Moisand Fitzgerald Tamayo’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 | $44.3K | Hold |
289
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $40.1K | Hold |
289
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $44.9K | Sell |
289
-30
| -9% | -$4.66K | 0.01% | 200 |
|
|
2024
Q3 | $39.1K | Sell |
319
-23
| -7% | -$2.82K | 0.01% | 215 |
|
|
2024
Q2 | $42.3K | Hold |
342
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $43.9K | Hold |
342
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $38.1K | Sell |
342
-264
| -44% | -$29.4K | 0.01% | 197 |
|
|
2023
Q3 | $60.9K | Hold |
606
| – | – | 0.01% | 162 |
|
|
2023
Q2 | $62.9K | Sell |
606
-11
| -2% | -$1.14K | 0.01% | 156 |
|
|
2023
Q1 | $57.5K | Buy |
617
+11
| +2% | +$1.03K | 0.01% | 165 |
|
|
2022
Q4 | $64.8K | Sell |
606
-73
| -11% | -$7.8K | 0.01% | 154 |
|
|
2022
Q3 | $67K | Sell |
679
-65
| -9% | -$6.41K | 0.02% | 140 |
|
|
2022
Q2 | $67K | Buy |
744
+622
| +510% | +$56K | 0.02% | 143 |
|
|
2022
Q1 | $13K | Sell |
122
-502
| -80% | -$53.5K | 0.01% | 166 |
|
|
2021
Q4 | $63K | Hold |
624
| – | – | 0.02% | 133 |
|
|
2021
Q3 | $58K | Hold |
624
| – | – | 0.02% | 139 |
|
|
2021
Q2 | $54K | Hold |
624
| – | – | 0.02% | 144 |
|
|
2021
Q1 | $51K | Hold |
624
| – | – | 0.02% | 127 |
|
|
2020
Q4 | $40K | Hold |
624
| – | – | 0.02% | 138 |
|
|
2020
Q3 | $30K | Hold |
624
| – | – | 0.02% | 141 |
|
|
2020
Q2 | $29K | Hold |
624
| – | – | 0.02% | 134 |
|
|
2020
Q1 | $26K | Hold |
624
| – | – | 0.02% | 136 |
|
|
2019
Q4 | $37K | Hold |
624
| – | – | 0.02% | 131 |
|
|
2019
Q3 | $34K | Hold |
624
| – | – | 0.02% | 136 |
|
|
2019
Q2 | $35K | Hold |
624
| – | – | 0.02% | 133 |
|
|
2019
Q1 | $33K | Hold |
624
| – | – | 0.02% | 138 |
|
|
2018
Q4 | $31K | Hold |
624
| – | – | 0.02% | 129 |
|
|
2018
Q3 | $38K | Hold |
624
| – | – | 0.02% | 139 |
|
|
2018
Q2 | $37K | Hold |
624
| – | – | 0.02% | 133 |
|
|
2018
Q1 | $37K | Hold |
624
| – | – | 0.02% | 137 |
|
|
2017
Q4 | $37K | Hold |
624
| – | – | 0.02% | 120 |
|
|
2017
Q3 | $35K | Buy |
+624
| New | +$35K | 0.02% | 129 |
|
|
2016
Q2 | – | Sell |
-672
| Closed | -$21K | – | 167 |
|
|
2016
Q1 | $21K | Hold |
672
| – | – | 0.02% | 126 |
|
|
2015
Q4 | $26K | Buy |
+672
| New | +$26K | 0.02% | 115 |
|