Global Financial Private Client’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 | $661K | Buy |
4,309
+11
| +0.3% | +$1.69K | 0.25% | 114 |
|
|
2025
Q1 | $597K | Buy |
4,298
+10
| +0.2% | +$1.39K | 0.23% | 110 |
|
|
2024
Q4 | $666K | Buy |
4,288
+6
| +0.1% | +$932 | 0.25% | 110 |
|
|
2024
Q3 | $524K | Hold |
4,282
| – | – | 0.2% | 127 |
|
|
2024
Q2 | $529K | Hold |
4,282
| – | – | 0.22% | 110 |
|
|
2024
Q1 | $550K | Hold |
4,282
| – | – | 0.24% | 108 |
|
|
2023
Q4 | $477K | Hold |
4,282
| – | – | 0.22% | 119 |
|
|
2023
Q3 | $420K | Hold |
4,282
| – | – | 0.22% | 109 |
|
|
2023
Q2 | $445K | Hold |
4,282
| – | – | 0.22% | 110 |
|
|
2023
Q1 | $394K | Hold |
4,282
| – | – | 0.2% | 109 |
|
|
2022
Q4 | $458K | Hold |
4,282
| – | – | 0.26% | 89 |
|
|
2022
Q3 | $434K | Sell |
4,282
-405
| -9% | -$41.1K | 0.25% | 94 |
|
|
2022
Q2 | $418K | Buy |
4,687
+405
| +9% | +$36.1K | 0.24% | 90 |
|
|
2022
Q1 | $466K | Hold |
4,282
| – | – | 0.23% | 96 |
|
|
2021
Q4 | $430K | Hold |
4,282
| – | – | 0.21% | 97 |
|
|
2021
Q3 | $405K | Sell |
4,282
-1
| -0% | -$95 | 0.21% | 103 |
|
|
2021
Q2 | $376K | Hold |
4,283
| – | – | 0.21% | 101 |
|
|
2021
Q1 | $361K | Hold |
4,283
| – | – | 0.26% | 83 |
|
|
2020
Q4 | $273K | Buy |
4,283
+8
| +0.2% | +$510 | 0.22% | 83 |
|
|
2020
Q3 | $207K | Hold |
4,275
| – | – | 0.18% | 95 |
|
|
2020
Q2 | $191K | Hold |
4,275
| – | – | 0.17% | 111 |
|
|
2020
Q1 | $168K | Hold |
4,275
| – | – | 0.18% | 104 |
|
|
2019
Q4 | $255K | Buy |
+4,275
| New | +$255K | 0.21% | 98 |
|