
2020
Q1 | $2.02M | Sell |
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|
2019
Q4 | $3.67M | Sell |
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|
2019
Q3 | $4.11M | Sell |
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|
2019
Q2 | $4.43M | Buy |
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|
2019
Q1 | $524K | Sell |
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|
2018
Q4 | $489K | Buy |
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|
2018
Q3 | $574K | Buy |
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|
2018
Q2 | $489K | Buy |
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|
2018
Q1 | $476K | Sell |
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|
2017
Q4 | $483K | Buy |
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|
2017
Q3 | $314K | Sell |
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|
2017
Q2 | $352K | Buy |
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|
2017
Q1 | $257K | Sell |
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|
2016
Q4 | $240K | Buy |
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|
2016
Q3 | $194K | Sell |
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|
2016
Q2 | $167K | Buy |
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|
2016
Q1 | $154K | Buy |
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|
2015
Q4 | $150K | Buy |
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|
2015
Q3 | $96K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $96K | Sell |
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|
2014
Q4 | $178K | Buy |
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|
2014
Q3 | $87K | Hold |
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|
2014
Q2 | $82K | Hold |
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|
2014
Q1 | $90K | Hold |
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|
2013
Q4 | $84K | Hold |
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|
2013
Q3 | $67K | Hold |
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|
2013
Q2 | $69K | Buy |
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