PSI Advisors’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 | – | Sell |
-1,157
| Closed | -$161K | – | 562 |
|
|
2025
Q1 | $161K | Hold |
1,157
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $180K | Hold |
1,157
| – | – | 0.05% | 134 |
|
|
2024
Q3 | $142K | Hold |
1,157
| – | – | 0.04% | 153 |
|
|
2024
Q2 | $143K | Hold |
1,157
| – | – | 0.05% | 149 |
|
|
2024
Q1 | $149K | Hold |
1,157
| – | – | 0.05% | 146 |
|
|
2023
Q4 | $129K | Hold |
1,157
| – | – | 0.05% | 159 |
|
|
2023
Q3 | $116K | Hold |
1,157
| – | – | 0.05% | 165 |
|
|
2023
Q2 | $120K | Hold |
1,157
| – | – | 0.05% | 153 |
|
|
2023
Q1 | $108K | Hold |
1,157
| – | – | 0.05% | 151 |
|
|
2022
Q4 | $124K | Sell |
1,157
-2,250
| -66% | -$240K | 0.07% | 138 |
|
|
2022
Q3 | $337K | Hold |
3,407
| – | – | 0.18% | 87 |
|
|
2022
Q2 | $305K | Hold |
3,407
| – | – | 0.15% | 102 |
|
|
2022
Q1 | $374K | Hold |
3,407
| – | – | 0.15% | 105 |
|
|
2021
Q4 | $342K | Buy |
3,407
+407
| +14% | +$40.9K | 0.14% | 112 |
|
|
2021
Q3 | $277K | Hold |
3,000
| – | – | 0.13% | 124 |
|
|
2021
Q2 | $259K | Hold |
3,000
| – | – | 0.14% | 119 |
|
|
2021
Q1 | $245K | Buy |
+3,000
| New | +$245K | 0.14% | 116 |
|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$196K | – | 484 |
|
|
2019
Q4 | $196K | Buy |
+3,300
| New | +$196K | 0.13% | 129 |
|