IFP Advisors’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 | $397K | Sell |
2,258
-58
| -3% | -$10.2K | 0.01% | 933 |
|
|
2025
Q1 | $322K | Sell |
2,316
-345
| -13% | -$47.9K | 0.01% | 956 |
|
|
2024
Q4 | $413K | Sell |
2,661
-1,342
| -34% | -$208K | 0.01% | 810 |
|
|
2024
Q3 | $490K | Buy |
4,003
+299
| +8% | +$36.6K | 0.02% | 706 |
|
|
2024
Q2 | $458K | Buy |
3,704
+355
| +11% | +$43.9K | 0.02% | 689 |
|
|
2024
Q1 | $430K | Sell |
3,349
-224
| -6% | -$28.8K | 0.02% | 660 |
|
|
2023
Q4 | $399K | Sell |
3,573
-257
| -7% | -$28.7K | 0.02% | 659 |
|
|
2023
Q3 | $385K | Sell |
3,830
-140
| -4% | -$14.1K | 0.02% | 690 |
|
|
2023
Q2 | $412K | Buy |
3,970
+1,928
| +94% | +$200K | 0.02% | 719 |
|
|
2023
Q1 | $200K | Sell |
2,042
-46,926
| -96% | -$4.6M | 0.01% | 949 |
|
|
2022
Q4 | $4.81M | Sell |
48,968
-1,688
| -3% | -$166K | 0.13% | 154 |
|
|
2022
Q3 | $4.98M | Buy |
50,656
+1,015
| +2% | +$99.7K | 0.13% | 161 |
|
|
2022
Q2 | $4.88M | Hold |
49,641
| – | – | 0.16% | 145 |
|
|
2022
Q1 | $4.88M | Buy |
49,641
+43,539
| +714% | +$4.28M | 0.16% | 145 |
|
|
2021
Q4 | $613K | Sell |
6,102
-17
| -0.3% | -$1.71K | 0.01% | 519 |
|
|
2021
Q3 | $565K | Sell |
6,119
-18
| -0.3% | -$1.66K | 0.01% | 534 |
|
|
2021
Q2 | $531K | Buy |
6,137
+90
| +1% | +$7.79K | 0.01% | 529 |
|
|
2021
Q1 | $494K | Sell |
6,047
-294
| -5% | -$24K | 0.01% | 526 |
|
|
2020
Q4 | $404K | Sell |
6,341
-72
| -1% | -$4.59K | 0.02% | 566 |
|
|
2020
Q3 | $310K | Sell |
6,413
-421
| -6% | -$20.4K | 0.02% | 561 |
|
|
2020
Q2 | $311K | Buy |
6,834
+186
| +3% | +$8.46K | 0.02% | 531 |
|
|
2020
Q1 | $286K | Buy |
6,648
+477
| +8% | +$20.5K | 0.03% | 467 |
|
|
2019
Q4 | $372K | Sell |
6,171
-588
| -9% | -$35.4K | 0.03% | 491 |
|
|
2019
Q3 | $378K | Buy |
+6,759
| New | +$378K | 0.03% | 563 |
|
|
2019
Q1 | $28K | Sell |
513
-6,581
| -93% | -$359K | ﹤0.01% | 1196 |
|
|
2018
Q4 | $349K | Sell |
7,094
-732
| -9% | -$36K | 0.02% | 657 |
|
|
2018
Q3 | $480K | Sell |
7,826
-861
| -10% | -$52.8K | 0.02% | 673 |
|
|
2018
Q2 | $517K | Buy |
8,687
+21
| +0.2% | +$1.25K | 0.02% | 646 |
|
|
2018
Q1 | $516K | Hold |
8,666
| – | – | 0.02% | 612 |
|
|
2017
Q4 | $516K | Sell |
8,666
-738
| -8% | -$43.9K | 0.02% | 611 |
|
|
2017
Q3 | $529K | Sell |
9,404
-705
| -7% | -$39.7K | 0.02% | 669 |
|
|
2017
Q2 | $541K | Sell |
10,109
-225
| -2% | -$12K | 0.02% | 652 |
|
|
2017
Q1 | $525K | Buy |
10,334
+1,730
| +20% | +$87.9K | 0.02% | 653 |
|
|
2016
Q4 | $397K | Buy |
8,604
+5,646
| +191% | +$261K | 0.02% | 723 |
|
|
2016
Q3 | $115K | Buy |
2,958
+709
| +32% | +$27.6K | 0.01% | 1287 |
|
|
2016
Q2 | $74K | Buy |
2,249
+1,736
| +338% | +$57.1K | ﹤0.01% | 1516 |
|
|
2016
Q1 | $28K | Sell |
513
-3,585
| -87% | -$196K | ﹤0.01% | 1196 |
|
|
2015
Q4 | $158K | Buy |
+4,098
| New | +$158K | 0.01% | 944 |
|