New England Professional Planning Group’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 | $6.89M | Buy |
44,910
+166
| +0.4% | +$25.5K | 3.14% | 5 |
|
|
2025
Q1 | $6.22M | Buy |
44,744
+138
| +0.3% | +$19.2K | 3.09% | 5 |
|
|
2024
Q4 | $6.93M | Buy |
44,606
+1,648
| +4% | +$256K | 3.45% | 5 |
|
|
2024
Q3 | $5.26M | Buy |
42,958
+158
| +0.4% | +$19.3K | 2.6% | 5 |
|
|
2024
Q2 | $5.29M | Buy |
42,800
+156
| +0.4% | +$19.3K | 2.78% | 5 |
|
|
2024
Q1 | $5.48M | Buy |
42,644
+176
| +0.4% | +$22.6K | 2.86% | 5 |
|
|
2023
Q4 | $4.74M | Buy |
42,468
+3,167
| +8% | +$353K | 2.69% | 5 |
|
|
2023
Q3 | $3.95M | Buy |
39,301
+156
| +0.4% | +$15.7K | 2.44% | 5 |
|
|
2023
Q2 | $4.06M | Buy |
39,145
+175
| +0.4% | +$18.2K | 2.39% | 5 |
|
|
2023
Q1 | $3.59M | Buy |
38,970
+143
| +0.4% | +$13.2K | 2.17% | 5 |
|
|
2022
Q4 | $4.15M | Buy |
38,827
+2,371
| +7% | +$253K | 2.33% | 6 |
|
|
2022
Q3 | $3.6M | Buy |
36,456
+143
| +0.4% | +$14.1K | 2.57% | 5 |
|
|
2022
Q2 | $3.25M | Buy |
36,313
+109
| +0.3% | +$9.75K | 2.25% | 5 |
|
|
2022
Q1 | $3.94M | Buy |
36,204
+114
| +0.3% | +$12.4K | 2.36% | 5 |
|
|
2021
Q4 | $0 | Buy |
36,090
+2,250
| +7% | – | ﹤0.01% | 51 |
|
|
2021
Q3 | $3.34M | Buy |
33,840
+90
| +0.3% | +$8.87K | 1.98% | 6 |
|
|
2021
Q2 | $3.12M | Hold |
33,750
| – | – | 1.88% | 7 |
|
|
2021
Q1 | $3.07M | Hold |
33,750
| – | – | 1.88% | 6 |
|
|
2020
Q4 | $2.15M | Hold |
33,750
| – | – | 1.52% | 7 |
|
|
2020
Q3 | $1.74M | Buy |
33,750
+2,250
| +7% | +$116K | 1.39% | 6 |
|
|
2020
Q2 | $1.6M | Hold |
31,500
| – | – | 1.23% | 6 |
|
|
2020
Q1 | $1.31M | Buy |
+31,500
| New | +$1.31M | 1.22% | 7 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6 |
|
|
2018
Q3 | $1.59M | Hold |
25,950
| – | – | 1.83% | 7 |
|
|
2018
Q2 | $1.55M | Sell |
25,950
-300
| -1% | -$17.9K | 1.98% | 7 |
|
|
2018
Q1 | $1.57M | Hold |
26,250
| – | – | 2.09% | 6 |
|
|
2017
Q4 | $1.59M | Buy |
+26,250
| New | +$1.59M | 1.94% | 9 |
|
|
2016
Q2 | $626K | Hold |
17,250
| – | – | 0.7% | 18 |
|
|
2016
Q1 | $550K | Hold |
17,250
| – | – | 0.55% | 20 |
|
|
2015
Q4 | $667K | Buy |
17,250
+3,750
| +28% | +$145K | 0.74% | 16 |
|
|
2015
Q3 | $519K | Hold |
13,500
| – | – | 0.59% | 20 |
|
|
2015
Q2 | $536K | Hold |
13,500
| – | – | 0.7% | 18 |
|
|
2015
Q1 | $519K | Hold |
13,500
| – | – | 0.7% | 14 |
|
|
2014
Q4 | $480K | Buy |
+13,500
| New | +$480K | 0.71% | 16 |
|