Principal Street Partners’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 | $716K | Sell |
4,671
-182
| -4% | -$27.9K | 0.07% | 155 |
|
|
2025
Q1 | $674K | Buy |
4,853
+34
| +0.7% | +$4.72K | 0.13% | 104 |
|
|
2024
Q4 | $749K | Sell |
4,819
-453
| -9% | -$70.4K | 0.15% | 96 |
|
|
2024
Q3 | $646K | Hold |
5,272
| – | – | 0.11% | 117 |
|
|
2024
Q2 | $652K | Sell |
5,272
-147
| -3% | -$18.2K | 0.12% | 106 |
|
|
2024
Q1 | $695K | Buy |
5,419
+672
| +14% | +$86.2K | 0.13% | 105 |
|
|
2023
Q4 | $529K | Sell |
4,747
-81
| -2% | -$9.03K | 0.13% | 111 |
|
|
2023
Q3 | $485K | Buy |
4,828
+53
| +1% | +$5.32K | 0.1% | 153 |
|
|
2023
Q2 | $496K | Buy |
4,775
+578
| +14% | +$60K | 0.12% | 122 |
|
|
2023
Q1 | $392K | Sell |
4,197
-1,867
| -31% | -$174K | 0.1% | 145 |
|
|
2022
Q4 | $648K | Sell |
6,064
-652
| -10% | -$69.7K | 0.16% | 93 |
|
|
2022
Q3 | $664K | Buy |
6,716
+236
| +4% | +$23.3K | 0.18% | 100 |
|
|
2022
Q2 | $579K | Sell |
6,480
-803
| -11% | -$71.8K | 0.15% | 111 |
|
|
2022
Q1 | $801K | Buy |
7,283
+436
| +6% | +$48K | 0.18% | 93 |
|
|
2021
Q4 | $687K | Sell |
6,847
-1,677
| -20% | -$168K | 0.17% | 114 |
|
|
2021
Q3 | $787K | Sell |
8,524
-845
| -9% | -$78K | 0.21% | 80 |
|
|
2021
Q2 | $811K | Sell |
9,369
-10,350
| -52% | -$896K | 0.21% | 93 |
|
|
2021
Q1 | $1.61M | Buy |
19,719
+10,999
| +126% | +$899K | 0.21% | 90 |
|
|
2020
Q4 | $556K | Sell |
8,720
-567
| -6% | -$36.2K | 0.17% | 103 |
|
|
2020
Q3 | $450K | Hold |
9,287
| – | – | 0.16% | 97 |
|
|
2020
Q2 | $426K | Hold |
9,287
| – | – | 0.16% | 88 |
|
|
2020
Q1 | $391K | Buy |
9,287
+470
| +5% | +$19.8K | 0.16% | 95 |
|
|
2019
Q4 | $526K | Sell |
8,817
-216
| -2% | -$12.9K | 0.12% | 134 |
|
|
2019
Q3 | $497K | Hold |
9,033
| – | – | 0.12% | 112 |
|
|
2019
Q2 | $511K | Buy |
+9,033
| New | +$511K | 0.28% | 95 |
|