Integrated Investment Consultants’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 | $307K | Buy |
+2,001
| New | +$307K | 0.06% | 231 |
|
|
2022
Q4 | – | Sell |
-5,124
| Closed | -$506K | – | 255 |
|
|
2022
Q3 | $506K | Hold |
5,124
| – | – | 0.2% | 77 |
|
|
2022
Q2 | $458K | Sell |
5,124
-73
| -1% | -$6.53K | 0.17% | 93 |
|
|
2022
Q1 | $571K | Buy |
5,197
+125
| +2% | +$13.7K | 0.16% | 106 |
|
|
2021
Q4 | $509K | Sell |
5,072
-6
| -0.1% | -$602 | 0.14% | 132 |
|
|
2021
Q3 | $469K | Buy |
5,078
+51
| +1% | +$4.71K | 0.14% | 129 |
|
|
2021
Q2 | $435K | Sell |
5,027
-6
| -0.1% | -$519 | 0.13% | 146 |
|
|
2021
Q1 | $411K | Buy |
5,033
+269
| +6% | +$22K | 0.14% | 137 |
|
|
2020
Q4 | $304K | Buy |
4,764
+10
| +0.2% | +$638 | 0.11% | 165 |
|
|
2020
Q3 | $231K | Buy |
+4,754
| New | +$231K | 0.11% | 172 |
|
|
2019
Q1 | – | Sell |
-4,500
| Closed | -$224K | – | 168 |
|
|
2018
Q4 | $224K | Sell |
4,500
-218
| -5% | -$10.9K | 0.12% | 129 |
|
|
2018
Q3 | $289K | Buy |
4,718
+188
| +4% | +$11.5K | 0.14% | 110 |
|
|
2018
Q2 | $270K | Sell |
4,530
-195
| -4% | -$11.6K | 0.14% | 110 |
|
|
2018
Q1 | $282K | Buy |
+4,725
| New | +$282K | 0.11% | 125 |
|
|
2017
Q3 | $280K | Hold |
4,985
| – | – | 0.12% | 106 |
|
|
2017
Q2 | $267K | Hold |
4,985
| – | – | 0.12% | 108 |
|
|
2017
Q1 | $253K | Hold |
4,985
| – | – | 0.12% | 112 |
|
|
2016
Q4 | $230K | Sell |
4,985
-13
| -0.3% | -$600 | 0.11% | 121 |
|
|
2016
Q3 | $191K | Sell |
4,998
-51
| -1% | -$1.95K | 0.1% | 141 |
|
|
2016
Q2 | $166K | Sell |
5,049
-5
| -0.1% | -$164 | 0.09% | 161 |
|
|
2016
Q1 | $150K | Buy |
+5,054
| New | +$150K | 0.09% | 156 |
|