CX Institutional’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 | $297K | Sell |
1,934
-282
| -13% | -$43.3K | 0.01% | 512 |
|
|
2025
Q1 | $308K | Sell |
2,216
-107
| -5% | -$14.9K | 0.01% | 474 |
|
|
2024
Q4 | $361K | Buy |
2,323
+66
| +3% | +$10.3K | 0.01% | 402 |
|
|
2024
Q3 | $276K | Buy |
2,257
+37
| +2% | +$4.53K | 0.01% | 481 |
|
|
2024
Q2 | $274K | Buy |
2,220
+375
| +20% | +$46.4K | 0.01% | 477 |
|
|
2024
Q1 | $237K | Sell |
1,845
-31
| -2% | -$3.98K | 0.01% | 505 |
|
|
2023
Q4 | $209K | Buy |
+1,876
| New | +$209K | 0.01% | 484 |
|
|
2023
Q3 | – | Sell |
-34,676
| Closed | -$3.6M | – | 535 |
|
|
2023
Q2 | $3.6M | Buy |
34,676
+907
| +3% | +$94.1K | 0.19% | 160 |
|
|
2023
Q1 | $3.12M | Buy |
+33,769
| New | +$3.12M | 0.17% | 181 |
|
|
2022
Q3 | – | Sell |
-481
| Closed | -$43K | – | 995 |
|
|
2022
Q2 | $43K | Buy |
+481
| New | +$43K | ﹤0.01% | 709 |
|
|
2021
Q4 | – | Sell |
-389
| Closed | -$36K | – | 790 |
|
|
2021
Q3 | $36K | Buy |
389
+3
| +0.8% | +$278 | ﹤0.01% | 647 |
|
|
2021
Q2 | $33K | Buy |
386
+84
| +28% | +$7.18K | ﹤0.01% | 644 |
|
|
2021
Q1 | $25K | Buy |
302
+62
| +26% | +$5.13K | ﹤0.01% | 630 |
|
|
2020
Q4 | $15K | Buy |
240
+187
| +353% | +$11.7K | ﹤0.01% | 674 |
|
|
2020
Q3 | $3K | Sell |
53
-114
| -68% | -$6.45K | ﹤0.01% | 787 |
|
|
2020
Q2 | $8K | Buy |
167
+152
| +1,013% | +$7.28K | ﹤0.01% | 600 |
|
|
2020
Q1 | $1K | Sell |
15
-53
| -78% | -$3.53K | ﹤0.01% | 748 |
|
|
2019
Q4 | $4K | Sell |
68
-40
| -37% | -$2.35K | ﹤0.01% | 597 |
|
|
2019
Q3 | $6K | Sell |
108
-92
| -46% | -$5.11K | ﹤0.01% | 551 |
|
|
2019
Q2 | $11K | Buy |
200
+186
| +1,329% | +$10.2K | ﹤0.01% | 478 |
|
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 767 |
|