MC
Montag & Caldwell’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
10,426
+180
| +2% | +$27.6K | 0.35% | 35 |
|
|
2025
Q1 | $1.42M | Hold |
10,246
| – | – | 0.33% | 35 |
|
|
2024
Q4 | $1.59M | Sell |
10,246
-11
| -0.1% | -$1.71K | 0.34% | 35 |
|
|
2024
Q3 | $1.26M | Buy |
10,257
+10
| +0.1% | +$1.23K | 0.26% | 41 |
|
|
2024
Q2 | $1.27M | Buy |
10,247
+18
| +0.2% | +$2.23K | 0.26% | 42 |
|
|
2024
Q1 | $1.31M | Buy |
10,229
+458
| +5% | +$58.8K | 0.23% | 39 |
|
|
2023
Q4 | $1.09M | Sell |
9,771
-36
| -0.4% | -$4.01K | 0.19% | 41 |
|
|
2023
Q3 | $985K | Buy |
9,807
+89
| +0.9% | +$8.94K | 0.13% | 43 |
|
|
2023
Q2 | $1.01M | Hold |
9,718
| – | – | 0.12% | 45 |
|
|
2023
Q1 | $906K | Sell |
9,718
-21
| -0.2% | -$1.96K | 0.12% | 43 |
|
|
2022
Q4 | $1.04M | Sell |
9,739
-175
| -2% | -$18.7K | 0.15% | 38 |
|
|
2022
Q3 | $980K | Buy |
9,914
+114
| +1% | +$11.3K | 0.15% | 39 |
|
|
2022
Q2 | $876K | Buy |
9,800
+287
| +3% | +$25.7K | 0.13% | 44 |
|
|
2022
Q1 | $1.05M | Buy |
9,513
+3,662
| +63% | +$403K | 0.12% | 38 |
|
|
2021
Q4 | $587K | Buy |
+5,851
| New | +$587K | 0.06% | 54 |
|
|
2020
Q1 | – | Sell |
-5,519
| Closed | -$494K | – | 77 |
|
|
2019
Q4 | $494K | Buy |
5,519
+1,617
| +41% | +$145K | 0.02% | 50 |
|
|
2019
Q3 | $322K | Buy |
3,902
+270
| +7% | +$22.3K | 0.02% | 62 |
|
|
2019
Q2 | $307K | Hold |
3,632
| – | – | 0.02% | 62 |
|
|
2019
Q1 | $292K | Buy |
3,632
+146
| +4% | +$11.7K | 0.02% | 66 |
|
|
2018
Q4 | $259K | Buy |
3,486
+518
| +17% | +$38.5K | 0.01% | 68 |
|
|
2018
Q3 | $273K | Sell |
2,968
-2,424
| -45% | -$223K | 0.01% | 60 |
|
|
2018
Q2 | $482K | Sell |
5,392
-30
| -0.6% | -$2.68K | 0.02% | 58 |
|
|
2018
Q1 | $485K | Buy |
5,422
+691
| +15% | +$61.8K | 0.02% | 55 |
|
|
2017
Q4 | $422K | Buy |
4,731
+170
| +4% | +$15.2K | 0.01% | 61 |
|
|
2017
Q3 | $385K | Sell |
4,561
-90
| -2% | -$7.6K | 0.01% | 64 |
|
|
2017
Q2 | $373K | Sell |
4,651
-6,810
| -59% | -$546K | 0.01% | 63 |
|
|
2017
Q1 | $874K | Sell |
11,461
-7,150
| -38% | -$545K | 0.03% | 52 |
|
|
2016
Q4 | $1.29M | Buy |
18,611
+680
| +4% | +$47.1K | 0.03% | 33 |
|
|
2016
Q3 | $1.04M | Sell |
17,931
-1,080
| -6% | -$62.9K | 0.02% | 40 |
|
|
2016
Q2 | $937K | Buy |
19,011
+90
| +0.5% | +$4.44K | 0.02% | 48 |
|
|
2016
Q1 | $901K | Sell |
18,921
-70
| -0.4% | -$3.33K | 0.02% | 53 |
|
|
2015
Q4 | $1.1M | Buy |
18,991
+365
| +2% | +$21.2K | 0.02% | 44 |
|
|
2015
Q3 | $924K | Buy |
18,626
+420
| +2% | +$20.8K | 0.02% | 50 |
|
|
2015
Q2 | $1.09M | Sell |
18,206
-1,220
| -6% | -$72.7K | 0.02% | 45 |
|
|
2015
Q1 | $1.1M | Buy |
19,426
+3,836
| +25% | +$218K | 0.01% | 50 |
|
|
2014
Q4 | $893K | Sell |
15,590
-1,250
| -7% | -$71.6K | 0.01% | 57 |
|
|
2014
Q3 | $902K | Sell |
16,840
-8,300
| -33% | -$445K | 0.01% | 53 |
|
|
2014
Q2 | $1.28M | Sell |
25,140
-130
| -0.5% | -$6.59K | 0.01% | 52 |
|
|
2014
Q1 | $1.41M | Sell |
25,270
-220
| -0.9% | -$12.3K | 0.01% | 45 |
|
|
2013
Q4 | $1.33M | Sell |
25,490
-2,420
| -9% | -$126K | 0.01% | 52 |
|
|
2013
Q3 | $1.16M | Buy |
27,910
+3,050
| +12% | +$127K | 0.01% | 62 |
|
|
2013
Q2 | $1.07M | Buy |
+24,860
| New | +$1.07M | 0.01% | 52 |
|