FAM
Formidable Asset Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
7,803
| – | – | 0.18% | 110 |
|
|
2025
Q1 | $1.08M | Sell |
7,803
-98
| -1% | -$13.6K | 0.18% | 109 |
|
|
2024
Q4 | $1.23M | Buy |
7,901
+67
| +0.9% | +$10.4K | 0.2% | 97 |
|
|
2024
Q3 | $959K | Buy |
7,834
+15
| +0.2% | +$1.84K | 0.15% | 130 |
|
|
2024
Q2 | $966K | Buy |
7,819
+21
| +0.3% | +$2.6K | 0.16% | 129 |
|
|
2024
Q1 | $1M | Buy |
+7,798
| New | +$1M | 0.16% | 127 |
|
|
2019
Q2 | – | Sell |
-4,662
| Closed | -$278K | – | 318 |
|
|
2019
Q1 | $278K | Buy |
+4,662
| New | +$278K | 0.11% | 141 |
|
|
2016
Q2 | – | Sell |
-900
| Closed | -$48K | – | 362 |
|
|
2016
Q1 | $48K | Sell |
900
-100
| -10% | -$5.33K | 0.03% | 207 |
|
|
2015
Q4 | $54K | Hold |
1,000
| – | – | 0.04% | 213 |
|
|
2015
Q3 | $49K | Hold |
1,000
| – | – | 0.03% | 230 |
|
|
2015
Q2 | $60K | Hold |
1,000
| – | – | 0.04% | 193 |
|
|
2015
Q1 | $58K | Sell |
1,000
-373
| -27% | -$21.6K | 0.04% | 189 |
|
|
2014
Q4 | $79K | Buy |
1,373
+15
| +1% | +$863 | 0.05% | 159 |
|
|
2014
Q3 | $76K | Sell |
1,358
-187
| -12% | -$10.5K | 0.05% | 163 |
|
|
2014
Q2 | $78K | Buy |
1,545
+75
| +5% | +$3.79K | 0.05% | 180 |
|
|
2014
Q1 | $72K | Buy |
1,470
+74
| +5% | +$3.62K | 0.05% | 166 |
|
|
2013
Q4 | $69K | Sell |
1,396
-50
| -3% | -$2.47K | 0.05% | 175 |
|
|
2013
Q3 | $59K | Buy |
+1,446
| New | +$59K | 0.05% | 159 |
|