Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,192
| Closed | -$281K | – | 747 |
|
|
2024
Q1 | $281K | Hold |
2,192
| – | – | 0.01% | 553 |
|
|
2023
Q4 | $244K | Sell |
2,192
-161
| -7% | -$18K | 0.01% | 586 |
|
|
2023
Q3 | $236K | Hold |
2,353
| – | – | 0.01% | 573 |
|
|
2023
Q2 | $244K | Hold |
2,353
| – | – | 0.01% | 594 |
|
|
2023
Q1 | $219K | Buy |
+2,353
| New | +$219K | 0.01% | 633 |
|
|
2017
Q2 | – | Sell |
-14,385
| Closed | -$731K | – | 880 |
|
|
2017
Q1 | $731K | Hold |
14,385
| – | – | 0.05% | 267 |
|
|
2016
Q4 | $664K | Buy |
+14,385
| New | +$664K | 0.05% | 295 |
|
|
2016
Q3 | – | Sell |
-18,104
| Closed | -$595K | – | 824 |
|
|
2016
Q2 | $595K | Hold |
18,104
| – | – | 0.05% | 323 |
|
|
2016
Q1 | $575K | Hold |
18,104
| – | – | 0.05% | 318 |
|
|
2015
Q4 | $700K | Hold |
18,104
| – | – | 0.07% | 241 |
|
|
2015
Q3 | $599K | Hold |
18,104
| – | – | 0.07% | 284 |
|
|
2015
Q2 | $719K | Hold |
18,104
| – | – | 0.07% | 245 |
|
|
2015
Q1 | $685K | Sell |
18,104
-741
| -4% | -$28K | 0.07% | 270 |
|
|
2014
Q4 | $720K | Hold |
18,845
| – | – | 0.08% | 245 |
|
|
2014
Q3 | $673K | Hold |
18,845
| – | – | 0.09% | 235 |
|
|
2014
Q2 | $637K | Hold |
18,845
| – | – | 0.09% | 263 |
|
|
2014
Q1 | $703K | Hold |
18,845
| – | – | 0.1% | 207 |
|
|
2013
Q4 | $656K | Hold |
18,845
| – | – | 0.1% | 214 |
|
|
2013
Q3 | $524K | Hold |
18,845
| – | – | 0.09% | 272 |
|
|
2013
Q2 | $540K | Buy |
+18,845
| New | +$540K | 0.1% | 233 |
|