Personal CFO Solutions’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 | $203K | Buy |
+1,326
| New | +$203K | 0.04% | 466 |
|
|
2024
Q4 | – | Sell |
-2,493
| Closed | -$305K | – | 582 |
|
|
2024
Q3 | $305K | Buy |
2,493
+5
| +0.2% | +$612 | 0.04% | 419 |
|
|
2024
Q2 | $307K | Sell |
2,488
-418
| -14% | -$51.7K | 0.05% | 373 |
|
|
2024
Q1 | $373K | Buy |
2,906
+277
| +11% | +$35.6K | 0.06% | 335 |
|
|
2023
Q4 | $293K | Buy |
2,629
+600
| +30% | +$66.9K | 0.05% | 380 |
|
|
2023
Q3 | $204K | Buy |
2,029
+39
| +2% | +$3.92K | 0.04% | 431 |
|
|
2023
Q2 | $206K | Buy |
+1,990
| New | +$206K | 0.04% | 437 |
|
|
2022
Q3 | – | Sell |
-2,829
| Closed | -$253K | – | 459 |
|
|
2022
Q2 | $253K | Sell |
2,829
-124
| -4% | -$11.1K | 0.06% | 315 |
|
|
2022
Q1 | $325K | Buy |
+2,953
| New | +$325K | 0.06% | 298 |
|