Samalin Investment Counsel’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
$406K Sell
2,644
-140
-5% -$21.5K 0.16% 203
2025
Q1
$387K Sell
2,784
-144
-5% -$20K 0.16% 196
2024
Q4
$455K Buy
2,928
+2
+0.1% +$311 0.2% 168
2024
Q3
$358K Buy
2,926
+4
+0.1% +$490 0.16% 200
2024
Q2
$361K Buy
2,922
+658
+29% +$81.4K 0.17% 199
2024
Q1
$291K Sell
2,264
-381
-14% -$48.9K 0.14% 220
2023
Q4
$295K Buy
2,645
+59
+2% +$6.58K 0.15% 212
2023
Q3
$260K Sell
2,586
-55
-2% -$5.52K 0.15% 193
2023
Q2
$274K Buy
+2,641
New +$274K 0.15% 198