Cumberland Partners’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 | $1.4M | Buy |
9,100
+1,400
| +18% | +$215K | 0.1% | 118 |
|
|
2025
Q1 | $1.07M | Sell |
7,700
-1,000
| -11% | -$139K | 0.08% | 129 |
|
|
2024
Q4 | $1.35M | Sell |
8,700
-400
| -4% | -$62.1K | 0.09% | 121 |
|
|
2024
Q3 | $1.11M | Buy |
9,100
+1,800
| +25% | +$220K | 0.08% | 138 |
|
|
2024
Q2 | $902K | Buy |
7,300
+1,700
| +30% | +$210K | 0.07% | 137 |
|
|
2024
Q1 | $719K | Sell |
5,600
-800
| -13% | -$103K | 0.05% | 146 |
|
|
2023
Q4 | $714K | Buy |
+6,400
| New | +$714K | 0.07% | 137 |
|
|
2023
Q1 | – | Sell |
-10,100
| Closed | -$1.08M | – | 185 |
|
|
2022
Q4 | $1.08M | Sell |
10,100
-850
| -8% | -$90.8K | 0.11% | 102 |
|
|
2022
Q3 | $1.08M | Sell |
10,950
-350
| -3% | -$34.6K | 0.11% | 96 |
|
|
2022
Q2 | $1.01M | Buy |
11,300
+450
| +4% | +$40.2K | 0.1% | 104 |
|
|
2022
Q1 | $1.19M | Buy |
10,850
+1,000
| +10% | +$110K | 0.09% | 110 |
|
|
2021
Q4 | $989K | Buy |
9,850
+2,800
| +40% | +$281K | 0.07% | 131 |
|
|
2021
Q3 | $651K | Buy |
+7,050
| New | +$651K | 0.05% | 141 |
|