Pinnacle Wealth Planning Services’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 | $211K | Sell |
1,379
-125
| -8% | -$19.2K | 0.03% | 409 |
|
|
2025
Q1 | $209K | Buy |
1,504
+53
| +4% | +$7.36K | 0.03% | 354 |
|
|
2024
Q4 | $225K | Sell |
1,451
-660
| -31% | -$103K | 0.03% | 334 |
|
|
2024
Q3 | $259K | Sell |
2,111
-1
| -0% | -$122 | 0.04% | 351 |
|
|
2024
Q2 | $261K | Sell |
2,112
-16
| -0.8% | -$1.98K | 0.04% | 328 |
|
|
2024
Q1 | $273K | Hold |
2,128
| – | – | 0.04% | 325 |
|
|
2023
Q4 | $237K | Buy |
2,128
+14
| +0.7% | +$1.56K | 0.04% | 338 |
|
|
2023
Q3 | $212K | Hold |
2,114
| – | – | 0.04% | 347 |
|
|
2023
Q2 | $219K | Sell |
2,114
-115
| -5% | -$11.9K | 0.04% | 356 |
|
|
2023
Q1 | $208K | Sell |
2,229
-28
| -1% | -$2.61K | 0.03% | 386 |
|
|
2022
Q4 | $241K | Buy |
2,257
+17
| +0.8% | +$1.82K | 0.04% | 309 |
|
|
2022
Q3 | $221K | Buy |
+2,240
| New | +$221K | 0.04% | 306 |
|
|
2021
Q1 | – | Sell |
-342
| Closed | -$22K | – | 1598 |
|
|
2020
Q4 | $22K | Buy |
+342
| New | +$22K | 0.01% | 1122 |
|