RBA Wealth Management’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 | $234K | Sell |
1,523
-44
| -3% | -$6.75K | 0.09% | 91 |
|
|
2025
Q1 | $218K | Hold |
1,567
| – | – | 0.09% | 91 |
|
|
2024
Q4 | $243K | Buy |
+1,567
| New | +$243K | 0.09% | 81 |
|
|
2024
Q3 | – | Sell |
-1,788
| Closed | -$221K | – | 94 |
|
|
2024
Q2 | $221K | Sell |
1,788
-17
| -0.9% | -$2.1K | 0.09% | 85 |
|
|
2024
Q1 | $232K | Sell |
1,805
-310
| -15% | -$39.8K | 0.09% | 86 |
|
|
2023
Q4 | $236K | Sell |
2,115
-154
| -7% | -$17.2K | 0.1% | 82 |
|
|
2023
Q3 | $228K | Sell |
2,269
-215
| -9% | -$21.6K | 0.11% | 81 |
|
|
2023
Q2 | $258K | Sell |
2,484
-15
| -0.6% | -$1.56K | 0.12% | 80 |
|
|
2023
Q1 | $233K | Sell |
2,499
-11
| -0.4% | -$1.03K | 0.12% | 85 |
|
|
2022
Q4 | $268K | Sell |
2,510
-505
| -17% | -$54K | 0.14% | 77 |
|
|
2022
Q3 | $298K | Sell |
3,015
-390
| -11% | -$38.5K | 0.17% | 71 |
|
|
2022
Q2 | $304K | Sell |
3,405
-543
| -14% | -$48.5K | 0.17% | 75 |
|
|
2022
Q1 | $434K | Sell |
3,948
-1,936
| -33% | -$213K | 0.21% | 69 |
|
|
2021
Q4 | $591K | Buy |
+5,884
| New | +$591K | 0.28% | 69 |
|
|
2021
Q1 | – | Sell |
-8,778
| Closed | -$560K | – | 250 |
|
|
2020
Q4 | $560K | Sell |
8,778
-1,767
| -17% | -$113K | 0.34% | 73 |
|
|
2020
Q3 | $512K | Sell |
10,545
-5,564
| -35% | -$270K | 0.35% | 73 |
|
|
2020
Q2 | $739K | Sell |
16,109
-11,869
| -42% | -$544K | 0.54% | 62 |
|
|
2020
Q1 | $1.18M | Sell |
27,978
-4,611
| -14% | -$194K | 1.02% | 39 |
|
|
2019
Q4 | $1.94M | Sell |
32,589
-3,308
| -9% | -$197K | 1.32% | 37 |
|
|
2019
Q3 | $1.97M | Sell |
35,897
-8,847
| -20% | -$486K | 1.51% | 35 |
|
|
2019
Q2 | $2.52M | Sell |
44,744
-1,881
| -4% | -$106K | 1.95% | 26 |
|
|
2019
Q1 | $2.66M | Buy |
+46,625
| New | +$2.66M | 2.07% | 19 |
|