Formidable Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
7,618
+2
| +0% | +$317 | 0.19% | 106 |
|
|
2025
Q4 | $1.31M | Sell |
7,616
-160
| -2% | -$25.8K | 0.19% | 101 |
|
|
2025
Q3 | $1.19M | Sell |
7,776
-27
| -0.3% | -$4.47K | 0.19% | 103 |
|
|
2025
Q2 | $1.08M | Hold |
7,803
| – | – | 0.18% | 110 |
|
|
2025
Q1 | $1.08M | Sell |
7,803
-98
| -1% | -$15.2K | 0.18% | 109 |
|
|
2024
Q4 | $1.23M | Buy |
7,901
+67
| +0.9% | +$10.1K | 0.2% | 97 |
|
|
2024
Q3 | $959K | Buy |
7,834
+15
| +0.2% | +$1.75K | 0.15% | 130 |
|
|
2024
Q2 | $966K | Buy |
7,819
+21
| +0.3% | +$2.59K | 0.16% | 129 |
|
|
2024
Q1 | $1M | Buy |
+7,798
| New | +$909K | 0.16% | 127 |
|
|
2019
Q2 | – | Sell |
-6,993
| Closed | -$278K | – | 318 |
|
|
2019
Q1 | $278K | Buy |
+6,993
| New | +$374K | 0.11% | 142 |
|
|
2016
Q2 | – | Sell |
-1,350
| Closed | -$48K | – | 362 |
|
|
2016
Q1 | $48K | Sell |
1,350
-150
| -10% | -$4.6K | 0.03% | 207 |
|
|
2015
Q4 | $54K | Hold |
1,500
| – | – | 0.04% | 213 |
|
|
2015
Q3 | $49K | Hold |
1,500
| – | – | 0.03% | 230 |
|
|
2015
Q2 | $60K | Hold |
1,500
| – | – | 0.04% | 193 |
|
|
2015
Q1 | $58K | Sell |
1,500
-560
| -27% | -$20.9K | 0.04% | 189 |
|
|
2014
Q4 | $79K | Buy |
2,060
+23
| +1% | +$844 | 0.05% | 159 |
|
|
2014
Q3 | $76K | Sell |
2,037
-281
| -12% | -$9.83K | 0.05% | 163 |
|
|
2014
Q2 | $78K | Buy |
2,318
+113
| +5% | +$3.77K | 0.05% | 180 |
|
|
2014
Q1 | $72K | Buy |
2,205
+111
| +5% | +$3.88K | 0.05% | 166 |
|
|
2013
Q4 | $69K | Sell |
2,094
-75
| -3% | -$2.32K | 0.05% | 175 |
|
|
2013
Q3 | $59K | Buy |
+2,169
| New | +$62.6K | 0.05% | 159 |
|
Other funds holding RJF
VCM
VPM
