Geneos Wealth Management’s Raymond James Financial RJF Stock Holding History

Geneos Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.76K	Buy	18 +9	+100%	+$1.38K	﹤0.01%	2743
2025 Q1	$3.75K	Hold	9	–	–	﹤0.01%	2831
2024 Q4	$1.4K	Hold	9	–	–	﹤0.01%	2691
2024 Q3	$1.1K	Sell	9 -12	-57%	-$1.47K	﹤0.01%	2429
2024 Q2	$2.6K	Sell	21 -19	-48%	-$2.35K	﹤0.01%	1842
2024 Q1	$5.14K	Buy	40 +19	+90%	+$2.44K	﹤0.01%	1705
2023 Q4	$2.34K	Hold	21	–	–	﹤0.01%	1891
2023 Q3	$2.11K	Hold	21	–	–	﹤0.01%	1925
2023 Q2	$2.18K	Hold	21	–	–	﹤0.01%	1913
2023 Q1	$1.96K	Sell	21 -379	-95%	-$35.4K	﹤0.01%	1903
2022 Q4	$42.7K	Hold	400	–	–	﹤0.01%	1104
2022 Q3	$39K	Sell	400 -742	-65%	-$72.3K	﹤0.01%	1107
2022 Q2	$101K	Sell	1,142 -353	-24%	-$31.2K	0.01%	1006
2022 Q1	$164K	Buy	1,495 +753	+101%	+$82.6K	0.01%	883
2021 Q4	$74K	Hold	742	–	–	﹤0.01%	1298
2021 Q3	$70K	Sell	742 -1	-0.1%	-$94	﹤0.01%	1330
2021 Q2	$65K	Sell	743 -750	-50%	-$65.6K	﹤0.01%	1360
2021 Q1	$130K	Hold	1,493	–	–	﹤0.01%	1178
2020 Q4	$61K	Buy	1,493 +750	+101%	+$30.6K	﹤0.01%	1358
2020 Q3	$35K	Hold	743	–	–	﹤0.01%	1399
2020 Q2	$32K	Sell	743 -18	-2%	-$775	﹤0.01%	1422
2020 Q1	$31K	Hold	761	–	–	﹤0.01%	1326
2019 Q4	$45K	Hold	761	–	–	﹤0.01%	1319
2019 Q3	$42K	Hold	761	–	–	﹤0.01%	1278
2019 Q2	$42K	Hold	761	–	–	﹤0.01%	1281
2019 Q1	$40K	Buy	761 +18	+2%	+$946	﹤0.01%	1252
2018 Q4	$36K	Hold	743	–	–	﹤0.01%	1253
2018 Q3	$45K	Hold	743	–	–	﹤0.01%	1217
2018 Q2	$44K	Hold	743	–	–	﹤0.01%	1104
2018 Q1	$44K	Hold	743	–	–	﹤0.01%	1048
2017 Q4	$44K	Hold	743	–	–	﹤0.01%	1063
2017 Q3	$41K	Hold	743	–	–	﹤0.01%	1054
2017 Q2	$39K	Sell	743 -22	-3%	-$1.16K	﹤0.01%	1030
2017 Q1	$38K	Hold	765	–	–	﹤0.01%	990
2016 Q4	$35K	Hold	765	–	–	﹤0.01%	968
2016 Q3	$29K	Buy	765 +22	+3%	+$834	﹤0.01%	999
2016 Q2	$24K	Hold	743	–	–	﹤0.01%	1058
2016 Q1	$23K	Buy	+743	New	+$23K	﹤0.01%	1050