Harrell Investment 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 | $639K | Buy |
4,169
+16
| +0.4% | +$2.45K | 0.16% | 87 |
|
|
2025
Q1 | $577K | Buy |
4,153
+13
| +0.3% | +$1.81K | 0.17% | 75 |
|
|
2024
Q4 | $643K | Sell |
4,140
-210
| -5% | -$32.6K | 0.18% | 71 |
|
|
2024
Q3 | $533K | Buy |
4,350
+16
| +0.4% | +$1.96K | 0.15% | 71 |
|
|
2024
Q2 | $536K | Sell |
4,334
-42
| -1% | -$5.19K | 0.16% | 73 |
|
|
2024
Q1 | $562K | Sell |
4,376
-310
| -7% | -$39.8K | 0.17% | 69 |
|
|
2023
Q4 | $523K | Buy |
4,686
+19
| +0.4% | +$2.12K | 0.16% | 72 |
|
|
2023
Q3 | $458K | Sell |
4,667
-126
| -3% | -$12.4K | 0.16% | 73 |
|
|
2023
Q2 | $497K | Sell |
4,793
-3,100
| -39% | -$322K | 0.17% | 71 |
|
|
2023
Q1 | $819K | Buy |
7,893
+7
| +0.1% | +$727 | 0.29% | 62 |
|
|
2022
Q4 | $843K | Sell |
7,886
-690
| -8% | -$73.7K | 0.33% | 61 |
|
|
2022
Q3 | $848K | Sell |
8,576
-1,545
| -15% | -$153K | 0.35% | 59 |
|
|
2022
Q2 | $905K | Buy |
10,121
+6
| +0.1% | +$537 | 0.37% | 61 |
|
|
2022
Q1 | $1.11M | Sell |
10,115
-298
| -3% | -$32.8K | 0.39% | 63 |
|
|
2021
Q4 | $1.05M | Sell |
10,413
-595
| -5% | -$59.7K | 0.32% | 66 |
|
|
2021
Q3 | $1.02M | Sell |
11,008
-1
| -0% | -$92 | 0.33% | 70 |
|
|
2021
Q2 | $953K | Hold |
11,009
| – | – | 0.31% | 69 |
|
|
2021
Q1 | $899K | Sell |
11,009
-1,729
| -14% | -$141K | 0.32% | 70 |
|
|
2020
Q4 | $812K | Sell |
12,738
-207
| -2% | -$13.2K | 0.31% | 69 |
|
|
2020
Q3 | $627K | Hold |
12,945
| – | – | 0.27% | 67 |
|
|
2020
Q2 | $594K | Hold |
12,945
| – | – | 0.3% | 63 |
|
|
2020
Q1 | $545K | Sell |
12,945
-2,058
| -14% | -$86.6K | 0.3% | 70 |
|
|
2019
Q4 | $895K | Buy |
+15,003
| New | +$895K | 0.41% | 65 |
|