Shelton Capital Management’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,192	Closed	-$281K	–	760
2024 Q1	$281K	Hold	2,192	–	–	0.01%	563
2023 Q4	$244K	Sell	2,192 -161	-7%	-$16.6K	0.01%	595
2023 Q3	$236K	Hold	2,353	–	–	0.01%	578
2023 Q2	$244K	Hold	2,353	–	–	0.01%	600
2023 Q1	$219K	Buy	+2,353	New	+$249K	0.01%	639
2017 Q2	–	Sell	-14,385	Closed	-$731K	–	882
2017 Q1	$731K	Hold	14,385	–	–	0.06%	271
2016 Q4	$664K	Buy	+14,385	New	+$636K	0.05%	299
2016 Q3	–	Sell	-18,104	Closed	-$595K	–	829
2016 Q2	$595K	Hold	18,104	–	–	0.05%	327
2016 Q1	$575K	Hold	18,104	–	–	0.05%	324
2015 Q4	$700K	Hold	18,104	–	–	0.07%	248
2015 Q3	$599K	Hold	18,104	–	–	0.07%	291
2015 Q2	$719K	Hold	18,104	–	–	0.08%	250
2015 Q1	$685K	Sell	18,104 -741	-4%	-$27.7K	0.08%	275
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	+$545K	0.1%	233