Moseley Investment Management’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 | $219K | Buy |
+1,425
| New | +$219K | 0.08% | 152 |
|
|
2025
Q1 | – | Sell |
-1,425
| Closed | -$221K | – | 156 |
|
|
2024
Q4 | $221K | Buy |
+1,425
| New | +$221K | 0.09% | 139 |
|
|
2024
Q3 | – | Sell |
-1,645
| Closed | -$203K | – | 157 |
|
|
2024
Q2 | $203K | Hold |
1,645
| – | – | 0.09% | 142 |
|
|
2024
Q1 | $211K | Sell |
1,645
-887
| -35% | -$114K | 0.1% | 140 |
|
|
2023
Q4 | $282K | Sell |
2,532
-93
| -4% | -$10.4K | 0.16% | 117 |
|
|
2023
Q3 | $264K | Sell |
2,625
-116
| -4% | -$11.7K | 0.16% | 121 |
|
|
2023
Q2 | $284K | Hold |
2,741
| – | – | 0.17% | 113 |
|
|
2023
Q1 | $256K | Sell |
2,741
-30
| -1% | -$2.8K | 0.17% | 120 |
|
|
2022
Q4 | $296K | Sell |
2,771
-200
| -7% | -$21.4K | 0.21% | 107 |
|
|
2022
Q3 | $294K | Hold |
2,971
| – | – | 0.22% | 106 |
|
|
2022
Q2 | $266K | Hold |
2,971
| – | – | 0.19% | 122 |
|
|
2022
Q1 | $327K | Hold |
2,971
| – | – | 0.18% | 126 |
|
|
2021
Q4 | $298K | Hold |
2,971
| – | – | 0.14% | 145 |
|
|
2021
Q3 | $281K | Sell |
2,971
-605
| -17% | -$57.2K | 0.14% | 143 |
|
|
2021
Q2 | $310K | Sell |
3,576
-138
| -4% | -$12K | 0.15% | 134 |
|
|
2021
Q1 | $303K | Hold |
3,714
| – | – | 0.17% | 121 |
|
|
2020
Q4 | $237K | Buy |
+3,714
| New | +$237K | 0.14% | 137 |
|
|
2020
Q1 | – | Sell |
-3,714
| Closed | -$222K | – | 126 |
|
|
2019
Q4 | $222K | Hold |
3,714
| – | – | 0.22% | 113 |
|
|
2019
Q3 | $204K | Hold |
3,714
| – | – | 0.21% | 110 |
|
|
2019
Q2 | $209K | Buy |
+3,714
| New | +$209K | 0.19% | 121 |
|