Freedom Investment Management’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,308
Closed -$655K 750
2023
Q2
$655K Sell
6,308
-137
-2% -$14.2K 0.07% 333
2023
Q1
$601K Sell
6,445
-614
-9% -$57.3K 0.07% 352
2022
Q4
$754K Sell
7,059
-404
-5% -$43.2K 0.08% 306
2022
Q3
$737K Buy
7,463
+7
+0.1% +$692 0.09% 305
2022
Q2
$667K Sell
7,456
-1,519
-17% -$136K 0.07% 351
2022
Q1
$986K Sell
8,975
-2,996
-25% -$329K 0.09% 296
2021
Q4
$1.2M Buy
+11,971
New +$1.2M 0.09% 293
2018
Q4
Sell
-29,801
Closed -$1.86M 881
2018
Q3
$1.86M Sell
29,801
-1,782
-6% -$111K 0.12% 173
2018
Q2
$1.88M Buy
31,583
+4,787
+18% +$285K 0.11% 180
2018
Q1
$1.6M Buy
26,796
+1,624
+6% +$96.8K 0.08% 231
2017
Q4
$1.5M Buy
25,172
+969
+4% +$57.7K 0.08% 233
2017
Q3
$1.36M Buy
24,203
+2,015
+9% +$113K 0.07% 234
2017
Q2
$1.19M Buy
22,188
+1,042
+5% +$55.7K 0.07% 251
2017
Q1
$1.08M Buy
21,146
+7,445
+54% +$378K 0.06% 276
2016
Q4
$633K Buy
+13,701
New +$633K 0.04% 409