Global Retirement Partners’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 | $91.5K | Buy |
+597
| New | +$91.5K | ﹤0.01% | 1485 |
|
|
2024
Q4 | $215K | Sell |
1,385
-157
| -10% | -$24.4K | 0.01% | 919 |
|
|
2024
Q3 | $189K | Sell |
1,542
-280
| -15% | -$34.3K | 0.01% | 934 |
|
|
2024
Q2 | $225K | Buy |
1,822
+567
| +45% | +$70.1K | 0.01% | 843 |
|
|
2024
Q1 | $161K | Buy |
1,255
+15
| +1% | +$1.93K | 0.01% | 875 |
|
|
2023
Q4 | $135K | Hold |
1,240
| – | – | 0.01% | 903 |
|
|
2023
Q3 | $121K | Buy |
1,240
+26
| +2% | +$2.53K | 0.01% | 861 |
|
|
2023
Q2 | $126K | Sell |
1,214
-14
| -1% | -$1.45K | 0.01% | 848 |
|
|
2023
Q1 | $104K | Buy |
1,228
+830
| +209% | +$70K | 0.01% | 902 |
|
|
2022
Q4 | $42.5K | Hold |
398
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q3 | $47K | Buy |
398
+44
| +12% | +$5.2K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $32K | Buy |
354
+11
| +3% | +$994 | ﹤0.01% | 1166 |
|
|
2022
Q1 | $32K | Buy |
+343
| New | +$32K | ﹤0.01% | 1173 |
|
|
2021
Q1 | – | Sell |
-57
| Closed | -$4K | – | 1868 |
|
|
2020
Q4 | $4K | Sell |
57
-38
| -40% | -$2.67K | ﹤0.01% | 1499 |
|
|
2020
Q3 | $5K | Hold |
95
| – | – | ﹤0.01% | 1332 |
|
|
2020
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 1346 |
|
|
2020
Q1 | $4K | Sell |
95
-13
| -12% | -$547 | ﹤0.01% | 1296 |
|
|
2019
Q4 | $6K | Buy |
108
+3
| +3% | +$167 | ﹤0.01% | 1297 |
|
|
2019
Q3 | $6K | Buy |
105
+22
| +27% | +$1.26K | ﹤0.01% | 1261 |
|
|
2019
Q2 | $5K | Sell |
83
-18
| -18% | -$1.08K | ﹤0.01% | 1298 |
|
|
2019
Q1 | $5K | Buy |
101
+26
| +35% | +$1.29K | ﹤0.01% | 1248 |
|
|
2018
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 1227 |
|
|
2018
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 1235 |
|
|
2018
Q2 | $4K | Sell |
75
-29
| -28% | -$1.55K | ﹤0.01% | 1262 |
|
|
2018
Q1 | $6K | Buy |
104
+57
| +121% | +$3.29K | ﹤0.01% | 1121 |
|
|
2017
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 1242 |
|